retail investors

Investment Strategy

Diversification pulls up Perpetual

It might only have $100 million under management, but Perpetual’s Diversified Real Return Fund has a major role to play in the future of the fund manager as it rebounds from recent turmoil. Perpetual’s roller coaster ride is well known in the industry. The $1.2 billion that walked out the door when John Sevior left […]
Investment Strategy

Franklin Templeton hires Stuart Devlin

Franklin Templeton Investments Australia has hired Stuart Devlin as a Melbourne-based retail account executive as it seeks to garner more money from individual investors. “Franklin Templeton is building out its retail team after acquiring Balanced Equity Management,” says Maria Wilton, managing director of Franklin Templeton in Australia. Andrew Sisson, the founder of Balanced Equity Management, […]
Investment Strategy

Vanguard attracts individual investors

Vanguard is seeking to bolster its funds under management to capitalise on widespread disillusionment with active managers. “Institutional investors have embraced and understood our approach for many years,” says Joseph Brennan, chief investment officer, Vanguard, Asia Pacific. “The adviser and retail community are now more interested in index options” because regulatory pressure is seeking to […]