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Showing 1 - 10 of 6434 results for "Benchmark"

Platinum bleeds $1.4bn in outflows

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... $18 million hit to revenue. One large client told the fund manager that it intends to rebalance its exposure away from benchmark agnostic global equity managers. "As such, we do not expect the account to close but rather to see a reduction in mandate ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... overweighing them in its flagship Australian Share fund, which achieved a 10-year return of 10.8% compared to the 8.3% benchmark. Its Emerging Companies fund, which invests in small caps, achieved a 12.6% return since inception, beating the 6.9% benchmark. ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... to generate, on average, higher excess returns, with data revealing the median active manager has underperformed the benchmark in 10 out of 14 calendar years. VanEck portfolio manager and key author of the research Cameron McCormack said: "Emerging markets ...

US Federal Reserve eyes multiple interest rate cuts this year

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
The US Federal Open Market Committee (FOMC) chose to keep the benchmark policy rate at 5.25% to 5.50%. Despite holding rates at their current level, the latest dot plot revealed the FOMC expects 75 basis points of cuts this year, with more to come in ...

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... always be aware of the extent to which [investment grade credit] managers employ riskier securities, both in and off-benchmark." Th report said manager selectors have an "invaluable opportunity" to evaluate active fixed income teams' decisions and performance ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... however, as of February 29, it had just $20.84 million in funds under management. It has consistently underperformed its benchmark, a blend of relevant indices; over one year it's returned 7.95% post-fees versus the benchmark's 12.98% and since ...

Ontario Teachers' massively underperforms benchmark

ANDREW MCKEAN  |  WEDNESDAY, 13 MAR 2024
Ontario Teachers' Pension Plan Board reported a meagre 1.9% net return for 2023, falling short of its 8.7% benchmark, translating to a $15.8 billion negative value add. This contrasted with a modest 4% return in 2022, which surpassed its benchmark ...

Government consults on options to improve performance test

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... outcomes. It questions whether tweaks can overcome the test's limitations - namely, its reliance on a single-metric benchmark portfolio that only evaluates investment strategy execution without considering strategic decision-making or risk management. ...

Advisers show growing interest in ASX-listed Bitcoin ETF

ANDREW MCKEAN  |  TUESDAY, 5 MAR 2024
... subsidiary was the first to launch a definitive suite of digital asset indexes with its flagship Bitcoin & Ethereum Benchmark Rates." In Australia, VanEck has been engaged with bringing a spot Bitcoin ETF to the ASX since early 2021. It was the first ...

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... Jones Industrial Average hit its lowest level since 1962 and the height of the Cuban Missile Crisis. "At the close, the benchmark was at 627 and went on to bottom at 578 later in the month. The Dow Jones is currently 39,000. The S&P 500 bottomed out ...
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