PENDAL

Funds management

The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...

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People & Products

The portfolio aims to help lower the carbon economy, avoid strategic investments in harmful sectors and drive positive change through capital. ...

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Funds management

Chinese equity funds have seen a quick rebound as the country handles the COVID-19 pandemic, but other Asian equity funds struggle with losses for the year....

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Funds management

Every single Australian-domiciled ‘sustainable’ fund outperformed the ASX 200 over the three months to 31 March, 2020, putting the rest to theory that sustainable does no...

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Funds management

The firm has appointed an impact investment team that will use UN Sustainable Development Goals as an investment lens....

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Funds management

For the ACS Equity – North America sector, tech stocks dominated the holdings, despite political scrutiny for Amazon, Facebook and Alphabet....

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Funds management

A number of Pendal funds failed to make a return during FY19 as the business faced multiple challenges resulting in a reduced profit for the first time in eight years....

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Financial planning

Former bank-owned investment managers are feeling the fallout from financial adviser dislocation in the form of significantly reduced fund inflows....

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People & Products

Alternative investment manager, Regal Funds Management, has announced the appointment of Rebecca Fesq as its new global head of distribution and marketing....

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People & Products

Pendal has announced the appointment of machine learning quantitative analyst, Itay Feldman, who will help integrate machine learning into bonds, income and defensive str...

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Awards

Striving for value was key to the Pendal Property Securities Fund’s success over the last year, and its success in doing so saw it take out the Money Management Fund Mana...

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People & Products

Pendal has appointed Morningstar’s managing director, research strategy Australasia, as its head of distribution, Australia. ...

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Features

While it may not be the asset class that makes for scintillating cocktail soiree conversation, an allocation to cash within a well-diversified portfolio can make both mon...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 17 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago