Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1341 - 1350 of 8273 results for "Performance"

UniSuper awards private debt mandate to Revolution AM

ANDREW MCKEAN  |  TUESDAY, 18 APR 2023
... Private Debt portfolio has been outperforming its objectives, delivering a 9.6% gross return as at 31 March 2023. This performance surpasses the target return of cash plus 4% to 5% (net of fees and expenses). Revolution has raised over $2.5 billion from ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
... reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The first is that the adviser ...

Brookvine folds into ASX-listed multi-boutique

KARREN VERGARA  |  FRIDAY, 14 APR 2023
... much Brookvine contributed to the overall FUM but attributed the increase in part to the acquisition, and improved performance from the WCM Investment Management strategies and other income products. The acquisition is "strategically important for AGP" ...

Super fund selection driven by fees: SCA

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
... that 67% of consumers consider fees and charges as the most important factor when selecting a new fund. Super fund performance and ease of investment choice were also crucial factors for consumers. SCA's survey also showed that only 42% of participants ...

ASIC warns super funds on member communication failure

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
Superannuation funds that fail the performance test downplay their results and obfuscate members from understanding critical information, according to the corporate regulator. ASIC has criticised super funds that failed the performance test two years ...

Mercer names strategic relationships lead

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... people's lives, and believe we have a great opportunity to do so through the provision of enhanced product solutions and performance across Mercer's retail market segments," he said.

Top rated superannuation products in Australia revealed

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... AAA-rated product, down from 66 last year. Rainmaker's AAA Quality Rating evaluates superannuation products on performance, costs, insurance, organisational strength, and additional services like financial planning. Equipsuper led with eight AAA-rated ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... Excessive engagement Excessive engagement with superannuation can have negative consequences on long-term investment performance and retirement outcomes, as some members may make impulsive decisions. While some members overlook the long-term perspective ...

Pacific Current Group buys stake in PE firm

CHLOE WALKER  |  TUESDAY, 11 APR 2023
... (Cordillera). The $44.9 million deal will see PAC take on 16.4% of Cordillera's revenues, both management fees and performance fees, and 24.9% of the proceeds in the event of a sale. PAC estimates that its investment will provide between $3.0 million ...

YFYS recommendations not enough: AIST

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2023
... members struggle to take meaningful action," she said. She also noticed that the government announcement focused on the performance test, rather than other elements like the YourSuper comparison tool, adding that she is disappointed the government had ...