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Showing 241 - 250 of 2814 results for "Analysis"

Passive funds save $14.4bn in fees: Research

KARREN VERGARA  |  MONDAY, 9 SEP 2024
The passive funds sector has saved investors $14.4 billion in fees for more than 25 years, according to a Vanguard analysis. While costs overall have decreased since 1998, Vanguard found the difference in management fees between active and index funds ...

Macquarie AM launches emerging markets equity ETF

MATTHEW WAI  |  FRIDAY, 6 SEP 2024
... investment officer of equities and multi-asset, Linda Bakhshian, said: "The approach is grounded in bottom-up, fundamental analysis of individual companies, placed in the context of evolving secular trends in the global economy." "We believe the team's ...

E&P free of legacy issues, FUA jumps 26%

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... well as postponing the end date of its AFCA membership to accept hundreds of extra claims in the final months. "In our analysis, we have just scratched the surface. There is so much more that needs to be unearthed, including what really went wrong at ...

Australians robbed of super savings

ANDREW MCKEAN  |  WEDNESDAY, 28 AUG 2024
Australians are being cheated out of $5.1 billion annually in superannuation, according to an analysis from the Super Members Council. SMC modelling showed that nearly three million people were denied $5.1 billion in superannuation entitlements in just ...

Australia a 'regional private wealth hotspot': Preqin

ANDREW MCKEAN  |  WEDNESDAY, 28 AUG 2024
... to set up a division next year to evaluate private markets, particularly concerning valuations. Separately, a regional analysis of private wealth preferences showed that while North America has more family offices than any other region, 79% of private ...

CSC launches series of retirement options

ANDREW MCKEAN  |  FRIDAY, 23 AUG 2024
... specific life stages to offer relevant advice and support as they approach retirement. The fund will also conduct an ongoing analysis of engagement channels is being conducted to ensure the most effective ways to interact with members. CSC said that ...

QIC promotes key private equity staff

ELIZABETH FRY  |  MONDAY, 19 AUG 2024
... Before signing up the first time, Jackson worked at Context Capital Management, in San Diego, running credit and equity analysis on prospective and existing portfolio investments and co-managed levered investment grade convertible volatility and capital ...

FTSE Russell hires client coverage lead

KARREN VERGARA  |  MONDAY, 12 AUG 2024
... appearing on local and international outlets such as Bloomberg, ABC, BBC and CNBC. Lee was also the head of fundamental analysis at Hubb Financial Group early in her career. "I am excited to be starting at FTSE Russell to help service asset owners, asset ...

Chief financial officer roles 'widely ambiguous': Research

ELIZA BAVIN  |  TUESDAY, 6 AUG 2024
... senior managers, in particular balancing the role of controllership versus business partner, reporting information and analysis, managing budget and cost expectations, and building trust between their role and the wider organisation. "Faced with these ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
... because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average in 2023 to 99 in 2024, a drop of 17.5%, according to the 2024 Adviser ...