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Showing 91 - 100 of 807 results for "Passive"

Ausbil to launch inaugural ETF

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
... substantial opportunity in the Australian listed market for active dividend income managers. "While there are several passive, rules-based options available, we believe Ausbil's active management approach provides a distinct competitive advantage," he ...

Low-cost funds outperform in most asset classes: Morningstar

MATTHEW WAI  |  TUESDAY, 19 NOV 2024
... cheapest (38%) outperformed the priciest quintile (14%). Australian large-cap equities, which include a significant number of passive finds in the cheapest quintiles, saw the cheapest options log a 55% success rate as the priciest scored 20%. While fees ...

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
Active fund managers tend to outperform their passive counterparts in certain categories like Australian equity income and bonds, but the latter has better survivorship rates, according to Morningstar's latest Active/Passive Barometer report. The analysis ...

Invesco Advisers pays $26m over false ESG claims

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
... 70% and 94% of its total assets were 'ESG integrated' when, in reality, a significant proportion of assets were held in passive ETFs that did not integrate ESG considerations. The SEC said that it also found Invesco lacked any written policies in relation ...

Major global trends impacting advisers

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... investors were committed to their long-term investment strategy (45%) and believed active managers should help them outperform passive in the current environment (61.3%). Similarly, 72.5% of advisers agreed active managers were better for specialist ...

Asset managers need to improve performance: Morningstar

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2024
... losses to ETFs and industry funds by diversifying into more niche or exotic products that are harder to replicate through passive options." The report determined that recent business wins mainly reflected flows into nontraditional asset classes like ...

Best and worst performing ETFs revealed

ELIZA BAVIN  |  MONDAY, 14 OCT 2024
... for the past decade as more everyday investors are won over by low fees and a deepening understanding that broad-based passive index tracking ETFs provide diversification and reduced risk," InvestSMART chief executive Ron Hodge said. "InvestSMART's own ...

ETF winners and losers in September

ANDREW MCKEAN  |  THURSDAY, 10 OCT 2024
... accounting for over half the month's net flows. Australian equities, however, had a quiet month, with the largest market cap passive ETF seeing an "uncharacteristic outflow." Fixed income saw mixed results, as investors sold out of short duration floating ...

Nanuk fund lists as currency hedged ETF

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... said. "The strategy's ETF quotation provides an actively managed, currency hedged version as an alternative to using passive hedged strategies." In an August investment update, the Nanuk New World Fund benefited from the performance of Medtronic ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... ETFs comes at the expense of managed funds as only 15% of advisers stick with these vehicles, down from 20% year on year. Passive strategies are the largest driver of the activity, accounting for more than 90% of ETF assets. Advisers are also steadily ...