investment management

Investment Strategy

Tailored mandates win for TGM

The Brisbane-based Tactical Global Management (TGM) won more than $4.2 billion of new mandates in the last quarter of 2012 and has picked up a global “excellence in investment management” award in recognition of its services. The mandates included a $4-billion rebalancing overlay, a $200-million currency overlay and a smaller beta-transfer mandate, each tailored to […]
Investment Strategy

Sam Berridge joins Perennial

Perennial Value Management Ltd., the $19 billion-asset manager, has hired Sam Berridge as a resources analyst concentrating on researching small mining companies. Berridge is part of a Perennial Value Small Companies team and started work at the company on April 30, a statement says. He was previously a metals and mining analyst at Royal Bank […]
Investment Strategy

JPMorgan treasury services calls in its bankers

Superannuation funds and asset managers want advice on derivatives, investments in Asia, mergers and regulatory changes and JPMorgan has four bankers servicing such needs, says Robert Bedwell, a managing director at JPMorgan. Bedwell says his colleagues have been asked over the last 18 months about how changes in US law may affect their investments.  JPMorgan […]
Investment Strategy

Perennial Real Estate wants more

David Kivell has been managing director at Perennial Real Estate Investments for less than two months. But he has grand visions. Kivell, who oversees an investment team of 11 people that manages $1.4 billion in publicly traded or soon to be traded property stocks, wants to bolster funds under management to as much as $6 […]
Investment Strategy

Simon Shields to leave UBS job, start hedge fund

Simon Shields, the head of Australian equities at UBS Global Asset Management, will leave the company to set up a hedge fund with his colleague Shane Fitzgerald. “Shane and I are going to set up a fund in April,” says Shields. A Standard & Poor’s report says the new fund will have “a total return […]
Investment Strategy

Liquidnet dark pool fills up

After a record February, Liquidnet, the so-called dark-pool trading network for asset managers, will soon have as many as 58 Australian funds as customers. Liquidnet says investors seem to be putting more money in stocks, helping to underpin the prospects of further record volumes for the company during the rest of the year. In February […]
Investment Strategy

Blue Sky Investments says few will follow its IPO

Blue Sky Alternative Investments Ltd., which raised $6.47 million in an initial public offering, says it hopes its IPO will attract foreign investors to help grow a business that now has $180 million in assets under management. The company, whose headquarters are near Brisbane’s Botanic Gardens, says it hired Debra Goundrey last year to work […]
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