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Showing 1251 - 1260 of 6727 results for "Benchmark"

SMSF balance gap to close: Report

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... than women, and between the ages of 60 and 80 men can retire with $150,000 more, according to Class' September SMSF Benchmark Report. Members are using contribution splitting strategies to rebalance and remain within the $1.6 million transfer balance ...

AllianceBernstein slashes retail fees

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... when Fidelity delivers outperformance net of fees, the firm will share in the upside. Where net returns align with the benchmark (or are below it), fees will reduce. There will, however, be a set range subject to a pre-determined maximum and minimum ...

RG97 reshaping multi-asset strategy: Zenith

ALEX BURKE  |  TUESDAY, 31 OCT 2017
Latest Zenith research argues that while RG97 was introduced to raise cost disclosure standards for investors, it's having a more significant and largely unnoticed long-term effect on investment strategy. Zenith's 2017 Multi-Asset (Diversified) Sector ...

PM Capital wins global equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... compelling. "Its ability to successfully and consistently add value over the long term fits well with our belief that benchmark unaware investment managers can generate above market returns over the medium to long-term," Wang said. He added that PM Capital's ...

Pinnacle boutique launches $250m LIC offer

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... typically hold between 20 and 65 securities with a single security limit of 5% of the portfolio's net asset value versus its benchmark weight. It can also hold a maximum of 20% of NAV in cash. No shorting or leverage will be employed. Spheria said that ...

Super funds strengthen support for low carbon economy

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Harwood said. The new fund commits to reducing the exposure to carbon footprint and fossil fuels by 50% of its MSCI ACWI benchmark, with the portfolio's weighting tilted toward companies with positive ESG characteristics and involved in developing renewable ...

Aussie super maintains good grades

DARREN SNYDER  |  MONDAY, 23 OCT 2017
... country can be taking action now to move towards a better pension system. "The primary objective of the index is to benchmark each country's retirement income system so we can learn to understand what best practice may look like, both now and into the ...

Japanese sun rises

BENJAMIN ONG  |  TUESDAY, 17 OCT 2017
... Beatles The rally that propelled the Nikkei-225 index to its highest level last week lingers. On 11 October, Japan's benchmark equity market index rose by a mere 0.28% but its closing level of 20,881.27 points marked its best finish in 21 years or since ...

Fidelity portfolio manager steps down

ALEX BURKE  |  FRIDAY, 13 OCT 2017
... when Fidelity delivers outperformance net of fees, the firm will share in the upside. Where net returns align with the benchmark (or are below it), fees will reduce. There will, however, be a set range subject to a pre-determined maximum and minimum ...

Industry researcher praises Fidelity fee overhaul

ALEX BURKE  |  FRIDAY, 6 OCT 2017
... when Fidelity delivers outperformance net of fees, the firm will share in the upside. Where net returns align with the benchmark (or are below it), fees will reduce. Industry researcher and business school EDHEC said that by linking fees to performance ...