Financial Facts, investment researcher for ING’s 1400 affiliated advisers, is seeking a research strategy manager after the five year incumbent took a new senior product sourcing role at Macquarie Private Wealth.
Dale Pereira has joined Macquarie Private Wealth as head of product sourcing, helping determine which products will join its recommended list and coming to commercial arrangements with their vendors. The director of Financial Facts, Margaret Callinan, said she wanted to hear from “;all rounder”; investment analysts interested in replacing Pereira.
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Investments
Ian Patrick, chief investment officer of the $370 billion Australian Retirement Trust, says that integrated balance sheet management will “beyond a shadow of a doubt” become a more prominent feature in the superannuation industry as funds grapple with the compounding effects of their growing size, systemic importance and the liquidity needs of servicing a larger cohort of retirees.


















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