Nikko AM appoints credit analyst to fixed income team

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Nikko Asset Management Australia (Nikko AM) has appointed Linda Luo to the newly created role of credit analyst within its fixed income team. The appointment brings the number of members of the fixed income team in Australia to five permanent, full-time employees. Ms Luo will be based in Sydney and will report to John Sorrell, […]

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Praemium AI innovation to enhance client adviser engagement

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Praemium has developed new platform functionality that provides advisers with knowledge and insights designed to enhance client engagement and strengthen the adviser-client relationship. In a platform industry first, Praemium’s innovation uses data science and technology to examine certain client behavioural patterns that may indicate a need for additional advice or guidance. Whether the behaviour patterns […]

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Zurich completes acquisition of ANZ’s life insurance business

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Zurich’s acquisition of ANZ’s life insurance business, OnePath Life, is now officially complete. The completion of the sale sees Zurich acquire the OnePath brand and product range, along with more than 500 employees who have joined the Zurich Life and Investments team across Australia. It also marks the commencement of a 20 year agreement for […]

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How the election result impacts super

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The re-election of the Coalition Government has provided more certainty for super fund members as they can focus on using the current rules to 30 June 2019 and beyond, rather than considering how they could have been impacted by a range of changes proposed by the ALP. In this article, we briefly examine the super […]

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State Street Global Advisors launches suite of ETF Model Portfolios for the Australian market

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State Street Global Advisors, the asset management arm of State Street Corporation (NYSE: STT) has announced the launch of a new suite of Model Portfolios powered by exchange-traded funds (ETFs) for Australian investors. The ETF Models, managed by State Street Global Advisors Investment Solutions Group, will be made available to financial and dealer groups via […]

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CFM boosts Australian team to meet growing investor demand for alternatives

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Global alternative beta manager Capital Fund Management (CFM) is pleased to announce the appointment of Craig Stanford to the newly-created role of Director, Investor Relations for Australia. Mr Stanford is based in Sydney and reports to Steve Shepherd, Head of Asia-Pacific at CFM. Mr Stanford brings with him over 20 years of experience in investment management, […]

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Perennial Private to Public Opportunities Fund – Cornerstoned by Morgan Stanley

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The award-winning Perennial Value Small & Microcap team*, led by Andrew Smith is releasing a new strategy – the Perennial Private to Public Opportunities Fund (Fund), exclusively available to Wholesale Investors. The new Fund’s objective is to generate superior, absolute returns, above a hurdle rate, from an actively managed portfolio of typically 30-45 unlisted growth […]

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Raiz Invest Limited international expansion: Joint venture agreement executed with key Malaysian institution

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The JVA is with Jewel Digital Ventures Sdn Bhd (Jewel), a wholly-owned subsidiary of PNB Equity Resource Corporation Sdn Bhd (PERC), which, in turn, is wholly owned by Permodalan Nasional Berhad (PNB) (www.pnb.com.my). Jewel is the investment vehicle set up by PNB to spearhead its digital business strategy which aims to unlock digital value propositions […]

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Centuria Diversified Property Fund’s second acquisition to take AUM over $100m

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Centuria Capital Group (Centuria) has announced the acquisition of 10 Moore Street, Canberra. The property known as the ‘Optus Centre’ will be directly purchased by Centuria Diversified Property Fund (CDPF) for $35 million from commercial property group Quintessential after contracts were exchanged last week. Commenting on the acquisition, Centuria’s Head of Real Estate and Funds Management, […]

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Liberal win a boost for LIC’S

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Listed Investment Companies (LICs) have dodged a political bullet with a Coalition victory over the weekend according to Zenith Investment Partners. Dugald Higgins, Zenith’s Head of Property & Listed Strategies said “For a sector that has raised $11.7 billion dollars of new investor capital over the last five years, a Labor win could have posed […]

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