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Showing 131 - 140 of 943 results for "Investment Portfolio"

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... investment. "To enhance member returns over the long term, AustralianSuper invests in a globally diversified investment portfolio... Assets are monitored for ESG trends and emerging risks to identify issues," an AustralianSuper spokesperson said. As ...

WAM Leaders to make bid for QV Equities

CHLOE WALKER  |  WEDNESDAY, 31 JAN 2024
... Entities associated with WAM Leaders already own a 15.8% stake in QVE. "Since listing in August 2014, QVE's investment portfolio has underperformed," WAM Leaders said. "If this offer is successful, it will provide QVE shareholders with the opportunity ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
Praemium's platform dedicated to the high-net-worth segment, Powerwrap, has lost $334 million in funds under administration (FUA) after a small number of financial advisers switched advice groups. The ASX-listed firm said the exit of advisers in the ...

CalSTRS investment chief announces retirement

ANDREW MCKEAN  |  FRIDAY, 12 JAN 2024
... at a low cost with an amazing diverse internal team," he said. Under Ailman's guidance, CalSTRS' investment portfolio expanded from $109.6 billion to $317.8 billion as of 30 November 2023, and has consistently ranked in the top quartile for performance. ...

Local investors continue to flock to ETFs: VanEck

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
VanEck's latest annual investor survey has found that despite volatility, most Australian investors are set to increase their investments in exchange-traded funds (ETFs) within the next six months. Additionally, around 50% of investors intend to boost ...

Hostplus ups fees on socially responsible option

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2023
... 20 years. The fund said new investments are also a factor. "In our commitment to continually improve your investment portfolio, we've introduced new investments within the SRI - Balanced option. While some of these come with higher management fees ...

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
... better risk-adjusted returns that alternative investments can provide as a key component of a diversified investment portfolio."

Internal teams to manage 43% of super FUM by 2043: Data

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
While just 17% of APRA-regulated superannuation fund under management is currently overseen by internal investment teams, it's estimated this will balloon to almost half the total FUM come 2043. Presently, about 23% of not-for-profit (NFP) super funds' ...

Super funds increasing offshore investment, currency hedging lessens: NAB

ANDREW MCKEAN  |  MONDAY, 27 NOV 2023
According to NAB's latest super insights report, funds are increasingly diversifying internationally; offshore investment allocations rose to 47.8% in 2022, up from 46.8% in the previous year. The report, which surveyed 41 funds comprising 85% of ...

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
The Betashares Australian Cash Plus Fund (managed fund) (MMKT) offers investors access to a diversified portfolio that includes Australian dollar cash and short-term money market securities. According to Betashares, most money market securities in the ...