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Investment

SAM seeks retail distributor for theme funds

MICHAEL HOBBS  |  WEDNESDAY, 20 AUG 2008
Sustainable Asset Management (SAM) is in talks with a number of major Australian institutions to distribute its European listed global equity sustainability themed funds to the Australian retail market.

AXA to list wholesale prop fund

MICHAEL HOBBS  |  WEDNESDAY, 20 AUG 2008
AXA plans to list its $1.07 billion wholesale property fund as a way to avoid any "detrimental" impact on unitholders should volatility in the property sector continue.

Industry gathers for ESG academy

MICHAEL HOBBS  |  WEDNESDAY, 20 AUG 2008
Wealth management institutions, industry bodies and even a rock star turned politician were among the crowd that gathered yesterday at a stakeholder meeting to develop the Responsible Investment Academy's curriculum and framework.

CalPERS unveils infrastructure plan

RUTH LIEW  |  TUESDAY, 19 AUG 2008
America's largest pension fund California Public Employees' Retirement System (CalPERS) is rolling out a two-year specialised investment strategy for infrastructure - heralding its interest in increased portfolio diversity.

Finance recruiters keen for more

RUTH LIEW  |  TUESDAY, 19 AUG 2008
Australia's financial services industry is hungry for new blood - spurring some of the biggest names in the industry to embark on a serious recruitment hunt via Kaplan Professional's Financial Services Careers Week.

ESG assets made clear: JPMorgan

RUTH LIEW  |  TUESDAY, 19 AUG 2008
Australian fund managers and super funds worried about the principles governing their investments can now siphon "unethical" assets via JPMorgan's ESG-friendly screen.

Atom joins SII global group

ALEX DUNNIN  |  TUESDAY, 19 AUG 2008
South Africa's second largest wealth management group, Sanlam International Investments (SII), has established an Australia-Pacific beach head through its acquisition of Atom Funds Management, a niche Australian boutique small-cap investment manager.

Winton fund returns 23.5pc

RUTH LIEW  |  MONDAY, 18 AUG 2008
Trading in futures while banking successfully on the trends of the market downturn, the Winton Global Alpha Fund has rewarded investors with a hefty 23.5 per cent in returns over a one year period.

Aus Ethical World Trust beats benchmark

MICHAEL HOBBS  |  MONDAY, 18 AUG 2008
Australian Ethical Investment is celebrating the one year anniversary of its World Trust after it outperformed its benchmark by 100 basis points since inception.

Perpetual and BT large cap five star; S&P

MICHAEL HOBBS  |  MONDAY, 18 AUG 2008
Perpetual and BT Financial Group were both awarded a five star rating from Standard & Poor's for the firms' large cap concentrated Australian equities management ability.