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Showing 1091 - 1100 of 6727 results for "Benchmark"

ASIC sharpens focus on managed accounts

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
ASIC will keep a closer eye on managed accounts in 2019, which will involve scrutinising the financial advice provided in more detail. In its 2018-22 Corporate Plan, the corporate regulator announced a new project reviewing the practices of managed ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... implementing the changes with no delay resulted in an excess return of 1.3% about the S&P/ASX 200 Accumulation Index benchmark to March 2018. In comparison, a six-month delay would return an excess of 0.2%. If there were a delay of 12 months an excess ...

Bonds reward equity investors seeking refuge

KARREN VERGARA  |  MONDAY, 17 DEC 2018
... curve is fairly flat but still slightly up-sloping, FIIG director of education and research Elizabeth Moran added. "The benchmark three-year Australian Commonwealth Government bond rate is 1.90%, over five years is 2.01% and 10 years is 2.41%," she said. ...

CFS swaps global equities managers

KANIKA SOOD  |  FRIDAY, 14 DEC 2018
... Boston-based manager's funds in Australia. CFS FirstChoice global share fund had returned 4.81% or 0.08% above the benchmark since it was set up in April 2002 by current CFS general manager of investments Scott Tully's team. His role was recently ...

Bentham AM launches mFund

KANIKA SOOD  |  WEDNESDAY, 12 DEC 2018
... risk of the boutique's five strategies. Since then, the ABS fund returned 4.41% after fee which is 2.58% above the benchmark returns and had raised $131 million at September end. Now, the boutique is targeting a $100 million raise in the next 12 ...

APRA unveils new prudential measures

KARREN VERGARA  |  WEDNESDAY, 12 DEC 2018
... 2020. Among the initiatives, the regulator will require RSE licensees of MySuper and choice products to assess, annually benchmark and evaluate their performance in delivering sound, value-for-money outcomes to all members. APRA deputy chair Helen Rowell ...

UniSuper awards small caps mandate

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
... Bible. The Lennox Small companies fund has returned 17.2% per annum since its April 2017 inception. This is 8.5% over its benchmark S&P/ASX Small Ordinaries Accumulation Index's 8.72% p.a. return. Earlier this year, the boutique added a microcap strategy. ...

Insurer awards $80m mandate

KANIKA SOOD  |  MONDAY, 10 DEC 2018
... fund has delivered 4.3% per annum after fees since its August 2010 inception to October 31. This is 4.26% above the benchmark over the same time period, the manager said. Natixis Australia managing director Louise Watson: "In a time when investors are ...

FTSE Russell expands ESG research

HARRISON WORLEY  |  FRIDAY, 7 DEC 2018
FTSE Russell formed a global ESG research partnership with Sustainalytics, as investors demand ESG integration within their strategies. The partnership will allow the firm to develop a new set of ESG indexes, with Sustainalytics' ESG risk ratings research ...

Why indexing is big business

KARREN VERGARA  |  TUESDAY, 4 DEC 2018
With over three million active benchmarks across the globe growing exponentially, the changing nature of index providers is becoming increasingly more relevant in the investment process. The disproportionate ratio of stocks to indices shows no sign ...