multi | Investment Magazine

Investment Strategy

Perpetual hires Sandi Orleow, Jeremy Rolleston

Perpetual Investments has hired Sandi Orleow and Jeremy Rolleston to raise money for a new fund that will invest in multiple asset classes. Orleow, who left Towers Watson as head of private markets in 2009, will sell the fund by trying to tailor it to a superannuation fund’s investment objectives, says Richard Brandweiner, group executive […]

I & T NewsDecember 21, 2011

Investment Strategy

Investec’s Michael Power: short U.S., long Asia, Australia, Middle East

Investec Asset Management strategist Michael Power’s advice is simple. Invest in Australia, Asia and the Middle East because Asia is where the global economy’s growth will occur while Australia and the Middle East have the resources Asia needs, says Power.

I & T NewsOctober 27, 2011

Investment Strategy

July 2011

In this Month’s Investment Magazine ESG unmasked: who voted in Australia’s first climate-change resolution, and why Straight out of Baltimore Global small-caps deserve to be a big deal Custodians eye bigger mandates

I & T NewsJuly 4, 2011

Investment Strategy

ipac sets risk rules in $4bn Aussie equities overhaul

Jeff Rogers Big multi-manager ipac has reallocated its $4 billion Australian equities portfolio to four active managers, and told them where to deploy risk, in an effort to exploit information advantages and minimise overlapping stock positions in large companies.

Staff WriterOctober 12, 2009

Hedge Funds

Merlicek's IOOF move ups his FUM 50%

Steve Merlicek Steve Merlicek will control up to $15 billion in multi-manager portfolios when he arrives at IOOF Holdings, after resigning from his long-held position as chief investment officer with the $10 billion Telstra Super.

Staff WriterSeptember 14, 2009

Investment Strategy

Merlicek’s IOOF move ups his FUM 50%

Steve Merlicek Steve Merlicek will control up to $15 billion in multi-manager portfolios when he arrives at IOOF Holdings, after resigning from his long-held position as chief investment officer with the $10 billion Telstra Super.

Staff WriterSeptember 14, 2009

Investment Strategy

MAP appoints Bennelong in ongoing portfolio review

Scrapping mandates with two large institutional managers, the superannuation and Australian equity multi-manager products run by the $300 million MAP have both allocated $10 million to the boutique Bennelong Funds Management.

Staff WriterSeptember 7, 2009

Unintentional

The end of asset allocation – Alternative investment ideas to salvage your portfolio

There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets play in any, ahem, alternative to it? […]

Staff WriterSeptember 4, 2009