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Showing 1 - 10 of 221 results for "SRI"

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Morningstar Investment Management's chief investment officer for Asia Pacific will shortly leave the post to pursue other opportunities. Matt Wacher was appointed to the role in 2019 and will finish up in late May. Wacher is also the chair of Morningstar's ...

First half steady, net inflows positive for Fiducian

KARREN VERGARA  |  MONDAY, 16 FEB 2026
... mandate operated by Solaris Investment Management. In 2021, the Solaris mandate was replaced by the Perpetual Wholesale Ethical SRI Fund. DASF ceased to operate in May 2024 due to a lack of scale. It had $15.6 million in assets at the time of closure ...

JANA named implemented consultant for TasBuild

ANGELIQUE MINAS  |  WEDNESDAY, 11 FEB 2026
JANA Investment Advisers (JANA) has been appointed the implemented consultant for TasBuild. Leveraging JANA's specialist liability-aware consulting capabilities, actuarial expertise and asset-liability modelling, the firm will support TasBuild in investment ...

JANA hires from Russell Investments

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
JANA Investment Advisers has recruited a staffer from rival asset consultant Russell Investments. Oscar Lonergan joins as a senior client development director. JANA said the hire strengthens its support for not-for-profit and liability-aware investors ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
Morningstar has made two key appointments to its managed portfolios team - a national sales lead and an investment specialist. Vijay Srinivasan has been appointed to the former role, and Clint Abraham as national director, investment specialist. Srinivasan ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
... and client information, ASIC said. ASIC also engaged with six intermediary businesses based in the Philippines, India and Sri Lanka offering outsourcing solutions to Australian licensees to understand the services and infrastructure they offered and ...

ASIC sues Fiducian for ESG failures

ELIZA BAVIN  |  FRIDAY, 3 OCT 2025
... mandate operated by Solaris Investment Management. In 2021 the Solaris mandate was replaced by the Perpetual Wholesale Ethical SRI Fund. The PDS of the Fiducian fund stated: "The share portfolios comprise investments in companies that aim to be positive ...

Receivers appointed to two Australian Fiduciaries entities

JAMIE WILLIAMSON  |  WEDNESDAY, 10 SEP 2025
... Matthew Charles Hudson and Terry van der Velde of SV Partners have been appointed by the court as receivers and managers of SRI Fiduciaries 2 and SRI Fiduciaries 3. In July they were appointed as voluntary administrators of Australian Fiduciaries and ...

Prime Super calls time on sustainable option

JAMIE WILLIAMSON  |  THURSDAY, 15 MAY 2025
Prime Super will remove the SRI Balanced option from its investments lineup, saying its performance failed to meet expectations. The $8 billion industry superannuation fund will close the option on June 4, it confirmed. "After a period of observation ...

QIC appoints institutional distribution lead

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
Sydney-based Paul Raih has been promoted to head of Australia institutional distribution at Queensland's sovereign wealth fund. Reporting directly to Ravi Sriskandarajah, Paul will drive QIC's continued success in the domestic market by growing ...
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