Schroders slashes equity weighting on flagship fund to 15-year low

Schroders/multi-asset/Adam-Kibble/Simon-Doyle/equities/cash/

| By Rhea Nath |

The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexpected opportunities instead.

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Schroders

multi-asset

Adam Kibble

Simon Doyle

equities

cash

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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How can the advice industry collectively improve the PY?

professional-year/the-advisers-association/striver/financial-advice/

| By Jasmine Siljic |

Financial planning

Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed.

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professional year

the advisers association

striver

financial advice

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Former ANZ and AMP financial planning exec joins super fund

legalsuper/amp/ANZ/hires/

| By Rhea Nath |

People & Products

A former chief executive of financial planning at ANZ has taken up a role as the head of a major superannuation fund.

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AUTHOR

Rhea Nath

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MLC Asset Management expands investment team

mlc/MLC-Asset-Management/hires/

| By Jasmine Siljic |

People & Products

MLC has internally appointed two joint heads of the capital markets research team and co-portfolio managers of choice products.

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mlc

MLC Asset Management

hires

AUTHOR

Jasmine Siljic

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Morrison & Co appoints senior BlackRock exec

Alternatives/blackrock/infrastructure/

| By Laura Dew |

People & Products

Alternative asset manager Morrison & Co has hired a senior BlackRock executive to join its board as non-executive director.

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Alternatives

blackrock

infrastructure

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Asendium partners with national advice group

technology/Asendium/

| By Rhea Nath |

People & Products

Financial advice technology provider Asendium has announced a partnership with FYG Planners as a key supplier of advice software.

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technology

Asendium

AUTHOR

Rhea Nath

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Ex-Goldman Sachs exec to lead APAC iShares markets

blackrock/hires/Goldman-Sachs/ishares/

| By Rhea Nath |

People & Products

Nicholas Peach has been appointed APAC head of markets and investments for iShares and index investments at BlackRock.

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AUTHOR

Rhea Nath

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Fund managers spooked as pessimism approaches 20-year low

Bank-of-America/investor-sentiment/global-financial-crisis/banks/credit-suisse/

| By Laura Dew |

Funds management

Investor pessimism is close to a 20-year low thanks to the global banking crisis and in line with sentiment during the Global Financial Crisis, a notable reversal of February’s optimism.

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Bank of America

investor sentiment

global financial crisis

banks

credit suisse

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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The Credit Suisse collapse and why good stewardship matters

First-Sentier-Investors/credit-suisse/stewardship/

| By Rhea Nath |

Funds management

The necessary bailout of the Swiss banking giant has only reiterated the importance of corporate governance, according to portfolio managers at First Sentier Investors.

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First Sentier Investors

credit suisse

stewardship

AUTHOR

Rhea Nath

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DASH plans ‘holy grail’ of adviser technology

quality-of-advice-review/qoa/Wealth02/dash/Andrew-Whelan/

| By Laura Dew |

People & Products

DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital.

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quality of advice review

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Schroders slashes equity weighting on flagship fund to 15-year low

AUTHOR

Rhea Nath

Rhea 's social profiles:

How can the advice industry collectively improve the PY?

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Jasmine Siljic

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Former ANZ and AMP financial planning exec joins super fund

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MLC Asset Management expands investment team

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Morrison & Co appoints senior BlackRock exec

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Asendium partners with national advice group

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Ex-Goldman Sachs exec to lead APAC iShares markets

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Rhea Nath

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Fund managers spooked as pessimism approaches 20-year low

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Laura Dew

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The Credit Suisse collapse and why good stewardship matters

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