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Mellon, Barclays share global TAA at TWU Super

07/02/201919/12/2006 by Staff Writer

The $1.95 billion TWU Super Fund has decided to appoint both of the global tactical asset allocation (TAA) managers it had shortlisted after beauty parades last month.

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Categories Investments Tags andrew, exposure, allocation, committee, commodities, mellon, outperformance, targeted, killen, concise, chief, diffferences Leave a comment

MFS seeks two analysts for first Australian investment office

07/02/201919/12/2006 by Staff Writer
MFS Investment Management (MFS IM) will employ two analysts in a new Sydney investment office, due to open in the first quarter of 2007.

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Categories Investments Tags hopeful, clients, amassed, couple, sector, marketing, currently, analysts, teams, harrison, capabilities, identified Leave a comment

Mercer Wealth Solutions boss departs

07/02/201919/12/2006 by Staff Writer
The head of Mercer Wealth Solutions, Anthony Lowe, has departed the organisation after a restructure.

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Categories Investments Tags october, current, deferred, replacement, oversees, vacancy, chief, nerida, peter, promnitz, solutions, restructure Leave a comment

Super funds follow FKP to property’s fringe

07/02/201919/12/2006 by Staff Writer
Following the recent oversubscribed close of its Core Plus Fund (CPF), FKP Funds Management will continue targeting CBD ‘fringe’ and industrial properties, avoiding CBD core acquisitions in an attempt to outperform.

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Categories Investments Tags carrum, acquisition, campbellfield, office, melbourne, industrial, brisbane, expects, learmonth, downs, logistics, freeway Leave a comment

Aegis first to put ETF in model portfolio

07/02/201919/12/2006 by Staff Writer
Aegis Equity Research has included an exchange traded fund (ETF) in a model portfolio for the first time.

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Categories Investments Tags volatility, they’re, adopts, streettracks, feedback, satellite, heather, aegis, aasip, access, direct Leave a comment

Bad news wins…but the good news is it’s time for a holiday

07/02/201919/12/2006 by Staff Writer
This is the last edition of I&T News for the year – we will next publish on January 9, 2007 – and we wish all our readers a safe and happy holiday period.

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Categories Investments Tags promoted, stack, tells, readership, exits, complaints, government, westpoint, ‘tassie’s, challenger, biggest, gaden Leave a comment

ACSA holds elections, holds back custody stats

07/02/201919/12/2006 by Staff Writer
The Australian Custodial Services Association (ACSA) has re-elected as chair the managing director of State Street Investor Services, David Travers, while the release of its industry statistics has been delayed due to definitional problems.

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Categories Investments Tags delayed, investor, slade, outsourced, brian, barry, release, statistics, counting, double, definitional, outgoing Leave a comment

IFF to launch online portal to mental health care

07/02/201919/12/2006 by Staff Writer
The heads of major industry funds, six insurers and mental health organisations have resolved to build a website supplying educational mental health and care access information to members and employees of the involved funds.

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Categories Investments Tags promote, mental, illness, superfriend, information, organisations, access, employees, insurers, mendoza, participating Leave a comment

Wespoint adds weight to FICS' expansion argument

07/02/201919/12/2006 by Staff Writer
The Financial Industry Complaints Service(FICS) is set to have its jurisdiction expanded, following an outcry over many Wespoint investors having lost too much to be eligible for a hearing.

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Categories Investments Tags decision, fics’, limit, westpoint, stakeholders, limits, increases, maynard, monetary, introduction, jurisdiction, complaints Leave a comment

Super funds follow FKP to property's fringe

07/02/201919/12/2006 by Staff Writer
Following the recent oversubscribed close of its Core Plus Fund (CPF), FKP Funds Management will continue targeting CBD ‘fringe’ and industrial properties, avoiding CBD core acquisitions in an attempt to outperform.

Read more

Categories Investments Tags logistics, freeway, carrum, acquisition, campbellfield, office, melbourne, industrial, brisbane, expects, learmonth, downs Leave a comment

Bad news wins…but the good news is it's time for a holiday

07/02/201919/12/2006 by Staff Writer
This is the last edition of I&T News for the year – we will next publish on January 9, 2007 – and we wish all our readers a safe and happy holiday period.

Read more

Categories Investments Tags promoted, stack, tells, readership, exits, complaints, government, westpoint, ‘tassie’s, challenger, biggest, gaden Leave a comment

FEAL links with Melbourne Uni for fund executive education

12/12/2006 by Staff Writer
The Fund Executives Association Ltd (FEAL) will introduce next year an executive education program offering a choice of two courses with the Melbourne Business School at the University of Melbourne.

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Categories Investments Tags education, feal/mbs, offering, executives, melbourne, courses, delivered, designed, modules, graduate, diploma, certificate Leave a comment
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‘Crazy’ to bet against US, AI momentum: CFS Super CEO
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‘Crazy’ to bet against US, AI momentum: CFS Super CEO

Rest CIO Michael Clancy at the Australian Superannuation Investment Summit 
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Rest CIO Michael Clancy at the Australian Superannuation Investment Summit 

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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.

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