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Showing 131 - 140 of 290 results for "Benchmarking"

Associations raise member outcomes concern

KARREN VERGARA  |  FRIDAY, 21 JUN 2019
... performance review, which requires funds to compare outcomes against objective benchmarks, the AIST doubts that meaningful benchmarking can be performed due to differences in fees, costs and returns. There is a need for a comprehensive data reporting ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial planners use COIN ...

SMSFs outshine industry funds for large balances

KARREN VERGARA  |  TUESDAY, 9 APR 2019
... (-10.2%) and IOOF (-9.7%) also became dissatisfied with their super fund over the period. Rainmaker's September 2018 Benchmarking report showed industry funds dominated the top 50 superannuation funds based on segment. AustralianSuper led the pack ...

J.P. Morgan appoints new local chief

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... driving our sales revenue growth and success of our markets businesses, achieving substantial market share and external benchmarking improvements in Australia and New Zealand." "His leadership and strong partnerships with colleagues across various lines ...

Benchmark APRA against global counterparts: Treasury

KANIKA SOOD  |  FRIDAY, 15 MAR 2019
APRA's first capability review should consider benchmarking it against comparable prudential regulators around the globe, says its terms of reference which are now open for response. Last month, the Government agreed to undertake regular capability ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... Trends' latest report. Netwealth and HUB24 were top of the platform pile in 2018 according to the firm's annual benchmarking and competitive analysis report. It ranked the two smaller players at the top in terms of functionality. However, the ...

Regulators in Productivity Commission firing line

HARRISON WORLEY  |  THURSDAY, 10 JAN 2019
... APRA-regulated funds be required to undertake annual outcomes tests for their MySuper and choice offerings, with clear benchmarking requirements for all MySuper and choice investment options. The report said benchmarking should include a requirement ...

ASIC sharpens focus on managed accounts

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
... account issuers, advisers, SMAs, MDAs and IDPS'. ASIC has additionally commissioned a survey of advisers along with a benchmarking study into managed account functionality of major platforms, IMAP said. "Several platforms with managed accounts will be ...

Why indexing is big business

KARREN VERGARA  |  TUESDAY, 4 DEC 2018
... its indices across many areas of the investment process, including index-linked product creation and performance benchmarking, as well as portfolio construction and rebalancing, and asset allocation. Index-linked investment products, such as ETFs and ...

Special Report: Hitting new ETF goals

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... clicks over 43,000. And there are about 5300 ETFs worldwide, IIA chief executive Rick Redding says, which goes to show benchmarking is clearly the predominant use for indices. The US house the highest portion of fixed income indices (33%) thanks to its ...