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Showing 11 - 20 of 124 results for "Passive investment"

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... deeper structural issues dogging traditional active managers, including fee pressure and market share loss to passive investment vehicles like ETFs, according to Morningstar. Last week, Platinum announced it was in discussions to merge with L1 Capital ...

Bumpy roads ahead for traditional active managers

MATTHEW WAI  |  WEDNESDAY, 29 JAN 2025
Traditional active managers should expect a rougher path ahead as they face growing challenges from industry superannuation funds, as well as the continued strong flows into exchange-traded funds (ETF), a new report found. According to Morningstar's ...

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
Active fund managers tend to outperform their passive counterparts in certain categories like Australian equity income and bonds, but the latter has better survivorship rates, according to Morningstar's latest Active/Passive Barometer report. The analysis ...

Limiting negative gearing could add $2bn in annual revenue

ELIZA BAVIN  |  MONDAY, 30 SEP 2024
... allowing losses on passive investments to be written off against unrelated labour income," it said. "But losses on passive investment should still be allowed to be written off against all current-year and future positive investment income, including ...

Platinum outflows drag performance

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... Platinum's contrarian approach to investing." "The 12 year-long bull market has generated strong client interest for passive investment products over actively managed investments, and flows have favoured 'growth-style' funds, which tend to ...

Fund selectors harbour AI bubble fears, affirm belief in its longevity

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
Fund selectors, wary of an AI bubble, still believe in its longevity, with some viewing it as an opportunity bigger than the internet, according to a Natixis Investment Managers (Natixis IM) survey. Natixis IM conducted a survey of 500 investment professionals ...

Rest switches up recruitment focus

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
... believes it will continue to deliver returns over and above its relative risk. He feels less positive about passive investment strategies believing solid returns will come from an active approach and a willingness to think long-term. One of Rest's ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
... financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded funds. The six portfolios, currently available on the Macquarie Wrap ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
... passive investments inadequacies. More than half (67%) were also concerned that large inflows and outflows from passive investment could increase market volatility. Others believed that passive investing distorts the risk-return trade-off. Overall, 72% ...

NZ Super shifts $25bn to low carbon indices

RACHEL ALEMBAKIS  |  WEDNESDAY, 14 SEP 2022
The NZ Super Fund has shifted about 40% of its overall portfolio to low carbon indices, in a move that will "significantly reduce" the number of listed companies the fund owns directly. The NZ$57 billion fund began to roll over its indices to the MSCI ...