All Articles tagged with 'Matthew Harrison'

You are in Posts tagged 'Matthew Harrison'

Franklin Templeton appoints Sales Director to support strong business growth

From Franklin Templeton Investments

Franklin Templeton Australia has appointed Huw O’Grady to the position of sales director, based in Melbourne. O’Grady, with over 15 years of experience of working in the investment management sector, joins from Grant Samuel Funds Management, where he spent the past seven years as key account manager, responsible for growing funds under management across advisory

continue reading

02 Sep 2021

Franklin Templeton Australia recognised for award-winning global equities SMA

From Franklin Templeton Investments

Franklin Templeton Australia has been named, for the second year in a row, the winner of the International Equities category at the 2021 IMAP Managed Account Awards. The Institute of Managed Account Professionals (IMAP) is the only industry organisation for advisers, managers, providers and other businesses actively involved in offering or supporting Managed Accounts. This annual

continue reading

30 Aug 2021

‘Sufficient income for life’ the new retirement paradigm

From Martin Currie Australia

In a major update on their research-based approach to retirement income portfolio construction, leading active equity investment manager Martin Currie Australia reaffirms that retirees need to rethink the use of typical defensive portfolios based on risk/return theory and adopt a ‘sufficient income for life’ approach. Martin Currie highlights in their newly released research paper[1] that the sufficient

continue reading

19 Jul 2021

Franklin Australian Absolute Return Bond Fund hits $1bn in assets

From Franklin Templeton Investments

Franklin Templeton, one of the world’s largest investment managers, today announced that the Franklin Australian Absolute Return Bond Fund has passed a significant milestone, attracting $1 billion of funds under management from Australian investors. Launched in December 2014, the Fund’s combination of attractive returns and strong risk management proved appealing to investors during the Covid-19 pandemic.

continue reading

31 May 2021

Franklin Templeton Australia announces new distribution leadership team

From Franklin Templeton Investments

Franklin Templeton Australia has announced a new senior distribution leadership team, further reinforcing the firm’s commitment to delivering better client outcomes. The new Franklin Templeton Australia distribution leadership team includes: Felicity Walsh expands her role as Head of Sales, to lead both the institutional and retail sales teams Amy Teh continues in her role as Head of

continue reading

10 Nov 2020

Franklin Templeton announces senior distribution team appointments for Asia Pacific

From Franklin Templeton Investments

Franklin Templeton is pleased to announce the appointment of Vivek Kudva as the new Head of Asia Pacific (APAC), including India, reporting to the newly announced Head of Global Advisory Services, Adam Spector. In his new role, Kudva will be responsible for leading the firm’s retail and institutional distribution across the region and continue to

continue reading

29 Jul 2020

Franklin Templeton Global Equity Strategy added to Netwealth

From Franklin Templeton Investments

Industry-leading investment and superannuation platform provider Netwealth (ASX: NWL) has added the Franklin Concentrated Global Equity Ex-Australia portfolio, a Separately Managed Account (SMA), to its Managed Account Service. Under the arrangement, Franklin Templeton will select a concentrated portfolio of typically around 20 international stocks, and investors can own the underlying stocks in the strategy by investing

continue reading

14 Nov 2018

Franklin Templeton appoints Senior Director of Institutional Business

From Franklin Templeton Investments

Franklin Templeton Investments Australia has announced the appointment of Vivian Sun to the role of Senior Director, Institutional Business. Based in Melbourne, Ms. Sun will be responsible for managing and building the firm’s relationships with institutional investors in Australia and New Zealand. Reporting into Felicity Walsh, Head of Institutional and Alternatives, the role will support

continue reading

09 Nov 2018

Franklin Templeton announces key appointments to Australian Distribution Team

From Franklin Templeton Investments

Franklin Templeton Investments Australia has announced two key appointments to its distribution team in Sydney, adding depth to the firm’s ability to meet the needs of investors across Australia and New Zealand. Amy Teh has been appointed to the newly created role of Head of Investment and Consultant Relations. In this role, she will be

continue reading

05 Jul 2018

Praemium adds Franklin Templeton portfolio to SMA

The Praemium SMA has expanded its list of available international models with the addition of the Franklin Concentrated Global Equity ex Australia Portfolio. The model invests in a concentrated yet diversified portfolio of approximately 20 global stocks, comprising quality growth companies with sustainable business models and proven management teams. The portfolio aims to outperform the

continue reading

11 Apr 2018

Earn CPD Points

CPD: Rural property – the next investment frontier?
In this article DomaCom examines the case for investing in rural property and looks at how investors can invest in [...]
CPD: Message understood? Key considerations and steps when providing financial advice to vulnerable clients
Introduction Amidst an overall increased media and regulator focus on financial consumer protection, especially post the Hayne Royal Commission, the [...]
CPD: Impact investing and SDGs - a client conversation primer
Introduction Since the start of 2020, investment markets around the world have experienced a surge of activity. But while most [...]
CPD: Ethics and design and distribution obligations
The Design and Distribution Obligations (DDO) legislation, as detailed in ASIC’s Regulatory Guide 274 Product Design and Distribution Obligations, comes [...]
CPD: A new advice model to protect financial consumers - when Do-it-yourself becomes Do-it-together
Australian investors are having a Bunnings moment. Lured not by a cheeky sausage sandwich between meals, but by a sharemarket [...]