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Showing 111 - 120 of 807 results for "Passive"

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
There are four key themes that will drive investment outcomes over the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes ...

ANZ, Westpac 'the cheapest majors': Morningstar

ANDREW MCKEAN  |  MONDAY, 15 JUL 2024
... positive impact on earnings. Additionally, price support has also been bolstered by global funds increasing ownership of passive funds. Notably, the major banks' weighted average price to fair value ration estimate is now 1.19 versus 1.14 last quarter. ...

Global X set to launch an Australian Bank Credit ETF

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
Global X will launch an Australian Bank Credit ETF (ASX: BANK) later this month, affording investors exposure to credit in the local banking sector. The ETF will track the performance of the Solactive Australian Bank Credit Index and will be Australia's ...

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 ...