June 14, 2015

Vanguard steals a march on index companies with China

Vanguard has gazumped MSCI and FTSE/Russell by moving to directly include China A shares in its emerging markets ETF products and strategies. The two index companies vacillated in their latest deliberations. The news from Vanguard, which is not known for

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Matthew Chan

DTCC study on Stock Connect illustrates hurdles

Matthew Chan A study commissioned by DTCC (the industry-owned Depository Trust & Clearing Corporation) has provided an interim report card on progress with the Shanghai-Hong Kong Stock Connect cross-border investment reform. It suggests there are still several hurdles to overcome.

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Jerome Lander

WLM investment committee adds another independent

Jerome Lander  Jerome Lander, the former CIO of NSW WorkCover and a former Russell Investments consultant, has been appointed to the investment committee of Dynamic Asset Consulting, a firm associated with financial planning group WLM Financial Services. Lander joins Lukasz

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John Hamer

Hamer returns to funds management with boutique role

John Hamer John Hamer, an experienced marketer, has returned to the funds management industry after four years in financial services media. He has taken an institutional business development role at the established boutique manager Private Portfolio Managers (PPM). Hamer was

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Tim Mitchell

Long-time NZ Super exec decamps to UK

Tim Mitchell New Zealand Superannuation Fund (NZS) veteran, Tim Mitchell, has resigned after more than a decade in various senior roles at the organisation. Mitchell moved to his most-recent strategic advice position earlier this year following a stint as head

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Joe Antonellis and Colin Brooks

Big names see out a generation in custody

Joe Antonellis and Colin Brooks Two big names in global custody are moving on, it was announced last week – State Street’s Joe Antonellis, who is to retire later this year, and HSBC’s global sub-custody boss, Colin Brooks, who has

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