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Showing 221 - 230 of 6725 results for "Benchmark"

GAM hires new local lead from Bennelong

ELIZABETH FRY  |  THURSDAY, 31 OCT 2024
GAM Investments has appointed Eric Finnell as the new managing director for Australia, replacing Alex Zaika who left in September to take the helm of Global X Australia. Based in Sydney, Finnell will work alongside client directors Daniel Sharp and ...

Global equity, AREIT managers biggest underperformers: S&P Dow Jones

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
... progressively over the long term. While 78% underperformed the S&P World Index over one year, 91% and 93% trailed the benchmark over five- and 10-year periods. Fund managers who focus on Australian equities underperformed over 10- and 15-year periods ...

APRA questioned on super performance test

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
APRA has been questioned by the House of Representatives around how it monitors superannuation fund performance and whether there should be more focus on fees over returns. Independent MP Allegra Spender questioned APRA deputy chair Margaret Cole on ...

BlackRock lowers fees on two funds

ELIZA BAVIN  |  THURSDAY, 24 OCT 2024
... objective otherwise remains unchanged, being to provide returns that exceed those of the S&P/ASX 300 Total Return Index (Benchmark) while maintaining a similar level of investment risk to the Benchmark," it said.

Operational risk reserve targets trimmed for larger funds

JAMIE WILLIAMSON  |  THURSDAY, 24 OCT 2024
... remain for funds with less than $30 billion in assets. In making the change, APRA said it appreciates that the original benchmark of 0.25% does not appropriately account for the increasing scale of larger super funds. "Given this change, and noting APRA's ...

NZ Superannuation Fund names joint CIOs

KARREN VERGARA  |  TUESDAY, 22 OCT 2024
... past financial year, trouncing its peers, according to data provider Global SWF. It outperformed its Treasury Bills benchmark - a measure based on the rolling yield of 90-day Treasury Bills, reflecting the cost of government borrowing - by 9.3%.

Harvard endowment delivers 9.6% return, hits $53.2bn

ANDREW MCKEAN  |  FRIDAY, 18 OCT 2024
Harvard University's endowment has delivered a 9.6% return for the fiscal year ending September 30, bringing its total value to $53.2 billion. The endowment, which targets an 8% annual return, has achieved an annual return of 9.3% over the seven years ...

Perpetual remuneration report cops first strike

KARREN VERGARA  |  FRIDAY, 18 OCT 2024
... $0.4 billion. Reilly said the 3% uplift in AUM was supported by 71% of the group's strategies outperforming their benchmark over three years to September. "The Pendal boutique in Australia had a particularly strong quarter delivering close to $4 ...

BNP Paribas shutters EARTH Trust

JAMIE WILLIAMSON  |  FRIDAY, 11 OCT 2024
... vulnerable to transition risk. Since inception, the trust has delivered a net return of -22.87% against the 2.72% of its benchmark, the Bloomberg Ausbond Bank Bill Index. The underlying fund's top holdings included Sunnova Energy International, Fluence ...

ETF winners and losers in September

ANDREW MCKEAN  |  THURSDAY, 10 OCT 2024
... "Cinderella story" for September, having turned around from being one of the worst performing equity markets. China's equity benchmark soared 21.1% during the month, marking its strongest move in a decade. The worst performers were the VanEck Global ...