Citi

Citi has incorporated ESG scores into its global securities services data platform, Citi Velocity Clarity, allowing clients to analyse the sustainability exposure of their holdings at the portfolio and security level. It’s unique to Citi and proving popular with clients. The new capability, which Citi believes is unique among major asset servicing providers, is proving popular with clients, the firm said in…

NAB Asset Servicing is expected to be confirmed as the asset servicing partner of the combined LGIAsuper and Energy Super following competitive pitches between the incumbents of both funds. Thomas Murray was adviser to the new $20 billion fund. The win is a major victory for NAB Asset Servicing (NAS). It is the biggest contested…

After a review which took just over a year, State Street has been awarded the challenging asset servicing task of transitioning Perpetual Investment Management’s Australian funds management business. The ultimate prize may be to also take on the bigger asset base from the Perpetual group’s new US fund management subsidiaries. The announcement last week (January…

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 looking to add value to its investee companies. Victor Windeyer, the portfolio manager of the…