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Showing 1 - 10 of 690 results for "Passive"

Performance test needs better metrics, durability

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... 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 management. It also encourages more short-term investment decisions as funds ...

Future Fund deputy CIO jumps to Blue Owl

ELIZABETH FRY  |  FRIDAY, 26 APR 2024
... Clarke said the US firm employs unique strategies that set it apart, including its GP strategic capital - where it takes passive minority states as general partners - and its real estate platforms. "We are the preeminent manager in that space, having ...

ETF market to soar 30%: State Street

KARREN VERGARA  |  TUESDAY, 9 APR 2024
Australia's exchange-traded fund (ETF) sector is tipped to rise 30% in 2024, buoyed by passive equity and fixed income products, State Street predicts. Tim Helyar, the country head for Australia at State Street, said the forecast is based on discussions ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... of these, nor have they been able to exploit high country return dispersion to achieve excess returns. An alternative passive approach for investors involves multiple factors," McCormack said. "The combination of the four factors capturing both cyclical ...

ASIC extends ETF class order

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
ASIC has released a new legislative instrument that extends relief to a broader class of quoted funds. ASIC Corporations (Relief to Facilitate Admission of Exchange Traded Funds) Instrument 2024/147 replaces [CO 13/721] ASIC Corporations (Relief to ...

Government consults on options to improve performance test

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... benchmarking unlisted assets and the lack of consensus on appropriate indices for these assets, alongside the encouragement of passive benchmark hugging. Another option would introduce a multi-metric framework to assess performance. A key benefit of ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... however, 80% of them underperformed. In recent years, Lee said the industry has experienced fee compression, both across passive and active managers. "It's really hard for long equity managers to actually charge clients on performance fees. It's ...

Fund selectors harbour AI bubble fears, affirm belief in its longevity

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
... adjustments within asset classes. The survey also highlighted a decade-long effort by wealth managers to balance active and passive investments, with a current allocation of 64% to active and 36% to passive. With expectations of sustained high interest ...

Actively managed, ESG funds top 2023 outflows

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... According to Calastone's Global fund flows report, actively managed strategies lost $42 billion (US$27.2bn), eclipsed by passive equity funds that attracted $31 billion (US$20.1bn) of inflows. "Passive funds are once again in the ascendency, bringing ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... super funds are guided by ESG policies that screen controversial weapons for actively managed investments - but not for passive strategies. TelstraSuper, for example, maintains a general investment exclusion for manufacturers of controversial weapons ...
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