Principal® announces launch of new private infrastructure debt capability aimed at providing safety, stability, and enhanced returns amidst a constrained financing market

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Principal Asset Management has announced the launch of its new private infrastructure debt capability (the capability) and the hiring of Mansi Patel as senior managing director, head of infrastructure debt... Read more continue reading

Hamilton Lane’s Global Private Assets Fund reaches five-year track record milestone, surpassing AUD$6.3B in AUM

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Leading private markets investment management firm Hamilton Lane (Nasdaq: HLNE) has announced that its Global Private Assets Fund (“GPA” or the “Fund”) has reached approximately AUD$6.3B in AUM and has... Read more continue reading

Loomis Sayles launches Global Bond Fund to Australian wholesale market

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Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, has announced it has launched its Global Bond Fund (the ‘Fund’) as an offering to Australian wholesale investors.  The Fund... Read more continue reading

“Uniquely Alternative” – LGT Crestone unveils exclusive access to uncorrelated and idiosyncratic investment strategies

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LGT Crestone is introducing a tailored investment solution exclusively for its clients, providing access to a select group of idiosyncratic and traditionally hard-to-reach asset classes with low correlation to both... Read more continue reading

Forbes Fava Saville merger realises early benefits for clients – with exciting growth opportunities on horizon  

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 The merger of Forbes Fava Financial Planning and Finanalyze Financial Planning that was announced in December 2023 has been completed, systems/processes integrated and the new financial planning organisation is realising many benefits said Senior... Read more continue reading

What the budget means for equity investors

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Federal Budgets impact the stock markets in different ways. This Budget’s will impact equities , though to a limited extend compared to some others before it. The combination of income... Read more continue reading

Insync welcomes highly-regarded operations executive and two additional analysts

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Insync Funds Management (Insync) welcomes industry veteran Conor Byrne to head up its commercial operations, effective 1 May, 2024. Insync CIO, Monik Kotecha, said Mr Byrne has more than 35... Read more continue reading

Record claims paid highlights TAL’s role supporting Australians through some of life’s biggest challenges

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TAL has paid customers $4.2 billion in claims benefits in the 12 months to 31 March 2024, the highest annual claims ever paid by an Australian life insurer. Claims were... Read more continue reading

CFA Society Australia launched to deliver stronger voice for members

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CFA Society Australia has been launched following the amalgamation of three local CFA Societies, giving a stronger voice to Australian CFA charterholders and raising the recognition of the CFA credential... Read more continue reading

HLB Mann Judd appoints Peter Gardiner to newly created role

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Business advisory firm HLB Mann Judd Sydney has appointed industry veteran Peter Gardiner to the newly created role of corporate development executive, leading the firm’s continued growth.  He will report... Read more continue reading