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Showing 1 - 10 of 19 results for "Balanced Equity Management"

Franklin Templeton shutters fund

KANIKA SOOD  |  MONDAY, 21 JUN 2021
... Joseph Livermore. Hunter took over from Andrew Sisson in January 2019. Sisson designed the strategy at Balanced Equity Management, which became a wholly-owned subsidiary of FTIA in 2011. Its biggest sectoral holdings were in financials (32.8% of the ...

Hostplus axes manager

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 DEC 2020
Hostplus has terminated an Australian equities mandate with a Franklin Templeton subsidiary. Balanced Equity Management is a wholly owned subsidiary of Franklin Templeton Investments Australia with approximately $8 billion in funds under management. ...

Franklin Templeton recruits Towers Watson consultant

ALEX BURKE  |  THURSDAY, 19 FEB 2015
... Australia managing director Maria Wilton added. "Following the acquisition of Australian equity manager Balanced Equity Management in 2011 and K2 Advisors in 2012, and the addition of Australian fixed income specialists this year, we felt the addition ...

Franklin Templeton appoints institutional sales manager

STAFF WRITER  |  MONDAY, 10 NOV 2014
... Australia managing director Maria Wilton said. "Following the acquisition of Australian equity manager Balanced Equity Management in 2011, K2 Advisors in 2012 and adding Australian fixed income specialists this year, it is important to have the right ...

Franklin Templeton nabs Deutsche AWM bond specialists

JAMES FERNYHOUGH  |  WEDNESDAY, 21 MAY 2014
... long-term business strategy." She continued, "Following the acquisition of Australian equity manager Balanced Equity Management in 2011, we are very pleased to be able to add a local fixed income capability, which we believe will be important to meeting ...

RBF shakes up fund with two new mandates

MARK SMITH  |  TUESDAY, 29 JAN 2013
... it will have the biggest performance impact - mid and small cap stocks." RBF's new fund managers are Balanced Equity Management, which has an ASX50 mandate, and Concise, which has been given a midcap mandate. These new managers replace Maple-Brown Abbott ...

MLC removes managers

BEN COLLINS  |  THURSDAY, 13 DEC 2012
... Long-Term Absolute Return portfolio, said Peter Sumner, MLC Investment Management portfolio manager. Balanced Equity Management, DFA Australia, Maple-Brown Abbott and Northward Capital have each been removed from the Australian shares strategy in both ...

Franklin Templeton hires ex-INGIM head

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
... Australia. "Franklin Templeton has continued to build out its Australian presence and the acquisition of Balanced Equity Management earlier this year has reinforced our commitment to the Australian market," said Maria Wilton, Managing Director, Franklin ...

Franklin Templeton launches Australian equity fund

RACHEL DAVIS  |  MONDAY, 7 NOV 2011
Following Franklin Templeton's acquisition of Australian equities manager Balanced Equity Management in July of this year, the firm has launched an Australian equities fund for both retail and institutional investors. The new fund aims to outperform ...

Franklin Templeton acquires Balanced Equity, plans new fund

MATT WOODINGTON  |  TUESDAY, 21 JUN 2011
Franklin Templeton Investments has agreed to acquire Australian equities manager Balanced Equity Management and plans to launch a new fund available to retail and institutional investors. The deal transforms Franklin Templeton Australia from a $7bn ...
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