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Showing 1 - 10 of 60 results for %22Palm Management%22

US family office launches Australian arm

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... establish an investment presence in both Australia and the US and to access investments and markets worldwide. According to the Palm Beach-based family office, this offering is achieved via a dual US and Australian-regulated asset management and advisory ...

Australian Ethical adds to leadership team

CASSANDRA BALDINI  |  TUESDAY, 14 MAR 2023
... officer of the $30 billion Clean Energy Finance Corporation has more than three decades of experience in investment management and investment banking across Europe and Australia. Other global organisations he has worked for include Hastings, Westpac ...

Alphinity debuts two funds on the ASX

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 FEB 2023
Alphinity Investment Management has listed two funds on the ASX in a bid to reach retail investors. The Alphinity Global Sustainable Equity Fund (XASG) is a diversified portfolio of 25-40 leading global sustainable listed companies that Alphinity deems ...

Alphinity lowers global equities fund fees

JAMIE WILLIAMSON  |  THURSDAY, 7 APR 2022
The Fidante boutique is lowering the fees on two of its global equity funds from May. Management fees on the Alphinity Global Equity Fund and the Alphinity Global Sustainable Fund will be reduced from 1.00% to 0.75%, inclusive of GST and net of RITC. ...

Alphinity hires from Citi

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... business last year. Jeff Thomson, who covers financials, staples, and real estate, rounds out the global portfolio management team, which is supported by a five-strong specialist resources team.

Alphinity adds to global equities team

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
Alphinity Investment Management has appointed a portfolio manager from Global Evolution Capital to its global equities team, alongside former Ellerston executive Mary Manning. Trent Masters founded Global Evolution Capital in 2019 and managed a global ...

Alphinity portfolio manager resigns

KANIKA SOOD  |  TUESDAY, 16 MAR 2021
One of the four portfolio managers for Alphinity Investment Management's global equities fund has resigned. Lachlan MacGregor co-managed the Alphinity Global Equity Fund with Jonas Palmqvist, Jeff Thomson and Nikki Thomas. He joined the firm in ...

Hostplus enhances ESG option

KARREN VERGARA  |  TUESDAY, 16 FEB 2021
... rights; manufacture controversial weapons; operate in gambling; conduct live animal exports; produce tobacco; use uncertified palm oil; and operate for-profit detention centres. Hostplus sees the option benefiting from its investment in healthcare and ...

The hits you don't see hurt the most: Aviva

ELIZABETH MCARTHUR  |  MONDAY, 9 NOV 2020
A survey of institutional investors representing over €2 trillion in assets under management, conducted by Aviva Investors, demonstrated that COVID-19's blows to real assets have left pension funds wary. Less than half of insurance companies (49%) ...

Corporate climate risk disclosures must show more: IGCC

ANNABELLE DICKSON  |  MONDAY, 24 AUG 2020
... found that improvements are needed in climate risk disclosure to make it more useful for risk assessment and portfolio management. Since the Task Force on Climate-related Financial Disclosure released its recommendations in 2017, there has been increased ...
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