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Showing 111 - 120 of 1049 results for "Versus"

Active fund outperformance mostly short-lived: SPIVA

ANDREW MCKEAN  |  WEDNESDAY, 31 MAY 2023
The S&P Indices Versus Active (SPIVA) Persistence Scorecard has shown a staggering number of Australian actively managed funds failed to outperform over five consecutive years. According to the report, nearly no actively managed equity, A-REIT and fixed ...

Regulation, funding inhibits digital advice: Report

KARREN VERGARA  |  MONDAY, 22 MAY 2023
... transformation and investment models," the report said. AMP director of advice Matt Lawler said: "We often see digital advice versus face-to-face advice as binary. In reality, clients are likely to move in and out of different forms of advice over time. ...

Boutique co-founder jumps to AustralianSuper

ELIZABETH FRY  |  FRIDAY, 19 MAY 2023
... now selling/closing down Blue Orbit," he said. "The performance of our global small caps fund was very good - excellent versus most of our peers globally - but we were simply unable to raise enough funds. "Both the global and Australian small caps funds ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... different GST amount to the platform. There are also advisers who have too many services in the ongoing service agreement versus their FDS, he says. When Travers works with advisers, he urges them to limit their services to one or two that they can deliver ...

Absolute-return bond funds fail ambitious returns: Research

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... read. T. Rowe Price's Global Dynamic Bond is the only one that received an amber rating for its longer-term performance versus objectives. Morningstar analysts also commended it for being the only strategy among to have exhibited a negative equity ...

Investors flock to term deposits over equities

ANDREW MCKEAN  |  THURSDAY, 27 APR 2023
... returns, and we're seeing increasing interest off the back of the rising interest rate environment." Term deposits versus super Despite the Australian superannuation market being at its strongest point ever with a record $163 billion contributed ...

Women growing super faster than men: Research

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
... participants, the research found that since 2012, the average super balance for women has grown faster at 38% to $154,000 versus men's 26% to $216,000. Back then, women's retirement savings averaged $111,000 and men had $172,000. Currently, 70.9% ...

Still work to be done on group insurance: ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2023
... variation in the design and pricing of default insurance. Some members were paying over 12 times for cover at some funds versus others, it found. ASIC said all 15 trustees now do some monitoring of member outcomes, such as premium affordability for certain ...

Unpopular funds garner higher returns: Research

CHLOE WALKER  |  THURSDAY, 9 MAR 2023
... ranging from 5.2% to 5.4% per annum. Where there were net positive fund flows, the time-weighted rate of return was 5.5% versus a money-rated return of 3.1%. Finally, where there were net negative fund flows, the money-weighted rate of return (5.6%) ...

Diverse investment teams fare better: WTW

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2023
... at approximately +/-5% of the universe mean. Ethnic diversity did not have much divergence either, moving around +/-7.5% versus the universe mean." Further data collected from 400 firms shows only 42% of responding asset management firms currently have ...