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Showing 71 - 80 of 174 results for "Income Portfolio"

J.P. Morgan veteran joins Plato IM

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... demand for the IPO." He added this was testament to the demand for a professionally managed, well-diversified income portfolio.

CFA Australia recruits industry veterans

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
... senior roles at Rothschild Australia and County Investment Management where she was a diversified fund and fixed income portfolio manager. Before joining the investment industry, Wilton worked for the Commonwealth Treasury as an economist. Dunne, who ...

VFMC appoints former Franklin Templeton MD

DARREN SNYDER  |  THURSDAY, 11 JAN 2018
... senior roles at Rothschild Australia and County Investment Management where she was a diversified fund and fixed income portfolio manager. Prior to working in asset management, Wilton was in economic research for the Commonwealth Treasury. VFMC added ...

T. Rowe Price expands local distribution team

EMMA RAPAPORT  |  THURSDAY, 14 DEC 2017
Global investment firm T. Rowe Price is bolstering its Australian presence with the appointment of four new members to its distribution team. Key hires include Ben Daly as institutional focused relationship manager in Sydney and Richard Li as senior ...

Factor-based investment demand strengthens: Research

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
Despite their complexity, the demand for factor-based investment products is forecast to accelerate over the next five years, latest research shows. Allocations to factor-based strategies among global institutional and retail portfolios reached 17% ...

Ardea appoints retail funds head

ALEX BURKE  |  WEDNESDAY, 13 SEP 2017
Fixed income manager Ardea Investment Management has appointed a new head of retail funds. Gopi Karunakaran joins Ardea from Saka Capital in Singapore, where he was a portfolio manager. Before that, he was also a portfolio manager at Tricadia Capital ...

DNR scores high in first Zenith SMA review

ALEX BURKE  |  MONDAY, 31 JUL 2017
... (SMA) sector, awarding DNR Capital three "recommended" ratings in the process. DNR Capital's Australian Equities Income Portfolio, Australian Equities High Conviction Portfolio and Australian Equities Socially Responsible Portfolio were all rated strongly ...

China awards private fund license to $900bn manager

ALEX BURKE  |  FRIDAY, 14 JUL 2017
A global investment manager representing about $900 billion in assets under management has been granted a private fund management license by the Asset Management Association of China (AMAC). The AMAC license will allow UBS Asset Management to offer ...

Vanguard appoints new head of investments

ALEX BURKE  |  MONDAY, 29 MAY 2017
... the US. Reyes joined Vanguard in 2004 and has held roles in the group's institutional advisory services, fixed income portfolio management, human resources and retail divisions. Vanguard has also appointed a new head of fixed income, Jeffrey Johnson ...

AMP Capital awards historic $17bn passive mandate

ALEX BURKE  |  WEDNESDAY, 19 APR 2017
AMP Capital has awarded a passive suite of mandates collectively representing $17 billion, the largest mandate awarded by a fund manager since the $10.8 billion awarded to RARE Infrastructure by Pacific Current Group in 2006. UBS explained to Financial ...