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| | | Global equities boutique Aoris Investment Management has appointed a portfolio manager, hiring from JBWere. Alfred Tadros will work on the Aoris International Fund, assisting chief investment officer Stephen Arnold. He has 20 years of experience. Most ... |
| | | | ... July the fifth month in a row for rolling annual returns edging close to 20%. Over the period, global and Australian equities were the best-performing asset classes, returning 28% and 27.4% respectively based on sector medians. Property returned a median ... |
| | | | ... chief executive of CFSGAM for a decade and oversaw more than $160 billion in funds and assets under management across equities, debt, infrastructure, and property. He was previously president, international, and executive vice president of State Street ... |
| | | | ... right now. In fact, he showed data indicating that currency can easily represent the second largest risk factor - after equities - in the balanced portfolios of Australian super funds. "Higher hedge ratios have historically been associated with higher ... |
| | | | ... November 2007, will rebrand to the H&G High Conviction Fund. The original fund has a concentrated portfolio of listed equities, predominantly sub-$100 million market capitalisation companies listed on the ASX. It targets a return of 15% per annum before ... |
| | | | ... undertaking. One is a divestment approach, which is immediate and rather "blunt", typically divests from fossil fuel energy in equities. "Carbonisation on the other hand is more focused on a multi-year plan to reduce emissions, bringing integration and ... |
| | | | ... included in the S&P/ ASX 300 but not in the Australia Fund Equity Australia Large Blend, fared better than large market cap equities in 2020 overall". "There's also been some growth of the leaders doing more responsible investment across more of their ... |
| | | | ... to the previous 20 years. Where over the last 20 years funds have seen positive returns from bonds and cash, even when equities markets were down, that will not be the case in the future. "We've been looking at an expectation of potential negative ... |
| | | | ... investment and Stephen Howard as general manager, defensives. Chris Lye also joined as investment manager - Australian equities and liquid alternatives. Stephanie Watson joined the fund in 2020 as head of portfolio design and Steven Semczyszyn joined ... |
| | | | ... across diversified ETFs (25bps), where Vanguard had lower spreads than BetaShares. This was followed by international equities ETFs (20bps). All other asset classes were at or below the median of 17bps: Australian equities (17bps), commodities and currency ... |
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