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Showing 931 - 940 of 8462 results for "Managed"

Super pool jumps to $3.9tn

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
... hit $1.3 trillion. Retail funds grew 11% p.a. to $735 billion, while public sector funds grew 9% to $542.1 billion. Self-managed super funds (SMSFs) grew 9% p.a. to reach $932.9 billion. Corporate super funds bucked the trend, shrinking 18% on the prior ...

Retail funds drive down admin fees: KPMG

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... decrease across the industry, it is becoming increasingly important for funds to consider how their operating costs are managed on an ongoing basis, KPMG's Super Insights 2024 report shows. As an example, Mercer reduced its admin fee from 0.48% to ...

Stockland, Invesco Real Estate forge land lease deal

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... operating platform to enhance long-term sustainable business growth." US-based IRE has US$90.1 billion real estate assets managed globally. IRE head of Asia Pacific core funds Ian Schilling said: "Land Lease Communities are a high-conviction investment ...

GSFM to distribute new strategy in Australia

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... high-net-worth individuals has been positive, so much so that GSFM is planning for a fund launch as early as Q3 2024. EQMC is managed by a multi-disciplinary 14-member investment team spearheaded by Alantra Asset Management executive chair Jacobo Llanza ...

Principal Finisterre launches new debt fund

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... be well geared to ride out these periods of volatility." The Finisterre Emerging Markets Debt Total Return Strategy is managed by Principal Finisterre, a boutique firm owned by Principal Asset Management, and is only available to wholesale and institutional ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ...

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... Olsen has been in the role since April 2018, overseeing Insignia's investment philosophy and the teams conducting managed funds research, portfolio construction, direct equities research, and macroeconomic research. He was also responsible for developing ...

HMC Capital scoops up Payton Capital

ANDREW MCKEAN  |  FRIDAY, 24 MAY 2024
... as chair of its private credit platform. Lancaster's experience includes an 18-year tenure at Macquarie Group, where he managed over $14 billion in private credit investments. HMC said his expertise will be pivotal as the fund moves into more complex ...

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
... a certification to be used as an alternative qualification method will address the core purpose behind this review of managed investment schemes (protecting consumers) while avoiding the negative impact on start-ups as well as avoiding exacerbating wealth ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without ...