PENDAL

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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Never miss the latest news and developments in wealth management industry

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 9 hours ago
Ross Smith

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

1 day 11 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 11 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