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Showing 71 - 80 of 551 results for "Discretionary"

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
WealthO2 has introduced a managed discretionary account with several top managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 ...

Industry split on paid vaccine leave

JAMIE WILLIAMSON  |  FRIDAY, 25 JUN 2021
... currently in place make this possible. Similarly, Aware Super provided its employees with up to 20 days of additional discretionary leave for the purposes of responding to the pressures of COVID-19. This includes receiving the vaccine, group executive ...

BlackRock rejigs Aussie shares fund

KANIKA SOOD  |  MONDAY, 7 JUN 2021
... Lanchester, Madeleine Beaumont and Sam Theodore. About a quarter of the strategy's assets are invested in consumer discretionary stocks including pureplay e-commerce player Redbubble. Industrials are the second-highest sector exposure, accounting for ...

Magellan launches FuturePay

ANNABELLE DICKSON  |  TUESDAY, 1 JUN 2021
... help and lend support back to the FuturePay fund. Cairns explained the support trust will invest in cash and is a discretionary trust with FuturePay as the beneficiary and a Magellan entity as trustee. "It acts like a mutual fund as there is an upfront ...

Magellan retirement product nears launch

KANIKA SOOD  |  WEDNESDAY, 26 MAY 2021
... where investors who exit the fund may not be able to recover all their contributions. Magellan is expected to seed a discretionary trust called the "FuturePay Support Fund" from its balance sheet to kickstart the mortality component. The support fund ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... conditions. Aspiri was founded in 2004 by Gavin Kelly in Newstead, Queensland. It advises high-net-worth clients including discretionary investment management, estate planning, insurance advice and superannuation services. "In Connectus, we have found ...

Fidelity portfolio manager resigns

KANIKA SOOD  |  FRIDAY, 23 APR 2021
... of 6.4% p.a. The strategy invests in information technology (23.6% of the portfolio), financials (20%), consumer discretionary (19.5%), materials (11.7%) and others. Stocks listed in China, Taiwan and India account for more than half of the assets. Its ...

Value managers fight back: Mercer

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... the standout contributor, delivering 12.1% over the quarter, followed next by communication services and consumer discretionary.

WTW commits to net zero

ELIZABETH MCARTHUR  |  FRIDAY, 16 APR 2021
Willis Towers Watson Investments will target net-zero emissions across its fully discretionary delegated investment portfolio by 2050. WTW said it will target at least a 50% reduction in greenhouse gas emissions across its discretionary delegated investment ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
... activity. The research shows separately managed accounts (SMAs) hold almost half the market followed by managed discretionary accounts (MDAs) at 30%, with the remaining 22% being in the 'other' category. SMAs are expected to continue strong growth at ...