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Showing 81 - 90 of 1469 results for "Managed Funds"

Former wealth management chief ousted from financial services

ANDREW MCKEAN  |  FRIDAY, 2 AUG 2024
... reserved for the most sophisticated and wealthiest investors. He said he rejects the "old way of doing things" like managed funds and stockbroker reports, instead opting for a disciplined, systemised, risk management focused and globally aware investment ...

Canned 'golden visas' ruffle fund managers

KARREN VERGARA  |  THURSDAY, 18 JUL 2024
... goes with the details of the talent and innovation visa, "it could be terminal to the current business model of managed funds insofar as managed funds use visas as a vehicle to obtain foreign investment." "One area that might mitigate that risk for managed ...

Funds SA, Mercer Super make key appointments

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... in chief executive roles. "Jim Minto brings deep expertise in life insurance, superannuation, trustee services, managed funds, investment management, financial planning, health insurance and general insurance," Bryant added. Bryant said the appointment ...

'Growing revenues, not AUM, is the new name of the game': ISS

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
... terms of AUM, this hasn't been the case for revenues. Albeit finishing 2023 with just under 50% of AUM, actively managed funds delivered more than 86% of the revenues generated by long-term funds. The report said that for all the fears surrounding ...

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
... advisers are helping drive the shift to passive funds as they choose exchange-traded funds (ETFs) over active, unlisted managed funds as a core building block in clients' portfolios. According to Investment Trends head of research Irene Guiamatsia, advisers' ...

Spaceship returns 19.41% to super members

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
... choice for savvy young investors seeking competitive returns." "Spaceship's superannuation investment options and managed funds have all delivered remarkable results, underpinned by our commitment to providing forward-thinking investment strategies ...

Morningstar names new manager research lead

ELIZABETH FRY  |  TUESDAY, 2 JUL 2024
... month. During his six years at Insignia, he oversaw the firm's investment philosophy and the teams conducting managed funds research, portfolio construction, direct equities research, and macroeconomic research. Before that, Olsen was chief executive ...

New NALE rules, AFCA's super powers passed

KARREN VERGARA  |  THURSDAY, 27 JUN 2024
... exempt public sector superannuation funds, pooled superannuation trust (PSTs), and approved deposit fund (ADFs). Self-managed funds and small APRA-regulated funds, however, are not fully exempt. For SMSFs and small APRA-regulated funds, the new legislation ...

Betashares captures most net flows in managed funds industry

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
Betashares has commandeered the top spot for net flows among all investment managers in the managed funds industry. The local fund manager, which yesterday received a $300 million injection from Singaporean conglomerate Temasek, amassed $5.3 billion ...

ETFs dominate client portfolios: Study

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
... Planning Association (FPA) said cash and equivalents (76%) were the next most-popular recommendations, followed by managed funds (64%), and direct stocks (51%) and bonds (47%). While advisers feel more optimistic about the economy over the next six to ...