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Showing 251 - 260 of 6725 results for "Benchmark"

GQG's FUM rockets to record US$155.6bn

ANDREW MCKEAN  |  FRIDAY, 16 AUG 2024
... Carver said. He also said that all flagship strategies have added meaningful value over time for clients relative to benchmark performance with significantly less volatility. "We believe this investment performance underpins the entire business, and ...

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
APRA's annual superannuation performance test fails to consider results where it truly matters - at the member level - and ends up missing the mark on ensuring positive member outcomes, according to a financial advice expert advocating for better ...

Cost cutting returns Bravura to profit

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2024
... quickly executed a plan to rightsize the organisation, reduce our external cost base and optimise our operating model. We benchmark our profitability and margins against a best-in-class technology peer group and aspire to operate at that level," Russell ...

UK regulators propose framework for workplace pension schemes

ANDREW MCKEAN  |  FRIDAY, 9 AUG 2024
... underperformance. "We have chosen not to propose 'red lines' or regulator-set benchmarks at this time, where herding and benchmark-hugging risks are more pronounced. We need experience of the data before we would be ready to consider prescribing regulator-defined ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
... similar to SMSFs, the FSC suggested to apply a performance test on the asset managers of the investment option against a benchmark potentially different to the PDS disclosure and a product's Target Market Determination without assessing the trustee. ...

NZSF returns 17%, smashes benchmarks

KARREN VERGARA  |  TUESDAY, 23 JUL 2024
New Zealand Super Fund (NZSF) returned a whopping 17% in the year to May, outpacing many of its benchmarks. Under the new leadership of chief executive Jo Townsend, New Zealand's sovereign wealth fund is aiming to double in size from its current ...

Group insurance cheaper by 25%: Rainmaker

KARREN VERGARA  |  MONDAY, 15 JUL 2024
Group insurance continues to be cheaper than life insurance purchased directly with an insurer by as much as 25%, new research from Rainmaker Information shows. The latest Rainmaker Benchmarking report finds that cost savings for group insurance members ...

Future Super returns 10.1% to ethically minded members

JAMIE WILLIAMSON  |  FRIDAY, 5 JUL 2024
... underperformed the ASX 300 in FY24. However, due to the screening process, the fund typically allocates more than the benchmark to growth sectors like technology and AI, with an investment in Nvidia boosting returns. "Our returns are built on a foundation ...

AMP MySuper options power past double-digit returns

ANDREW MCKEAN  |  THURSDAY, 4 JUL 2024
AMP's MySuper 1970s investment option, its largest by funds under management, had a return of 11.4% for FY24. Meanwhile, the retail super fund's 1980s and 1990s investment options returned 11.31%, respectively. AMP said a high allocation to ...

Aviva exits Australia, shutters fund

KARREN VERGARA  |  TUESDAY, 2 JUL 2024
... long-term performance objective. Since inception, the fund returned 4.06% gross of fees at the end of May, while its benchmark returned 6.60%. It also meant that Aviva Investors Pacific as its investment manager "has not raised sufficient assets to make ...