Forsyth Barr’s new fund management subsidiary aims to fill a space in the market for a mid-sized active firm and deal with perceptions of any conflict of interest. Octagon Asset Management is essent
By Jonathan Underhill Oct. 14 (BusinessDesk) - Fisher Funds Management lifted funds under management by 10 percent to $6.6 billion in 2015, helping underpin earnings in a year when investment returns
Fund manager Fisher Funds has bought Aon New Zealand’s KiwiSaver business, adding a billion dollars to its funds under management, although the price isn't being disclosed. Aon is an insurance bro
The two-thirds owner of Fisher Funds, Taranaki-based Toi Foundation, has scotched a report in Australian media that it is seeking to quit its holding in the newly beefed-up KiwiSaver provider and fund
The Bankers Investment Trust aims over the long term to achieve capital growth in excess of the FTSE World Index and annual dividend growth greater than inflation, as defined by the UK Retail Prices I
BlackRock has made its first private credit investment in New Zealand, financing development in Auckland’s Westgate as part of a $235 million package. The deal just inked will benefit Westgate Town
The Reserve Bank of New Zealand's managed funds graph for the first three quarters of 2020 resembles a big tick. From the peak at the beginning of the year, the line descends sharply to the March low,
By Jonathan Underhill Sept. 24 (BusinessDesk) - Milford Funds , the public issuer of Milford Asset Management's retail funds, reported a 79 percent jump in annual fee revenue reflecting an inflow of m
Australian Foundation Investment Company Limited specializes in investing in Australian equities. The company has a diverse portfolio of 75 Australian companies. The company follows a dividend reinves
A property developer at the centre of two failed residential projects says he will offer investments in a new style of fund producing returns as high as 30%. Two Auckland families are homeless after s
The market watchdog alleges current and former directors of Booster KiwiSaver used funds to invest in related wine businesses, gaining an advantage and failing to disclose conflicts of interest. The
By Jonathan Underhill March 19 (BusinessDesk) - Salt Funds Management, the boutique investment manager set up by its principals about two years ago, has won the mandate to manage AMP Capital's active.
New data from the US industry body, the Investment Company Institute, shows a global managed fund market in rude health. According to the ICI data, the amount of money mooching around in regulated fun
The idea that investors have to choose between "responsible investment" and good returns has been decisively debunked, says research released today. The Responsible Investment Association Australasi
On day one of the New Zealand Infrastructure Investment Summit in Auckland, an Italian construction giant declared it was returning to the country. On day two, the Italian tunnelling firm Ghella annou
By Chris Cumming The new leadership in Washington has declared plans to fulfill a longtime policy goal for private-equity managers: expanding the pool of ordinary people who can invest in the asset cl
Most of Mercer New Zealand’s KiwiSaver customers are now investment pioneers, with a small part of their portfolio allocated to private debt. Mercer NZ’s chief investment officer, Padraig Brown,
The absence from the venture capital market of the country’s larger KiwiSaver funds is one of the factors holding back early-stage New Zealand companies’ growth, says the chief executive of NZ Gro
While the New Zealand government mulls over introducing new legislation to allow for harder sanctions against Russia for its invasion of Ukraine, four large state-owned NZ investment funds will be dum
Fisher Funds senior portfolio manager Ashley Gardyne has taken over the role of chief investment officer from Frank Jasper who has decided to step down. Gardyne has been with the specialist investment
Social investment is one of this Government’s big ideas – but what role can private investors play? Jem Traylen talks to three investment experts who are already working in this space. The chair
Investment funds into early childhood education are thriving despite rising costs, staff shortages and inadequate government funding plaguing the sector. While small services struggle to stay afloat
Investment funds into early childhood education are thriving despite rising costs, staff shortages and inadequate government funding plaguing the sector. While small services struggle to stay afloat
Passive investing has been the fastest-growing investment vehicle in recent years, particularly during the pandemic. The following figures – published by Boston Consulting Group (BCG ) in its Global
Smartshares will soon be able to offer its funds to investors in the Asia region after it was granted the first ‘investment passport’ under a new cooperation scheme. The Financial Markets Autho
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