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Showing 2521 - 2530 of 8278 results for "Performance"

Australia only needs 15 super funds: Consultant

HARRISON WORLEY  |  TUESDAY, 26 MAY 2020
... retail super and SMSFs," Dunnin said. "There's a lot more to scale than just funds size. Yes there are observable performance scale effects, but the scale argument is much weaker for fees. "There are meanwhile some large funds that are not as efficient ...

Balanced funds fundamentally flawed

ALLY SELBY  |  MONDAY, 25 MAY 2020
... growth risk exposures," he said. "It happened during the Global Financial Crisis (GFC) and now we have had a repeat performance with the COVID-19 generated market turmoil in the first quarter of 2020." Balanced options in retail and industry superannuation ...

Fees drop at Raiz

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... the fees have always been charged by the underlying ETF issuer and not Raiz, so were an indirect cost affecting the performance of investor's portfolios. A new product disclosure statement became available to investors earlier this week, which outlines ...

Count Financial makes growth-focused hire

ALLY SELBY  |  FRIDAY, 22 MAY 2020
... as a practice development manager, previously having spent more than 13 years with AMP where he was responsible for performance and sales coaching for financial advisers. Kennedy said Burton's experience speaks for itself. "He has a strong track record ...

Fund managers adapt to market pain

KANIKA SOOD  |  THURSDAY, 21 MAY 2020
Aussie equities fund managers steadily improved in performance relative to benchmark from January to March, according to an updated SPIVA Australia Scorecard from S&P. In January, only 21.6% of Australian equities (general category) funds beat the benchmarks ...

AMP, Pendal launch new managed portfolio

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
... the three aspects we know advisers and clients most value in a wrap platform: investment capability, administrative performance and value for money." AMP director of wrap product Shaune Egan said there is demand from financial advisers for sustainable ...

Australian ETF market shows strength

ELIZA BAVIN  |  WEDNESDAY, 20 MAY 2020
... of the wealth industry as investors look to add better diversification into their portfolios. "The transparency and performance of ETFs have been a boon during the recent share market sell-off," Brycki said. "During this period of extreme market volatility ...

Boutique launches sustainable Aussie equities strategy

KANIKA SOOD  |  TUESDAY, 19 MAY 2020
... social and economic future. "We invest on the basis of a forward-looking evaluation of future returns, not on past performance. We believe that screens put undue precedence on the past activities of a company and penalise companies who are in fact moving ...

S&P kicks companies off ESG index

ELIZABETH MCARTHUR  |  TUESDAY, 19 MAY 2020
The S&P 500 ESG Index has completed its second annual rebalancing since it launched last year, with some surprising companies kicked out. Twitter and Walmart were dropped from the ESG index for failing to meet certain ESG standards while Facebook, which ...

ASX-listed brokerage appoints managing director

ALLY SELBY  |  MONDAY, 18 MAY 2020
... investment banking in Japan, the UK and Australia. "He has significant experience and skills in strategic planning, performance management and marketing and has proven abilities in building businesses," SelfWealth said. He currently serves as a non-executive ...