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Showing 171 - 180 of 1481 results for "Managed funds"

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... Rainmaker modelling shows that between 2020 and this month, more than 120 listed investment companies and wholesale managed funds either shuttered or merged with a relatively superior product. By the same token, only 10 exchange-traded products suffered ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
... 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 Wrap and Praemium platforms, are the ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... said direct funds under management via individually managed accounts (IMAs), separately managed accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June 2022. It also reported, Madison Financial Group's revenue of $1.4 ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
Fund selectors are turning to actively managed funds, bonds, private assets, and sustainable investments, according to a Natixis IM survey. Fund selectors are increasingly turning to active management as a tool for managing client portfolios, most saying ...

Calastone reports sharp managed fund flow declines in 2022

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
According to Calastone's Fund Flow Index, Australian investors significantly reduced their investments in managed funds in 2022. The index showed a sharp decline in inflows across all asset classes, with the biggest drop coming from fixed income funds. ...

HUB24 launches new ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... The new functionality provides advisers with access to "data-driven insights" and reporting metrics for selected managed funds as well as more than 350 Australian-listed securities. HUB24's new ESG ratings are made available through Morningstar's ...

From strength to strength: GQG Partners

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... US$88 billion at year end 2022. Abernethy said this is a phenomenal result, particularly as GQG's Australian managed funds are benchmarked against the MSCI ACWI ex Tobacco and the MSCI EM ex Tobacco index's which fell approximately 18% and 20% ...

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... 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 HUB24's innovative ...

ETF industry poised for growth: BetaShares

ANDREW MCKEAN  |  THURSDAY, 12 JAN 2023
... Australian ETF review said. The Australian ETF industry had $13.5 billion of net inflows in 2022. In contrast, Australian managed funds had their worst year on record with -$26.8 billion net outflows. Further, ETFs have received higher flows than unlisted ...

Regulator issues interim stop orders

JAMIE WILLIAMSON  |  MONDAY, 9 JAN 2023
... of the Pivotal Diversified Fund in producing the target market determination (TMD). The fund invests in various managed funds, including hedge funds, a fund invested in residential and commercial real estate developments and a private equity fund. The ...