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Showing 891 - 900 of 4153 results for "Analyst"

Active managers overcharge: Research

KANIKA SOOD  |  TUESDAY, 28 MAY 2019
Most active Aussie equity funds should be charging between 35 and 65bps as a significant chunk of their returns can be attributed to factors instead of skill, according to new research by VanEck. This may come as a surprise for investors and financial ...

Hard times ahead for platforms

KANIKA SOOD  |  THURSDAY, 23 MAY 2019
New research by UBS found wealth management giants could lose more than 30% of their platform profits even if they undertake "radical cost surgery". The big players' funds under administration have been plagued by leakage to independent platforms, retail ...

Global equities boutique opens Australian office

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
A US-based global equities boutique has established an Australian office, with a former Perpetual Private analyst appointed to lead the local business. Sustainable Growth Advisers, headquartered in Connecticut, has opened an office in Sydney to meet ...

Fintech no real threat: Researcher

ELIZABETH MCARTHUR  |  TUESDAY, 21 MAY 2019
... Moody's said. However, smaller banks may still be vulnerable to disruption from fintechs. Moody's vice president and senior analyst Daniel Yu said: "Fintechs have grown substantially in recent years, leveraging technology to penetrate segments of consumer ...

Frontier Advisors adds consultants

JAMIE WILLIAMSON  |  MONDAY, 20 MAY 2019
... Mercer a decade ago as a superannuation consultant. Meanwhile, Hoe joins from Lonsec where he served as a senior investment analyst for more than three years. Prior to Lonsec, Hoe spent five years at IOOF as an investment operations officer and research ...

Former UBS AM research lead joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
... years at UBS AM, Marissa Rossi is joining the Sydney-based Australian equities team of Milford Asset Management as senior analyst. Rossi has been UBS AM's head of research since 2007 and also currently looks after UBS's sustainable Australian ...

Multi-asset SMA launches

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
... performance. "Resonant's multi-asset SMAs do just that," he said. Prior to Resonant, Morton was a senior quantitative analyst at Colonial First State Global Asset Management and held senior roles at MSCI and Citi. Holder was a director and chief investment ...

UBS co-head of equities departs

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... alongside Steve Boxall, who will now have the sole responsibility for the role. Williams joined UBS in 2004 as a research analyst working on diversified financials. He was promoted to managing director in 2012 and became the head of research for the ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... practices for equities income solutions. Tomas Vasquez is joining Vertium Asset Management as a portfolio manager and equity analyst. He will report to Vertium chief investment officer Jason Teh who also worked at Investors Mutual before founding the ...

Tribeca partners for new fund, hires lead

KANIKA SOOD  |  MONDAY, 29 APR 2019
... month, a different Tribeca fund that invest in long short equities shed its long-standing co-portfolio manager and a quant analyst.