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Showing 11 - 20 of 28 results for "active share"

Global manager receives makeover

JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
... change better reflects the strengths its 26 teams bring to clients, offering solutions from high-conviction, highly active share investment managers and providing evaluation and consulting support to clients. At the same time, Natixis IM is launching ...

ESG and emerging markets investment continues rise

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2017
... it does not give a true understanding of a manager's approach, especially when viewed at a single point in time. Active share, style exposures, information ratio, turnover and tracking error are all useful but cannot, in isolation, determine what a 'real ...

The challenge of finding true active management

ALEX BURKE  |  FRIDAY, 23 JUN 2017
... consider four key characteristics when selecting an active manager. First, and arguably most important, is the manager's active share - that is, the extent to which an "active" portfolio is different to the index. In T. Rowe Price's case, its Australian ...

ETF managers now among Australia's fastest growing

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... while ETFs are seen as synonymous with indexing, already 5% of this sector is held in actively managed funds. This active share is expected to grow as investment managers increasingly see exchange tradability as merely a distribution mechanism rather ...

WAM lodges ASIC prospectus for LIC

DARREN SNYDER  |  WEDNESDAY, 6 APR 2016
Wilson Asset Management has lodged a prospectus with ASIC for its large-cap listed investment company. WAM Leaders Limited will, in WAM chair Geoff Wilson's words, "provide investors with a rare opportunity to the S&P/ASX 200 Index with an active, index ...

Ironbark teams up with UK global equities manager

MARK SMITH  |  FRIDAY, 23 OCT 2015
... result, they raised over $3 billion on behalf of Australian institutions." As at 30 September 2015, the strategy had an active share of 97% and a tracking error of 4.27%. Portfolio manager, Peter Rutter, said, "Waverton employs a rigorous and disciplined ...

PROFILE: Magellan chief investment officer Hamish Douglass

MARK SMITH  |  WEDNESDAY, 9 SEP 2015
Magellan Financial Group has outgrown its 1960s office block on Sydney's Castlereagh Street and co-founder Hamish Douglass is looking for new premises. But the manager of the highly successful Magellan Global Fund is worried the sites he's been shown ...

Nikko AM brings global equity fund to Australia

LAURA MILLAN  |  THURSDAY, 16 JUL 2015
... local market," Nikko Asset Management Australia managing director Sam Hallinan said. "Our process delivers a high active share, differentiated global equity solution that aims to provide superior returns to clients as a result of investing in a narrower ...

Get ready for activist members, super funds told

JAMES FERNYHOUGH  |  FRIDAY, 12 SEP 2014
Superannuation funds should prepare for an increased scrutiny of their investments from members, regulators and activists, according to New Zealand Superannuation Fund manager for responsible investment Anne-Maree O'Connor. Speaking at the Australian ...

IOOF awards $115m global equities mandate

MARK SMITH  |  THURSDAY, 15 MAY 2014
... many years across a number of asset classes. We believe this strategy with its benchmark agnostic construction, high active share, and its optimisation from an AUD currency perspective, is a great fit for IOOF's multi manager portfolio."