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Showing 71 - 80 of 6443 results for "Benchmark"

Climate change to create 'portfolio manager 2.0':Robeco

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
As the environmental landscape changes and the convergence of climate change and natural loss spark reactions from policymakers, portfolio managers and investors must transform their skill sets. Speaking at the Australian Institute of Superannuation ...

Russell adds to sustainable managed portfolios

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... Russell's sustainable managed portfolios target lower carbon emissions and enhanced ESG outcomes compared to the relevant benchmark. The portfolios comprise listed securities, managed funds and exchange-traded funds with the aim of meeting both investment ...

Talent attraction key to family office growth: KPMG

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... driving an increase in demand for investment and management staff, according to KPMG's Australian Family Office Benchmark Report 2023. The survey, produced by KPMG together with Agreus and The Table Club, was conducted from late December 2022 to ...

Global X launches US tech ETF

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... performance compared to other major markets," he said. "The Global X 100 Index has easily outperformed Australia's own benchmark share index, returning 18.7% p.a. over the five years to August 15, compared to 6.9% p.a. for the S&P/ASX 200 and 14.0% for ...

Magellan performance halves across the board

KARREN VERGARA  |  FRIDAY, 18 AUG 2023
... George said there are signs of performance improvement, pointing to the Global Equities Strategy which outperformed the benchmark over the second half of the financial year and made $11 million in performance fees. "These figures reflect the changes ...

GQG hits $104.1bn on back of inflows

ANDREW MCKEAN  |  FRIDAY, 18 AUG 2023
... coupled with expansion in Australia. Carver added that each of GQG's flagship investment strategies outperformed its benchmark over every rolling five-year period since inception. He emphasised this consistent performance as a pivotal reason clients ...

Norway's sovereign wealth fund returns 10%

ANDREW MCKEAN  |  THURSDAY, 17 AUG 2023
... energy infrastructure saw declines of 4.6% and 6.5% respectively. Also, the fund's overall performance trailed its benchmark index by 0.23%, a shortfall of $7.54 billion. Norges Bank Investment Management chief executive Nicolai Tangen attributed ...

High rates impacting REITs: Quay

CHLOE WALKER  |  FRIDAY, 11 AUG 2023
... respectively. Over the same period, bonds also started selling off, Blaess said. In the US, the 10-year treasury yield, the benchmark risk-free rate rose from 1.4% to the current rate of 4.0%, peaking as high as 4.3% along the way. "The impact to REITs ...

APRA finalises framework for MySuper products

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
... of MySuper and lifecycle products. The crux of the framework revolves around adjusting the actual return formula and benchmark return formula. This translates to nuanced recalibrations during quarters marked by a change event, like shifts in lifestage. ...

Hejaz debuts Australia's first Islamic pension product

ANDREW MCKEAN  |  WEDNESDAY, 9 AUG 2023
... whereby its Sharia-compliant superannuation products were exclusively advised. "We feel that that's a conservative benchmark that we're working towards, we should be able to exceed that reasonably quickly. It's a rapidly growing market we're ...