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Showing 111 - 120 of 331 results for "Underperformance"

How likely is a super fund to fail YFYS test?

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUL 2021
... says. Following analysis, WTW senior director of investments Tim Unger said a product with a 10% probability of underperformance in any eight-year period has a cumulative probability of underperformance over a 17-year period of about 35%. Unger looked ...

FASEA maintains low pass rate

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
... Register. In addition, 1918 advisers who failed the exam have re-sat it with a pass rate of 65%. The biggest areas of underperformance in the curriculum in the May exam were financial advice regulatory and legal obligations; applied ethical and professional ...

Catholic, Equip SFT to see Fairley exit

JAMIE WILLIAMSON  |  FRIDAY, 18 JUN 2021
... there's going to be a much greater focus on this. The letter you have to write to members after two years of underperformance is pretty condemnatory of your stewardship of the fund. "If I got that letter, I'd be moving my money the next day. ...

Industry mixed on YFYS

ANNABELLE DICKSON  |  FRIDAY, 18 JUN 2021
... Scheerlinck said. AIST is also concerned that the reforms are heavily reliant on consumer disclosure to address underperformance and called for underperforming funds to be removed before any stapling began. Industry Super Australia (ISA) agreed with ...

Mergers push member positivity

ANNABELLE DICKSON  |  THURSDAY, 10 JUN 2021
... about doing so, will do well if they alleviate their members' top concerns of potential increased fees and underperformance. But our research also highlights that branding plays a key role." The majority of members (78%) are indifferent as to whether ...

Concern for consumers ahead of YFYS

ELIZABETH MCARTHUR  |  MONDAY, 7 JUN 2021
... Institute warned there are fundamental problems with the proposed regulations, including the test that deals with underperformance. In a submission to Treasury last week, the institute said: "The test may, in some cases, be to the substantial long-term ...

ECPI draft legislation released

ANNABELLE DICKSON  |  MONDAY, 24 MAY 2021
... that reduced fees in recent years. "This isn't about industry funds versus retail funds. It is simply about underperformance," she said.

YFYS incentive to reduce fees: Hume

ANNABELLE DICKSON  |  THURSDAY, 13 MAY 2021
... products underperforming," Hume said. "This isn't about industry funds versus retail funds. It is simply about underperformance." Hume added that if the test didn't include administration fees charged over the past eight-years it would not let those ...

Value managers fight back: Mercer

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... out on the benefits of that diversification," he said. Value-style investing has suffered a prolonged period of underperformance, with many critics predicting its days are numbered. "Our surveys have shown us over the years that value as a style has ...

FASEA offers exam feedback

KARREN VERGARA  |  FRIDAY, 16 APR 2021
... those who failed the examination. Unsuccessful FASEA exam candidates can now access feedback about their areas of underperformance. Upon logging in, the "statement of results" section will provide the feedback on the learning outcomes. FASEA has made ...