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Showing 111 - 120 of 6449 results for "Benchmark"

Absolute-return bond funds fail ambitious returns: Research

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
An analysis of absolute-return bond fund managers found that they have "ambitious" returns as only one in seven strategies meet their objectives. The Morningstar research found that most absolute-return bond managers will not always provide positive ...

BlackRock to list low-cost property and infrastructure ETFs

CHLOE WALKER  |  MONDAY, 8 MAY 2023
BlackRock will launch two new core ETFs, the iShares Core FTSE Global Infrastructure (AUD Hedged) ETF (GLIN) and the iShares Core FTSE Global Property ex Australia (AUD Hedged) ETF (GLPR). The ETFs will be priced at 20 basis points (or 0.20%), an amount ...

Jones calls for taxonomy to clarify greenwashing

RACHEL ALEMBAKIS  |  WEDNESDAY, 3 MAY 2023
Assistant treasurer and minister for financial services Stephen Jones said that without a sustainable finance taxonomy, regulators will only be able to catch the "most egregious" examples of greenwashing in Australia. Speaking at the Australian Council ...

NZ Super Fund chief executive resigns

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
After 15 years, NZ Super Fund chief executive Matt Whineray will step down at the end of the year. In announcing his decision, Whineray said he feels privileged to have worked with "such a talented and committed team" at the Guardians of New Zealand ...

YFYS sanctions don't help existing members: ISA

CHLOE WALKER  |  THURSDAY, 27 APR 2023
On the back of yesterday's heatmaps from APRA, Industry Super Australia (ISA) has said it's clear that closing funds to new members is a Choice sector business model, not a punishment. The Choice heatmaps revealed two thirds of products that are closed ...

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... of confidence as an all-around bond option, though its limited scope to deliver positive alpha against our category benchmark moderates our view. Our rating methodology assesses the strategy's capacity to outperform the category index, and this strategy's ...

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... published heatmap results. Of the 407 options with an eight-year return history APRA analysed, 182 or 45% underperformed the benchmark. APRA singled out 80 options that significantly underperformed. They are operated by trustees AUSCOAL Superannuation ...

APRA consults on approach to combining product histories

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2023
... product. "In short, the draft technical determination would modify the actual return formula in reg 9AB.12(2) and the benchmark return formula in reg 9AB.14(2) for lifecycle MySuper products to ensure that any changes to the product are reflected in ...

Frontier Advisors tops asset consultant ranking

ANDREW MCKEAN  |  MONDAY, 17 APR 2023
According to the Peter Lee Associates survey of Australian institutional investors, Frontier has kept its place as the top asset consultant in the country. The Peter Lee Associates survey collected opinions from around 100 chief investment officers ...

Top rated superannuation products in Australia revealed

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
Rainmaker Information's assessment of superannuation products shows that 56 super funds boast at least one AAA-rated product, down from 66 last year. Rainmaker's AAA Quality Rating evaluates superannuation products on performance, costs, insurance ...