BT Investment Management said that its Total Return Fund was not significantly impacted by a segregated mandate with Monterrey Investment Management, a hedge fund manager whose convertible bond arbitrage strategy is understood to have incurred heavy losses over the last six months.
Peter Mouatt’s Adam Smith to RE for itself and others
Peter Mouatt’s Adam Smith Asset Management is setting up its own responsible entity, Yield Capital Investors, as a conduit to the retail market for its own funds and even those of other managers.
CFS GAM gets McCluskey as first ESG manager
Lending greater weight to its aim of bringing environmental, social and governance (ESG) factors into investment analysis, Colonial First State Global Asset Management (CFS GAM) has appointed its first head of responsible investment.
Govt to get super advice…in confidence
Prominent figures in the industry have been assembled to form an advisory group that will guide the Government on superannuation policy – but its discussions will be kept secret.
pQuant in the UK
Milestone Group has secured its first UK client for its investment analytics software, pQuant.
Fall-out at Fisher, NZ's biggest boutique
New Zealand’s most high-profile boutique manager, Fisher Funds, suffered a setback last week with the departure of chief investment officer and part-owner, Warren Couillault.
Peter Mouatt's Adam Smith to RE for itself and others
Peter Mouatt’s Adam Smith Asset Management is setting up its own responsible entity, Yield Capital Investors, as a conduit to the retail market for its own funds and even those of other managers.
TWUSuper decides on financial planning solutions
The $2.2 billion TWUSuper began offering members a full financial planning service through outsourced provider Money Solutions in February, and has hired Chant West Financial Services to run its asset consulting tender. Money Solutions won the three-year financial planning contract following a contest with Industry Funds Financial Planning and Mercer Financial Planning for the business. … Read more
