Cambridge out, JANA in for NZ trust

by David Chaplin The NZ$1.5 billion (A$1.4 billion) Foundation North has replaced Cambridge Associates with the Australian firm JANA as investment consultants. The move ends a 10-year relationship between the big community trust and Cambridge. In a release last week

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The generational change at Maple-Brown Abbott

After nearly 20 years at Maple-Brown Abbott Ltd, Australia’s quintessential home-grown boutique fund manager, Dougal Maple-Brown doesn’t get too carried away with what for the past couple of months has been looking like, at last, a rotation in the style

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Perpetual’s plan of attack with global expansion

Aided by its two new global funds management subsidiaries in the US, Perpetual is giving its institutional distribution capabilities an overdue boost. And it is starting to pay off. Trillium Asset Management, an ESG specialist acquired early this year, is

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Martin Currie adds leverage to UK closed-end fund

In a sign of a high level of confidence in their ability to beat the market over time, Martin Currie has added a 10 per cent borrowing capacity to its UK-based closed-end ‘global portfolio trust’. The independent board, chaired by

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King back to Sovereign … and a more relaxed lifestyle

Ray King, the veteran asset consultant, has finished up a four-year stint at IOOF, where he had been assisting with its relatively small alternatives portfolio. He will now be concentrating on his private Sovereign Investment Research work and taking more

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New medical fund draws on hands-on experience

With an experienced engineer at the helm, one with a major in ‘mechatronics’ – a blend of mechanical and electronics engineering – and who has spent all his career in medical devices, Australian Unity’s new ‘Future of Healthcare’ fund is

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4D Infrastructure takes proven record to instos

Listed infrastructure manager 4D is looking to widen its distribution reach to include the institutional market as it approaches a five-year track record of strong performance. The boutique, founded by CIO Sarah Shaw and global equity strategist Greg Goodsall in

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Notes on a crisis: why the music could be noisy

Almost all global pension investors expect post-COVID financial markets to follow a ‘W’ path or play an accordion-like tune, a new survey has found. Whatever the shape of the future, it will not be smooth. The study, by UK-based research

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