Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 6451 results for "Benchmark"

Macquarie Asset Management launches low-cost active ETFs

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... shares in a single trade, with a management fee of 0.03% p.a. and a performance fee of 20% of outperformance of the benchmark. The Macquarie Core Global Equity Active ETF (ASX: MQEG) includes around 400-500 systematically selected global shares in a ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... and behavioural insights if they're to improve engagement. The latest CSBA FEAL Superannuation Experience & Engagement Benchmark expanded its coverage to survey super fund members' attitudes and behaviours around retirement. In doing so, it found no ...

Betashares launches Australian Major Bank Subordinated Debt ETF

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... along with a high degree of capital stability. At the same time, the income paid by these bonds varies in line with benchmark interest rates, offering protection against rising interest rates," Betashares said. Betashares chief executive Alex Vynokur ...

Platinum's FUM dips below $14bn

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... share price by 20% to $1.00. "Product limitations make it difficult for Platinum to attract fund flows. Platinum's benchmark agnostic, contrarian investment style and performance deviate materially from global equity benchmarks, preventing its products ...

Fidelity to roll out more active ETFs

JAMIE WILLIAMSON  |  MONDAY, 6 MAY 2024
... billion in funds under management (FUM), as of this month. The Fidelity Australian Opportunities Fund has outperformed its benchmark by 0.73% per annum, with a return since its 2012 inception of 10.35% per annum. It has about $183 million in FUM. Meantime ...

Performance test needs better metrics, durability

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... implementation of the strategic asset allocation (SAA) aspect as opposed to the suitability of the SAA itself. It is also benchmark or indices focused. "This leads more funds to focus more on the passive management side and reduces more of that active ...

Poor investment governance costly for asset owners, members: KPMG, Frontier

ANDREW MCKEAN  |  WEDNESDAY, 1 MAY 2024
Most asset owners estimate that poor investment governance could increase portfolio costs by 1% or more annually, according to a joint report by KPMG and Frontier Advisors. The report, which surveyed 22 asset owners in the local investment industry ...

Future Fund posts 10.1% annual return, surpassing benchmark

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
The Future Fund has reported a one-year return of 10.1%, exceeding its target benchmark of 7.6%, as its total assets under management reached a record $223.4 billion. So far, this financial year, the sovereign wealth fund has posted an 8.3% return ...

Actuaries Institute proposes new performance test measure

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... test to better cater for investments and strategies that do not naturally align with the prescribed asset classes and benchmark indices used by the test, such as ESG-focused investment strategies. "... the risk-adjusted metric should ensure sufficient ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... Wholesale Imputation Fund, which took the biggest hit, recorded a net return of -2.5% in the year to March 2023, while its benchmark reported -0.6%. More recent Rainmaker data in the year to December 2023 shows that the First Sentier WS Strategic Cash ...
PREVIOUS
NEXT