Fund People Update

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  • Clime shareholders vote director out

  • Mercer loses COO

  • Netwealth appoints head of investment solutions

  • Fidelity appoints director of sustainable investing

  • State Street welcomes MD for portfolio solutions

  • Praemium appoints CEO

  • JP Morgan AM promotes CEO

  • Challenger CEO departing

  • Goldman Sachs appoints head of private wealth

  • Schroders loses co-head of APAC

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Fund People Update

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  • First Super welcome new director and associate director

  • Actuaries Institute appoints new president

  • AvSuper appoints new CEO

  • PIMCO appoints Asia Pacific head in promotion

  • CFS welcomes new senior investment manager

  • Australian Ethical makes new appointments, promotes equities head

  • Cbus appoints new leaders

  • LUCRF Super investments head resigns

  • Impact Investing CEO stepping down

  • JP Morgan executive retires

  • UniSuper CEO resigns

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Fund People Update

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  • Future Fund welcomes CIO and other new appointments

  • AMP Capital appoints deputy chief executive

  • BNY Mellon nominates country head

  • JP Morgan welcomes new chief Asia Pacific equity strategist

  • Telstra Super welcomes new head of equities

  • Cbus welcomes first IT chief

  • AMP Capital’s Asia Pacific MD departs

  • Challenger loses life CEO to new position

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ESG Global Update

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  • ISS ESG included in Environmental Finance’s 2020 Data Guide

  • JP Morgan launches integrated ESG policy statement for global business

  • ISS ESG: In Wild 2020, Fund Investors Find Virtue in ESG Factors

  • World Economic Forum: 395m new jobs by 2030 if business priorities nature

  • UNSW study: transitioning to renewable energy will not harm global economy

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Fund Product, Company and Regulatory Updates as at 16 July 2019

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Fund Product, Company and Regulatory Updates as at 16 July 2019

  • BetaShares launches government bond ETF

  • Blockchain super admin platform launched

  • Boutique fund manager Mhor Asset Management shuts down

  • JP Morgan dumped at Funds SA after two decades as custodian

  • Deutsche Bank traversing new ground

  • AMP adds Zenith and Quilla to MyNorth, launches new portfolios offer, publishes whitepaper

  • Hostplus in merger talks with Club Super

  • CountPlus offloads conflicting SMA platform solution

  • ASIC cancels AFS licence of Australian Mutual Holdings Limited

  • ASIC offering fintech more flexibility

  • ASIC increases licence application requirements

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Fund Product, Company and Regulatory Updates as at 4 June 2019

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Fund Product, Company and Regulatory Updates as at 4 June 2019

  • Perennial launches active ETF with an ESG strategy

  • Legg Mason launches new ‘deeper green’ ESG fund

  • Moelis Australia launches insto credit fund on the ASX

  • BetaShares launches Indian ETF

  • SSGA to launch ETF model portfolios

  • Alleron IM relaunching brand

  • MLC Life appointed group insurer by Maritime Super

  • Cartel class action launched against major institutional investors

  • Natixis joins Future Females in Finance

  • Sunsuper integrates CBH Super in another merger

  • Blue Sky placed into receivership

  • NAB sells Ausmaq to German group

  • APRA zeroing in on IOOF group companies

  • Aurora fund takeover bid fails

  • Macquarie Securities pays $300,000 penalty

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Fund People as at 9 April 2019

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  • Pinnacle welcomes new head of retail, marketing director, director of listed products

  • QIC appoints new chair

  • Ernst & Young appoint super and insurance expert as partner

  • Mine Super appoints new CIO

  • J.P. Morgan welcomes new CEO

  • AMP Capital appoints new local real estate head

  • Future Fund creates new deputy CIO role

  • Rice Warner changes to leadership team

  • New head of Australasia at Blackrock

  • FSC welcomes new board members

  • Sunsuper welcomes AustSafe Super’s CEO in new role after merger

  • Aberdeen loses head of fixed income

  • BUSSQ puts long-standing CIO ‘on leave’

  • IOOF loses MD in Royal Commission take-down

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Fund People as at 22 May 2018

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  • Rest Super appoints senior analyst

  • Perpetual appoints new CEO

  • CBA announces acting CFO

  • PIMCO and Allianz seeking 50 new hires

  • FinTech Australia appoints new CEO

  • New Shadow Minister for Financial Services

  • Westpac appoints new group exec of customer and corporate relations

  • First State Super retiring

  • JP Morgan NZ resigns

  • Blue Sky director resigns

  • Young Leaders in Finance Award finalists announced

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Fund Product, Company and Regulatory Updates as at 8 May 2018

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  • Renewable energy investment fund launched

  • Active ETF to be launched by Fidelity

  • Lifecycle pension strategy launched by REI

  • Fixed income portfolio ESG launched by XTB

  • Active EFT to be launched by InvestSMART

  • BlackRock’s iShares ETFs restructured

  • ESG indices launched in J.P. Morgan and BlackRock collaboration

  • Acorns Australia renamed

  • CBA enters enforceable undertaking

  • ASIC welcome AFCA, board members named

  • ASIC cancels SMSF auditors’ registrations

  • First Super voting against AMP board

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Fund Product, Company, and Regulatory Updates as at 6 December 2016

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  • IOOF launches new adviser portal
  • Cbus launches employer app
  • Netwealth and Stanford Brown team up in MA offering
  • Mercer buys Pillar off the NSW Government
  • Franklin Templeton announces new operating structure
  • Macquarie merges two groups
  • HSBC opens new Sydney office
  • BTFG merges business areas: advice research with investment research
  • JPMorgan Chase pay bribery penalties after hiring family and friends
  • Budget Super Tax Package passed in Parliament
  • CommSec pays $200,000 infringement notice
  • Banking and financial services inquiry voted in
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