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Showing 181 - 190 of 1043 results for "Alpha"

ASIC concerns see 18 funds update advertising materials

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2022
... and the Venture Crowd Trust No.0481 (Albany Creek) and the Venture Crowd Trust No.0505; VT No.2 Pty Ltd and the UGC Global Alpha Fund and the UGC Platinum Alpha Fund; and Wentworth Williamson Management and the Wentworth Williamson Stable Income Fund. ...

Martin Currie promotes analysts

CASSANDRA BALDINI  |  WEDNESDAY, 31 AUG 2022
... he explained "Both of them have a unique mindset to extract the best fundamental insights from the broader team, deliver alpha, and communicate their edge to clients, consultants and broader investor group." A statement said since joining Martin Currie ...

What's missing for advisers: Atchison Consultants

ANDREW MCKEAN  |  MONDAY, 22 AUG 2022
... advisers able to work outside the restrictions of the Your Future, Your Super benchmarks, and a potential source of long-term alpha. Advisers should consider whether a more nuanced benchmarking of fixed income allocations is warranted, such as splitting ...

Martin Currie introduces Aussie equities strategy

ANDREW MCKEAN  |  THURSDAY, 18 AUG 2022
... smart beta strategies," he said. "The result is a highly diversified and unique strategy that can achieve a balance between alpha, tracking error and turnover, and can also be customised for differing client risk budgets and time horizons." Martin Currie ...

A solution to active fund underperformance

ANDREW MCKEAN  |  FRIDAY, 12 AUG 2022
... management mistakes as there is no human element involved. Personal biases which can result in incorrect assumptions about alpha generation aren't involved in stock selection," Neiron said. Also, he added that "smart beta strategies don't result in common ...

ASIC issues first DDO stop orders

JAMIE WILLIAMSON  |  THURSDAY, 28 JUL 2022
... has placed interim stop orders on Responsible Entity Services Limited (RES) and two UGC Global Group companies, UGC Global Alpha Limited and UGC Global Alpha Fund Limited. RES is prohibited from issuing interests in PPM Units - a class of interests in ...

Recession a distinct possibility: Natixis

ANDREW MCKEAN  |  THURSDAY, 21 JUL 2022
Most investment strategists believe that a recession is a distinct possibility over the next six months, with a Natixis survey showing that nearly one-quarter think it's inevitable. "After six months of navigating rising rates, inflation and geopolitical ...

Inalytics develops new data-driven model

CASSANDRA BALDINI  |  WEDNESDAY, 20 JUL 2022
... screen and monitor asset managers. The model, 'DECSIS', analyses the four core investment decisions and processes - or 'alpha drivers' - Inalytics has found to have the potential to generate alpha in equity portfolios: stock picking, sizing positions ...

Uncertain times calls for portfolio dynamism: Insight

CHLOE WALKER  |  THURSDAY, 14 JUL 2022
... deploy a dynamic approach to asset allocation, within a disciplined process, which is less concerned by the constraints of alpha or beta generation, more with understanding how best to manage the reflexive nature of those assets to again deliver more ...

Allianz subsidiary, former portfolio managers charged over massive fraud

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
... and Exchange Commission charged Allianz Global Investors and three former senior portfolio managers over the "Structured Alpha" strategy that was exposed as fraudulent by the March 2020 crash. The fraud is believed to have started in January 2016. The ...