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Showing 71 - 80 of 280 results for "Investment Mandate"

How to lose a mandate

KANIKA SOOD  |  MONDAY, 10 FEB 2020
A concern other than the usual key personnel and fee changes is gaining traction among institutional investors in triggering unplanned reviews of external investment mandates, says new research. CoreData surveyed 117 institutional investors from around ...

Future Fund returns 1.9% for the quarter

KANIKA SOOD  |  MONDAY, 21 OCT 2019
... Future Fund received a $7.8 billion investment from the government which is being deployed in line with its investment mandate. The Aboriginal and Torres Strait Islander Land and Sea Future Fund ("ATSILS Fund") established in February has returned 1.3% ...

Dealer group awards investment mandate

KANIKA SOOD  |  THURSDAY, 17 OCT 2019
Marty Switzer's Contango Asset Management has won a mandate from a financial advice dealer group. Lifespan Financial Planning made a $20 million inaugural allocation to a global large cap strategy managed by WCM Investment Management. WCM is headquartered ...

Credit fund launches to wholesale investors

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2019
... relatively low returns from cash and government bonds but materially below the risk of a well-managed corporate debt investment mandate. Moelis Australia Asset Management is a subsidiary of ASX-listed Moelis Australia (MOE), which was established in ...

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... from existing managed account providers, while licensees retain the flexibility to use their own branding, investment mandate and platform. Alternatively, they can move to Lonsec's managed portfolios. The firm said it was becoming increasingly difficult ...

Super funds hungry for global stocks, alternatives

KANIKA SOOD  |  THURSDAY, 11 APR 2019
The lion's share of the institutional mandates awarded in Australia last year went to international equities and alternatives manager, the latest Rainmaker Mandate Chaser report shows. Not-for-profit superannuation funds and investment managers handed ...

Future Fund delivers 5.8%

KANIKA SOOD  |  MONDAY, 11 FEB 2019
The sovereign wealth fund returned 5.8% in the year ending 31 December 2018, beating the median balanced superannuation fund return by a wide margin. The median balanced superannuation fund returned 0.6% in the year to 31 December and even the top quarter ...

Ethical investments top mandate appointments

JAMIE WILLIAMSON  |  TUESDAY, 22 JAN 2019
An analysis of the 273 mandate appointments in the year to September 2018 demonstrates the rise of ethical investing. Rainmaker analysis shows ethical or responsible investments were the fastest growing asset class in the 12-month period. Allocations ...

Pinnacle drops fees in Blue Sky fund bid

KANIKA SOOD  |  MONDAY, 5 NOV 2018
... is to be led by BAF executive chair Andrew Champion, per the original agreement. Today, Pinnacle amended its investment mandate and is now offering to manage BAF at 1% per annum (ex GST) management fee in total, with a no-fee period of existing investments ...

Tobacco-free portfolios divide investors: Poll

KARREN VERGARA  |  MONDAY, 29 OCT 2018
As more superannuation funds and investment managers divest tobacco from portfolios and encourage others to follow suit, a Financial Standard poll shows the initiative has a mixed effect on investors. The survey, which asked what best described the ...