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Showing 231 - 240 of 363 results for "Active manager"

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
United Kingdom independent financial advisers (IFAs) are increasingly outsourcing investment assets to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the ...

Greencape wins top Zenith rating

MARK SMITH  |  MONDAY, 8 AUG 2016
... funds from Lonsec (awarded in October 2015) and Morningstar (September 2015). Based in Melbourne, Greencape is an active manager of Australian equity portfolios, with more than $6 billion in FUM. Its team is focused on identifying investment opportunities ...

Vanguard appoints ex-Macquarie division director

ALEX BURKE  |  TUESDAY, 26 JUL 2016
Vanguard has appointed a new senior key account manager. Andrew Mathie joins Vanguard from Macquarie, where he was division director - banking and financial services. Prior to that, he was an associate director and national key account manager at the ...

PROFILE: Vanguard Australia managing director Colin Kelton

MARK SMITH  |  THURSDAY, 16 JUN 2016
... as if the best way to grow is if someone else says something good about us," Kelton says. Legendary billionaire active manager Warren Buffett did just that when he wrote in a letter to shareholders in February 2014, explaining what should be done with ...

Small-caps can improve investment trade-offs

DARREN SNYDER  |  TUESDAY, 31 MAY 2016
There is a case for global small-cap equities in Australian balanced portfolios to improve return and risk trade-offs according to a new joint research paper. The analysis suggests that an unhedged global small-cap stock allocation, weighted up to 5% ...

Advisers leading ETF investment charge

DARREN SNYDER  |  WEDNESDAY, 18 MAY 2016
Financial advisers are playing a major role in the increase of exchange-traded fund holdings among investors as use of these indexed investment vehicles is also becoming more sophisticated. Vanguard and Tria Investment Partners have released research ...

SPIVA report paints sad picture for active management

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
The latest S&P Dow Jones Indices Versus Active Funds (SPIVA) report shows that the majority of Australian active managers underperformed their respective benchmarks over five-year periods. The one exception to this rule was Australian equity small- ...

Parametric exploring super smart beta

DARREN SNYDER  |  WEDNESDAY, 10 FEB 2016
... therefore carries a small tax rate "but actually that's really not true." "There's a big tax drag. It's more like an active manager tax drag," Briant said. Bouchey said for a fully active portfolio that has between five to ten active managers, Parametric ...

Active managers need new measurement

DARREN SNYDER  |  TUESDAY, 9 FEB 2016
The way active fund managers' returns are measured may not accurately reflect their value, negating up to 85 basis points in overall performance. New research from the Centre for International Finance and Regulation (CIFR) finds the way performance ...

Vanguard notches fourth successive year of record inflows

MARK SMITH  |  TUESDAY, 19 JAN 2016
Vanguard, the world's largest provider of index funds, has notched up its fourth successive year of record inflows with US$256 billion ($372 billion) coming through its doors in 2015. The figure represents a 5.3% increase on the previous year's inflows. ...