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| | | ... measuring the performance of active funds against their respective benchmark indices - and mid and small-caps have come out on top. Surveying returns from 829 Australian equity funds, 420 international equity funds and 115 Australian bond funds, the ... |
| | | | ... internalisation plans. Both roles will report directly to Sawtell-Rickson. The head of portfolio design will focus on the top down aspects of the portfolio, including portfolio construction and risk analysis, economic and market research, and strategic ... |
| | | | Ariel Investments chief investment officer Rupal J. Bhansali shared her contrarian views on ESG investing and why Phillip Morris International makes the cut. "Because we are risk aware managers we are going to be ESG aware," Bhansali said. "We believe ... |
| | | | As the cost of financial advice continues to rise, financial advisers are going to have to make some hard calls when it comes to who they can feasibly continue servicing. Association of Financial Advisers' general manager of policy and professionalism ... |
| | | | ... (82.4%) as the two main ways they incorporate ESG into their investment decisions. It found that tobacco and weapons were the top two exclusions for both asset owners and Australian mutual funds alike. The exclusion of fossil fuel companies, Cerulli ... |
| | | | ... employees. As such it should be at the vanguard of climate policy," Market Forces said. Noting the fund only discloses its top 20 Australian and international shareholdings, the group claimed "at least 10% of the fund's Australian share holdings are ... |
| | | | ... no longer publish qualitative research on iShares MSCI Japan (IJP), iShares China Large-Cap (IZZ) and BetaShares Australian Top 20 Equity Yield Maximiser (YMAX). It will also remove the analyst rating and reports on the three ETFs after March 20. "Morningstar ... |
| | | | ... to be excited about," he said. The index (XTX) goes live on Monday, February 24. Xero, Computershare and afterpay are the top three shares on launch. |
| | | | ... one-off cash reward. It will also not propose a dividend. "I want to make sure that we're setting the right tone from the top of the firm and that is that we're accountable and committed," Sanderson said. The manager will also trim its group ... |
| | | | ... employees," Gorman said. "E*TRADE's products, innovation in technology, and established brand will help position Morgan Stanley as a top player across all three channels: financial advisory, self-directed, and workplace." "In addition, this continues ... |
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