PENDAL

Funds management

Pendal has acquired US-based Thompson, Siegal and Walmsley for $413 million....

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Funds management

Japanese funds have struggled to outperform the Nikkei 225 with no funds outperforming over three or five years and only one outperforming over the last decade....

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Funds management

The Superbowl draws millions of viewers in the US and Money Management takes a look which funds have invested in the big spending companies that bought a commercial place...

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Funds management

Pendal’s more versatile strategies have seen them weather the COVID-19 storm, while those unable to adapt have been left behind in the new environment....

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Funds management

Pendal Group saw an 8% decrease in funds under management in its FY20 results....

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Funds management

Zenith Investment Partners has announced the winners of its annual Fund Awards, recognising excellence in funds management across 22 categories....

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Financial planning

While planners are less optimistic about domestic stocks they are more likely to advise clients to invest their excess cash rather than reduce exposure to markets, accord...

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Funds management

Despite the airline’s profit down 91%, there are eight Australian equity funds retaining a stake in the firm, including five from Pendal....

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Funds management

With Chinese firms facing increased regulations and audits from the US, Pendal is betting they will choose to list in Hong Kong rather than the US....

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Financial planning

While clients are keen on responsible investments they are limited to sector-specific investments and are unable to tailor their portfolios, according to a whitepaper....

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Funds management

Westpac is to divest its final 9.5% stake in Pendal as the company looks to “simplify operations”. ...

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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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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

1 day 2 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

1 day 4 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

4 days 4 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago