Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 101 - 110 of 282 results for "Mutual fund"

Eaton Vance acquires $16bn fund manager

ALEX BURKE  |  MONDAY, 24 OCT 2016
... investment sector. Its Calvert Social Investment Fund (later renamed the Calvert Balanced Portfolio) was the first mutual fund to oppose investments in apartheid-era South Africa. Calvert provides actively and passively-managed US equity, global equity ...

Capital Group reappoints former exec

KERRIE SYDEE  |  TUESDAY, 30 AUG 2016
Capital Group has reappointed a former senior employee who now holds the role of senior vice president, capital strategy research. Michael Thawley has re-joined Capital Group and in his new role will work with the company's global investment team, advising ...

Instos demanding ESG metrics

MARK SMITH  |  TUESDAY, 9 AUG 2016
Institutional investors are calling for metrics to analyse companies' environmental, social, and governance (ESG) practices in the belief that these can correlate with positive financial performance. Michele Giuditta, associate director at global analytics ...

Chinese and Dutch investment giants explore long-term alliance

ALEX BURKE  |  TUESDAY, 28 JUN 2016
One of China's largest asset managers and the in-house investment manager for the Netherlands' $500 billion National Civil Pension Fund (ABP) are in discussions to form a long-term strategic alliance. APG manages assets for ABP, which is the Netherlands' ...

MSCI delays China A shares inclusion in indices

MARK SMITH  |  FRIDAY, 17 JUN 2016
Global index provider MSCI has delayed including mainland China-listed equities, known as A shares, in its MSCI Emerging Markets Index. Over recent months Chinese authorities have introduced significant improvements in the accessibility of the China ...

US mulls borrowing limit on leveraged ETFs

MARK SMITH  |  WEDNESDAY, 8 JUN 2016
US financial regulator, the Securities and Exchange Commission (SEC), is considering introducing measures to restrict how much mutual funds can invest in leveraged exchange traded funds (ETFs). The product type gives investors geared exposure to a given ...

Foreign managers priced out of super

ALEX BURKE  |  MONDAY, 30 MAY 2016
... difficult to adjust staffing in response to changing commercial conditions." The report concluded: "While Australia's mutual fund industry is arguably among the most highly developed in the Asian region, the challenges that foreign asset managers face ...

Competitive forces driving US pension fees down

MARK SMITH  |  WEDNESDAY, 18 MAY 2016
... trillion. On average, the fees 401(k) participants pay for funds fell from 0.77% in 2000 to 0.54% in 2014, according to mutual fund industry trade group ICI. In March, Vanguard chairman and chief executive Bill McNabb told Financial Standard that US ...

Australia, a tough nut to crack

ALEX DUNNIN  |  THURSDAY, 7 APR 2016
Australia's brutally competitive investment market is much harder for overseas investment managers to crack than many realise, notes a leading US investment management consultant. Cerulli Associates has just released a client briefing about the Australian ...

Northern Trust appoints APAC head

DARREN SNYDER  |  TUESDAY, 5 APR 2016
... leader in OCIO for more than 10 years. During his career, he has also worked at T. Rowe Price where he was responsible mutual fund and sub-advisory product development. He holds an MBA from the Tuck School of Business at Dartmouth College and a bachelor's ...