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Showing 1 - 6 of 6 results for "Steve Shepherd"

Alternatives manager adds former Morningstar head

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... with institutional and wholesale investors "including financial advisers and platforms". CFM head of Asia Pacific Steve Shepherd said Stanford's role was crucial for CFM as it continues to expand its presence in Australia. "We were looking for someone ...

Global fund manager creates executive role

KARREN VERGARA  |  TUESDAY, 5 JUN 2018
... transform it to be one of the top 10 US-based managers operating in Australia. Based in Sydney, Yetman will report to Steve Shepherd, CFM head of Asia Pacific. Shepherd said Yetman's role is a "crucial position" as the firm continues to build its ...

Alternative beta corresponds with adviser risk concerns

DARREN SNYDER  |  WEDNESDAY, 17 JAN 2018
... match the ongoing concerns investors and advisers hold around risk. Capital Fund Management head of Asia Pacific, Steve Shepherd, said alternative beta strategies should be considered as more financial advisers demand low cost, easily accessible alternative ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... searching for low-cost ways to diversify their portfolios beyond indexing. According to CFM head of Asia-Pacific Steve Shepherd, the firm has already secured $1 billion in assets under management from institutional investors, with "significantly more ...

CFM trust rated by Zenith

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... markets at a fraction of the cost of typical two and 20 models, with greater liquidity. Head of CFM Asia Pacific, Steve Shepherd said: "These attributes have been recognised by financial advisers looking for true-to-label alternative solutions that aim ...

Zenith rates CFM diversified alternative beta fund

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... fraction of the cost of the typical 'two and 20' model, and with far greater liquidity," CFM Asia-Pacific head Steve Shepherd said. "These attributes have been recognised by financial advisers looking for true-to-label alternative solutions that aim ...
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