July 26, 2020

Claire Casucci and Michael Sommers

Multi-asset strategies: not drowning, waving

Until a few years’ ago, multi-asset managers were consistently delivering reliable returns with good downside awareness. However, from 2018 there was a noticeable shift towards persistent underperformance in relative-value multi-asset managers which was outside the range of expectations. Frontier Advisors

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Lewis Bearman

Blue Orbit boutique snares big-name COO

Blue Orbit Asset Management, a new Melbourne-based boutique equities manager, has snared a highly regarded specialist chief operating officer, Lewis Bearman, to take on that role with the firm from next week, August 4. He has 34 years of experience

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Paul Curtin

Funds demand more from asset servicing providers

Asset servicing contracts between big super funds and fund managers and their custodian banks are getting increasingly complex. Drew Vaughan, a specialist consultant in the space, recently oversaw a new contract between TelstraSuper and its incumbent provider, J.P. Morgan, in

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Mark Lazberger

Yarra Capital adds to board’s fire power

Yarra Capital, the diversified Melbourne-based equities boutique, is building an impressive and experienced board, with the latest appointment announced last week (July 20). It is Mark Lazberger, who was most recently the chief executive of the former Colonial First State

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Gabriel Szondy

Szondy joins Alcoa super fund board as chairman

Gabriel Szondy has joined the board of the Alcoa of Australia Retirement Plan, as chairman, having been the company’s tax and audit advisor for many years when he was a partner at PwC and even after Alcoa moved its headquarters

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