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Showing 1 - 10 of 114 results for "Endowments"

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
... cancer research and supporting the broader medical research sector to deliver lasting impact, Pavri said. For charitable endowments and foundations, UBS GWM offers advice and investment solutions for clients, across strategic asset allocation, discretionary ...

Mercer's OCIO lead set to depart

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... experience," he said. The former Victorian Funds Management Corporation senior executive initially led the client unit for endowments and foundations before running Mercer's investment outsourcing business. Hughes has spent 20 years in the investment ...

JANA named implemented consultant for TasBuild

ANGELIQUE MINAS  |  WEDNESDAY, 11 FEB 2026
... existing record of offering strategic, long-term investment solutions to a range of clients across superannuation, endowments, insurers and statutory funds.

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... career, he worked at Atchison Consultants with institutional clients including superannuation funds, charities and endowments. Greg Barter, chair of Allied Wealth's investment committee, noted that Lee had served on the firm's investment committee ...

Super funds, instos shun ETFs, retail dominance prevails

KARREN VERGARA  |  THURSDAY, 22 JAN 2026
... fixed interest ETFs and "not too much else," Tuckwell said. Major institutions such as big charities, government and endowments also invest in ETFs. "Their preference a lot of the time, is to use offshore ETFs. To give an example, a major institutional ...

Mercer doubles down on for-purpose sector

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... Mercer is doubling down on the for-purpose sector, appointing a senior business development manager to its burgeoning endowments and foundations business across the Pacific. Lydia Reeves will take up the new job in January partnering with prospective ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... a different place," says McKay. Aitken Advisory founder James Aitken says Australia is "blessed" with resources and endowments that the world wants. "One country, in particular, has wanted them all for a long, long time. We know that, and we have benefited ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... a core pillar of our business. At the end of FY25, Perpetual managed over 1200 charitable trusts, foundations, and endowments, offering services like trusteeship, investment management, strategy, grant-making, and governance." In early 2025, Perpetual ...

Ironbark partners to offer global quantitative equity capabilities

MATTHEW WAI  |  FRIDAY, 31 OCT 2025
... decades of global quantitative equity research in Stochastic Portfolio Theory for pension funds, sovereign wealth funds, endowments, and more, the firm said. Unlike conventional stock-picking or factor investing, Intech's portfolios are systematically ...

JANA bolsters senior team with three key appointments

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... equities research, as well as client responsibilities across industry superannuation funds, charities, and university endowments. After several years in Korea, Yoon rejoined JANA four years ago and has since been a core member of the sustainability team. ...
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