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Showing 1 - 4 of 4 results for "CoreSeries"

Super moves: NGS Super, HESTA, Mercer

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... role, Nguyen will support several multi-asset portfolios, including the Mercer Multi-Asset Multi-Manager Funds and CoreSeries managed account portfolios. She joins from Victorian Funds Management Corporation, where she was a senior investment analyst ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
Mercer will provide investment management for the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight ...

Principal Real Estate wins SMA mandate

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
... a separately managed account has currently over $1 billion of funds under management. It has been designed for the CoreSeries Portfolios available on BT Panorama. The Principal Global Real Estate Securities strategy aims to outperform the FTSE EPRA Nareit ...

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... offering clients different risk profiles and no portfolio level investment management fees. The new additions, known as CoreSeries, will feature an underlying management fee between 50 basis points and 78bps, with a balanced option sitting at 68bps. ...
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