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Showing 101 - 110 of 794 results for "Passive"

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
Financial advisers are helping drive the shift to passive funds as they choose exchange-traded funds (ETFs) over active, unlisted managed funds as a core building block in clients' portfolios. According to Investment Trends head of research Irene Guiamatsia ...

Australian Retirement Trust delivers 11.3% in FY24

KARREN VERGARA  |  MONDAY, 1 JUL 2024
... equities have held up the last couple of years." About half of the super fund's equity allocation is split across passive and active strategies. Meanwhile, the alternatives portfolio delivered "compelling returns" while real estate was the only detractor ...

Macquarie Asset Management launches low-cost active ETFs

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... long term core portfolio allocations, as they aim to deliver consistent excess returns. "There's still a role for passive investing at the core, but systematic active ETFs provide investors with the potential for better returns. This is because we ...

Performance test needs better metrics, durability

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... the suitability of the SAA itself. It is also benchmark or indices focused. "This leads more funds to focus more on the passive management side and reduces more of that active management. It also encourages more short-term investment decisions as funds ...

Future Fund deputy CIO jumps to Blue Owl

ELIZABETH FRY  |  FRIDAY, 26 APR 2024
... Clarke said the US firm employs unique strategies that set it apart, including its GP strategic capital - where it takes passive minority states as general partners - and its real estate platforms. "We are the preeminent manager in that space, having ...

ETF market to soar 30%: State Street

KARREN VERGARA  |  TUESDAY, 9 APR 2024
Australia's exchange-traded fund (ETF) sector is tipped to rise 30% in 2024, buoyed by passive equity and fixed income products, State Street predicts. Tim Helyar, the country head for Australia at State Street, said the forecast is based on discussions ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... of these, nor have they been able to exploit high country return dispersion to achieve excess returns. An alternative passive approach for investors involves multiple factors," McCormack said. "The combination of the four factors capturing both cyclical ...

ASIC extends ETF class order

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
ASIC has released a new legislative instrument that extends relief to a broader class of quoted funds. ASIC Corporations (Relief to Facilitate Admission of Exchange Traded Funds) Instrument 2024/147 replaces [CO 13/721] ASIC Corporations (Relief to ...

Demand for ETFs set to persevere

KARREN VERGARA  |  FRIDAY, 15 MAR 2024
... shift to ETFs and industry funds from active managers is likely to persist, particularly as the latter underperformed passive funds amid the market downturn. "While some funds were recently reallocated to active managers, flows are sporadic, and their ...

Government consults on options to improve performance test

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... benchmarking unlisted assets and the lack of consensus on appropriate indices for these assets, alongside the encouragement of passive benchmark hugging. Another option would introduce a multi-metric framework to assess performance. A key benefit of ...