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Showing 111 - 120 of 794 results for "Passive"

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... however, 80% of them underperformed. In recent years, Lee said the industry has experienced fee compression, both across passive and active managers. "It's really hard for long equity managers to actually charge clients on performance fees. It's ...

Fund selectors harbour AI bubble fears, affirm belief in its longevity

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
... adjustments within asset classes. The survey also highlighted a decade-long effort by wealth managers to balance active and passive investments, with a current allocation of 64% to active and 36% to passive. With expectations of sustained high interest ...

Actively managed, ESG funds top 2023 outflows

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... According to Calastone's Global fund flows report, actively managed strategies lost $42 billion (US$27.2bn), eclipsed by passive equity funds that attracted $31 billion (US$20.1bn) of inflows. "Passive funds are once again in the ascendency, bringing ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... super funds are guided by ESG policies that screen controversial weapons for actively managed investments - but not for passive strategies. TelstraSuper, for example, maintains a general investment exclusion for manufacturers of controversial weapons ...

Aware Super appoints head of public market equities

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... existing internal capabilities. Prior to joining Aware Super, Hong was a senior portfolio manager at Vanguard, head of passive equity portfolio management at Charles Schwab, and portfolio manager for global institutional index equities and quant active ...

Global X slashes ETF fees

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
Global X ETFs is reducing management fees on two of its fixed income ETFs, the Global X USD High Yield Bond ETF (USHY) and the Global X US Treasury Bond ETF (USTB). USHY is currently priced at 0.40% and UTSB is currently 0.20% per year but will be reduced ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... of managed portfolios. The Discover offering, now available on HUB24 Invest, Super and Pension, encompasses a range of passive, active and ESG-managed portfolios from portfolio managers including AZ Sestante, Betashares, Blackrock iShares, Elston, Lonsec ...

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... of Australian real estate investment trust (A-REIT) managers have been able to outperform the average total return of passive strategies over the long term, while their global counterparts have struggled. Morningstar's latest analysis, based on Morningstar's ...

J.P. Morgan readies evergreen solution for wholesale market

ANDREW MCKEAN  |  MONDAY, 13 NOV 2023
... in November last year. "I think for us as a firm, we're very focused on being a clear active manager, not blending passive with active capabilities; we concentrate on our core competencies and double down on them," Creber says. "What we believe truly ...

AMP North incorporates DNR Capital, Morningstar managed portfolios

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... Medalist Core series, encompassing a mix of managed funds and ETFs. Morningstar's portfolios use a combination of active and passive strategies ensuring clients have a "robust, research-led" investment solution. The suite is available to advisers across ...