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Showing 141 - 150 of 483 results for "Metrics"

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... investment strategies for clients. "The enhanced ESG functionality provides advisers with access to data-driven insights and metrics for selected managed funds and more than 350 Australian listed securities," HUB24 said. "This additional capability complements ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... with a focus on strategic planning, member outcomes, and addressing underperformance. This includes detailed evidence and metrics, scenario modelling, strong third-party management, and recovery and exit planning. Super funds need to keep up with member ...

Super heatmap findings garner mixed responses

ANDREW MCKEAN  |  FRIDAY, 16 DEC 2022
... come to grips with lifecycle products. Even products that passed the heatmap and YFYS performance are displaying in some metrics a sea of red," he said. "This supports the narrative that these methodologies should be reviewed, not to be watered down ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... named the superannuation funds it believed faced immediate sustainability issues, with 38 of 78 funds declining on all metrics measured. APRA looked at the three sustainability metrics in the 2021 MySuper and Choice heatmaps; member accounts, cash flows ...

Trustees must improve IDR processes: ASIC

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2022
... systemic issues needs attention, while some board reports lacked sufficient detail on internal dispute resolution (IDR) metrics to communicate fund performance. Further, ASIC said some trustees need to work on ensuring their IDR processes put the consumer ...

MA Financial secures $70m for property fund

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
... "Raising funds in a challenging economic environment demonstrates our ability to secure attractive investments on pricing metrics that meet our investors' expectations in this marketplace." Lane concluded investors will benefit from an "attractive target ...

Corporate super plan seeks merger partner

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... looked at the number of member accounts, cash flows and rollovers. Alcoa failed on all three, seeing declines across all metrics.

Women-led global equities teams outperform in downturn

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2022
... equity investment teams outperformed their male counterparts in the calendar year to September, research shows. Investment Metrics reviewed 90 portfolios from 73 different asset managers across the globe and found active returns from portfolios run by ...

SMSF growth slows, allocations shift

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
... rate of 10.1%. Retail super funds grew even slower than SMSFs, increasing just 3.1% per annum. Despite these dampened metrics, Rainmaker Information executive director of research and compliance Alex Dunnin said that the SMSF segment is still a huge ...

Australia among top 10 financially inclusive markets: Research

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... Economics and Business Research head of forecasting and thought leadership Kay Neufeld said. "We tracked the Index against metrics that follow some of the most significant trends facing society today - like food insecurity and climate change - and recognised ...