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Showing 131 - 140 of 794 results for "Passive"

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... methodology assesses the strategy's capacity to outperform the category index, and this strategy's application of passive building blocks limits its investment case compared to a handful of more actively managed peers," Morningstar said. That ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... says during turbulent periods, active managers perform better in a bear market and provide better downside protection. "Passive investors operate by riding on the coattails of active investors, who perform the arduous task of assessing fair prices," ...

Rest switches up recruitment focus

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
... market and believes it will continue to deliver returns over and above its relative risk. He feels less positive about passive investment strategies believing solid returns will come from an active approach and a willingness to think long-term. One of ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
... help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded funds. The six portfolios, currently available on the Macquarie ...

NGS Super taps Robeco for major equities mandate

RACHEL ALEMBAKIS  |  FRIDAY, 24 FEB 2023
... world." Head of Robeco Australia Stephen Dennis said that enhanced indexing strategies offer advantages over traditional passive strategies, as it allows for customisation. "Through Robeco's Enhanced Indexing strategy, we can provide tailored solutions ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
... on their platform this year, the survey said. Additionally, 54% of fund selectors forecast that a recession will reveal passive investments inadequacies. More than half (67%) were also concerned that large inflows and outflows from passive investment ...

MySuper heatmap reveals sub-par products

ANDREW MCKEAN  |  THURSDAY, 15 DEC 2022
... Super MySuper, IOOF MySuper, Smart Future Trust's smartMoney Lifecyle, Suncorp Lifestage Funds and OneSuper MySuper Passive Balanced. Commenting on the findings, APRA deputy chair Margaret Cole said: "Since 2019, APRA's MySuper heatmap has been ...

Factor investors increase allocations: Invesco

CHLOE WALKER  |  MONDAY, 14 NOV 2022
... to how comfortable and confident they have become with a factor approach as a pillar of investing alongside active and passive," Invesco global director, factor investing Stephen Quance said. "This is a trend we have seen across geographies including ...

J.P. Morgan enters local ETF market

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2022
... comes to cost, too. JEPI is priced at 40bps and JREG at 30bps; "So, you're effectively getting an active product at passive prices... versus peers, we are very competitively priced." "Globally, we are the largest active ETF manager by assets and ...

Firetrail global opportunities fund hits ASX

CHLOE WALKER  |  TUESDAY, 11 OCT 2022
... or unrecognised by the wider investment community. Because of this, the portfolio is typically very different to both passive and active global equity ETFs." This fund is for investors who are seeking a long-term exposure to a high conviction, concentrated ...