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Showing 111 - 120 of 6762 results for "Benchmark"

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
... earnings growth, M&A activity or structural shifts including AI adoption and resource security. The fund employs an active, benchmark-agnostic strategy, typically holding 15-25 high-conviction positions, all outside the ASX 100. It may also selectively ...

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
... Matt Olsen said. Under the changes, funds will be evaluated against their Morningstar category average rather than a benchmark, enabling investors to identify medalist options within a category and make meaningful peer comparisons. It will also provide ...

MSCI launches index combining public and private equity investments

ANGELIQUE MINAS  |  FRIDAY, 5 DEC 2025
... Public + Private Equity Index, combining publicly traded stocks and private equity investments into a single coherent benchmark. As private markets gain traction among investors, private equity is increasingly represented in portfolios. This generates ...

Benchmark report reveals crucial blind spots in whistleblower protections

MATTHEW WAI  |  THURSDAY, 4 DEC 2025
... information for directors to oversee their company's operations and compliance with the law." He is encouraging companies to benchmark themselves against the findings to consider how they can improve. The corporate watchdog will continue to monitor whistleblower ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... funds have expressed their desires to allocate more to unlisted property types. "The performance test doesn't have a benchmark for agriculture in it," McKay adds. "Therefore, it means that if a pension fund is thinking about investing in agriculture ...

Delaying reforms to YFYS test, RG97 costing members: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 19 NOV 2025
... or appearing too expensive in RG97 disclosures will impact retiree balances. The test in its current form encourages benchmark hugging, while RG97, the ATO's YourSuper comparison tool, and APRA's comprehensive product performance package force a focus ...

CalPERS adopts total portfolio approach

JAMIE WILLIAMSON  |  TUESDAY, 18 NOV 2025
... implementation from 1 July 2026. It will use a reference portfolio set at 75% equities and 25% bonds, which it will use to benchmark the performance of the investments selected by the team. It said this will improve transparency, eliminating the need ...

Ten Cap launches first active ETF

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
... "equity-like" returns with its long and short positions along with an additional option of holding up to 10% outside the benchmark in small and mid-cap stocks. "The strategy's defining feature is its ability to perform in both rising and falling markets. ...

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... strategies maintaining a continuous track record over the 10 years to June 2025. Active funds underperformed the passive benchmark in this category by an average of 2.5%. "While active managers have demonstrated intermittent periods of outperformance ...

Lazard AM opens flagship global equity fund to local investors

MATTHEW WAI  |  FRIDAY, 14 NOV 2025
... Management chief executive Asia Pacific Paul Cuddy said "By balancing exposures to key investment styles and controlling benchmark-related risks, the strategy is designed to perform in a wide range of market conditions." The launch follows that of its ...