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Showing 91 - 100 of 1734 results for "Performance of"

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... product. Having found the advice to be inappropriate, under the counterfactual scenario AFCA would compare the performance of the original APRA fund to the actual performance of the SMSF investment to calculate the loss," they said.

Holding mega-cap stocks could be detrimental: Research

ELIZA BAVIN  |  WEDNESDAY, 26 MAR 2025
... for investors. The research found that the recent period of extreme concentration in the US market, led by the performance of the Magnificent Seven mega-cap stocks, points to an opportunity for institutional investors to diversify in the period ahead. ...

TAL nabs AIA strategy lead

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... when the life office bought CommInsure from Commonwealth Bank in 2019. There, Archer was tasked with checking the performance of the insurer's investments following the introduction of Your Future Your Super rules. As head of strategy, he also helped ...

Jones calls out super sector, hints at more reform

ELIZA BAVIN  |  THURSDAY, 20 MAR 2025
... the super sector but said there are certainly improvements to be made. "We have done a lot of work to improve the performance of funds as fund managers, and growing wealth, and I think the industry has done a good job over 30 years of turning a small ...

Metrics acquires BC Investment Group

ELIZA BAVIN  |  MONDAY, 3 MAR 2025
... held by the Credit Trust is $140.3 million, however a deferred consideration may be payable based on the financial performance of BCI against defined targets in the 12-month period after completion. Then maximum additional payment is $6.9 million. The ...

Global active equity managers suffer their worst year in decades

ANDREW MCKEAN  |  THURSDAY, 27 FEB 2025
... spot, benefiting from diversified portfolios and effective risk controls. In the Australian market, the strong performance of the big four banks similarly created challenges for active managers, many of whom were underweight in these companies. But the ...

Platinum rolls out major leadership reshuffle

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2025
... he will have a mandate to improve the investment process with the clear objective of revitalizing the investment performance of the platinum International Fund. "We thank Andrew and Clay for their significant contributions and Andrew for his ongoing ...

Solutions to avoid concentration risk: Scientific Beta

MATTHEW WAI  |  TUESDAY, 25 FEB 2025
... experiencing a similar environment as a small number of large caps dominate indices. Further, Scientific Beta found the performance of individual factors varies with market dynamics, which poses as a significant challenge for funds to exploit concentration ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... consistently been a common theme throughout the research. In FY23, Mihaylov said noted a significant difference in the performance of the two cohorts with large SMSFs generating a 7% median ROR compared with just 0.4% median ROR for smaller SMSFs. However ...

Dexus names funds management executives to steer growth

MATTHEW WAI  |  TUESDAY, 4 FEB 2025
... appointments elevate our executive focus through two distinct roles," Du Vernet said "One is focussed on driving the performance of our existing funds and the other on evolving the products we offer our clients as their investment needs and the investment ...