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Showing 1031 - 1040 of 6727 results for "Benchmark"

Impact investing an advice opportunity: Expert

HARRISON WORLEY  |  TUESDAY, 4 JUN 2019
An impact investing expert believes the principle offers financial advisers with an opportunity to engage people who might deem investing to be too complex for them. Speaking in Sydney yesterday, WHEB Asset Management managing partner George Latham ...

Plato fund shuts down

KANIKA SOOD  |  TUESDAY, 4 JUN 2019
... management costs. The underlying fund is going strong with $1.5 billion in funds under management and has delivered 1% above benchmark's 11.9% p.a. in total returns since its September 2011 inception, as at April 30. The boutique had $5 billion in funds ...

New tax-effective Aussie shares fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
... quantitative equities fund with Generation Life that aims to return 1-2% higher after-tax returns than the S&P ASX 200 benchmark would do, at a 65 bps fee. The portfolio will hold 50 to 60 companies, and derive its tax savings from taking into account ...

Financial tech firm refocuses strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 MAY 2019
An ASX-listed financial planning technology company will reconfigure its strategy following an unsuccessful pilot partnership with Commonwealth Financial Planning. Intiger will refocus its strategy on developing and marketing its BOOM software after ...

Boutique fund manager rebrands

ELIZABETH MCARTHUR  |  TUESDAY, 28 MAY 2019
... Asset Management chief investment officer Sean Squira said the Australian Eagle Long Short Fund had performed above benchmark. "Performance of 20% per annum or 8.2% above benchmark over the nearly three years of the fund's life is a pleasing result and ...

Fintechs to play vital ESG role: AXA

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... looking at creating a warming temperature gauge that would allow us to look at the portfolios of clients compared to the benchmark and see whether we are on track or how we can shift over time to produce better results with the two degree scenario." ...

Major instos hit with cartel class action

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... 'The Cartel', 'The Bandits' Club' and 'The Mafia' to talk to each other in order to coordinate the manipulation of FX benchmark rates, control the pricing of spreads and to trigger client stop loss orders and limit orders. Maurice Blackburn principal ...

New Perennial small caps active ETF

KANIKA SOOD  |  FRIDAY, 24 MAY 2019
... management fee plus expense recoveries of up to 0.10% plus performance fee of 20% of the fund's net return in excess of the benchmark return of S&P/ASX Small Ords Accumulation Index. "We are seeking to invest in small and mid-cap companies that are making ...

Ethics Centre to launch FASEA approved course

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 MAY 2019
... financial advisers in integrating FASEA reforms into their operations. "Our aim is for this pilot course to set the benchmark for ethics education for the financial advice community as it continues to develop into a profession. Financial advisers should ...

Chief economist update: Countdown to T-day

BENJAMIN ONG  |  FRIDAY, 10 MAY 2019
... are prepared for the worst - they've lightened up their equity allocations (as evidenced by the decline in most benchmark equity indices across the planet heading into T-day) and switched to the safety of the bond market. So far, it's still good. ...