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Showing 91 - 100 of 127 results for %22thematic funds%22

What is the future of transition management?

JAMES FERNYHOUGH  |  WEDNESDAY, 16 APR 2014
... more and more super funds merge. "I'm happy to see consolidation. It will play well to our business. It's a positive thematic, all things being equal." he said. However, while the merger process will give rise to a large volume of mandate transitions ...

Two 'recommendations' awarded to Carnegie Trust

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... portfolio could result from other funds combining with other style-biased strategies. "Lonsec believes that the Fund's Thematic and GARP investment style coupled with the unconstrained and concentrated nature of the portfolio can be blended with other ...

APRA to scrutinise group insurance risk

JAMES FERNYHOUGH  |  WEDNESDAY, 12 FEB 2014
Group insurance risk management will be top of the agenda in a number of thematic reviews to be carried out by the Australian Prudential Regulation Authority (APRA), according to the regulator's general manager Greg Brunner. Speaking at the Australian ...

Altair launches two funds for retail investors

MARK SMITH  |  WEDNESDAY, 12 FEB 2014
... income while the Altair Advantage Fund aims to achieve medium to long term capital growth. Altair is a high conviction, thematic Australian equity manager offering investment options designed to meet the financial needs of clients at different life stages. ...

Aussie ETF use reaches new level of sophistication

MARK SMITH  |  MONDAY, 9 SEP 2013
... "They are no longer viewed as just a core exposure instrument, but are increasingly being applied at a more granular or thematic level. "Similar to experiences in other markets, ETFs are also being increasingly used by advisers in a range of ways - as ...

A-REITS rewarded for cleaning up act

MARK SMITH  |  TUESDAY, 23 JUL 2013
... likely have the best potential to add alpha. "We observe that the current quest for yield across the sector is a similar thematic to that which drove much of the excesses in the lead up to the GFC," he said.

Ironbark acquires Deutsche AM Australia

MARK SMITH  |  MONDAY, 1 JUL 2013
... would be minimal. "We believe the investment teams, styles and processes of Deutsche Asset & Wealth Management and Global Thematic Partners are highly regarded and we look forward to working more closely with them to seek to add value to investors' portfolios," ...

Variety of strategies needed for all-weather outperformance

MARK SMITH  |  WEDNESDAY, 22 MAY 2013
... favour." Morphic's investment process combines bottom-up fundamental stock analysis with a macro overlay, which identifies thematic drivers which that are wrongly priced by the market. "We get access to 95% of information from our Bloomberg screens and ...

Bribery and corruption concerns for super

LAURA MILLAN  |  MONDAY, 8 APR 2013
Superannuation funds must take into account the company's bribery and corruption policy when investing, as at least half of ASX-listed companies don't have a clear statement on these issues, according to recent Citi research. The study investigated ...

Over regulation delays global recovery

MARK SMITH  |  MONDAY, 8 APR 2013
... entirely warranted," said the report, which was co-authored by governance and stewardship director Mike Everett and global thematic strategist Frances Hudson. According to Everett and Hudson, high-profile conduct failures such as the LIBOR fixing scandal ...