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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Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.






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