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Showing 131 - 140 of 795 results for "Investment Performance"

Actuaries Institute proposes new performance test measure

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... strategies. "... the risk-adjusted metric should ensure sufficient weighting is placed on fees by testing investment performance after accounting for both investment and administration fees. This also avoids the risk of any gaming in trustees classifying ...

Vanguard backs current performance test

ANDREW MCKEAN  |  FRIDAY, 19 APR 2024
... as it's "the only forward-looking measure" for consumers to compare superannuation products. "Sorting by investment performance and the performance test as it stands may risk misleading consumers about the future returns they could achieve," she said. ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... Australia and New Zealand," Findex chief executive Matt Games said. "Our scale and record of outstanding investment performance, delivered through our market leading Wealth Accounting model is expected to be further enhanced by the partnership with Mercury." ...

Regal shutters East Point AM

KARREN VERGARA  |  TUESDAY, 9 APR 2024
... of March, growing 10% from the end of 2023. During the first three months of 2024, Regal said positive investment performance contributed 7% or $0.8 billion of FUM growth for the quarter and was particularly strong across the long/short equities strategies. ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... flows and cost reductions. "While Perpetual's investments business is in net outflow, we believe improving investment performance supports new mandate wins and lower redemptions," Morningstar said. "Additionally, we anticipate improved flows for both ...

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
Qantas Super has partnered with Ortec Finance, a fintech company headquartered in Rotterdam, as an investment performance consultant. The $8.9 billion corporate super fund will use Ortec's investment performance managed service via an outsourcing arrangement ...

Best super fund products revealed

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
The best superannuation fund products, based on factors such as investment performance, insurance, fees, and organisational strength, have been named. Rainmaker Information awarded its annual "symbol of excellence" AAA Quality Rating to 48 super funds ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... The research found these women, most of them time-poor, placed a premium on informed decision-making and investment performance. " The number of HNW women in Australia has been steadily growing for the past decade. Research by CoreData indicated close ...

Industry funds set to gobble up over 50% of superannuation assets

ANDREW MCKEAN  |  THURSDAY, 21 MAR 2024
... older demographic but will experience slower growth due to high cash outflows. The low fees and strong investment performance of industry funds, combined with strong inflows, will result in a growth rate of approximately 10% per annum for industry fund ...

Platinum plans turnaround, FUM dwindles

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... has been a difficult year so far at Platinum." "We have seen net outflows, declines in revenue and our investment performance is not where we would like it to be for our clients. Change is necessary and, whilst we have a full agenda, I am confident we ...