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Showing 291 - 300 of 794 results for "Passive"

Paraplanners tackle compliance challenges

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... taking the time to explain options is key, Docker explained. Issues like whether direct shares are appropriate or whether a passive or active investment approach is preferred need to be addressed in some detail, she said. "ASIC doesn't like goals that ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... the brighter side, there is still plenty of business for external active managers - super funds still prefer active over passive for fixed income. They also don't have an incentive to build fixed income teams in-house as yields stay low. "Purely 100% ...

Industry still shy of flat dollar fees: Frontier

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
... Trafford-Walker added that in the past decade, one of the biggest catalysts for change has been the increase in the use of passive management in mainstream asset classes. "Disappointment with active management outcomes had led a number of institutional ...

Global ETF industry hits record high

ELIZA BAVIN  |  FRIDAY, 8 NOV 2019
The global ETF industry hit a new record high in the third quarter with assets in US passive managed funds and index ETFs topping those in US active managed funds for the first time, according to BetaShares. Global ETF's finished the quarter with US$5.8 ...

Inflation the forgotten risk to retiree portfolios

HARRISON WORLEY  |  WEDNESDAY, 30 OCT 2019
... scenario would have saved 20% of their wealth. Beesley said he hoped the crowd was seeing his case that the way standard passive index funds are held - without protection and with nominal bonds - don't work for retirees like they do for those in ...

Leaving a legacy

KANIKA SOOD  |  FRIDAY, 18 OCT 2019
... equity investments. And that has been our style for many years. They are active, private equity investments; it's not passive. I think that reflects my career in business where I have been involved in a number of startups and building businesses. ...

Industry fund awards $125 million mandate

KANIKA SOOD  |  THURSDAY, 26 SEP 2019
... Dimensional Fund Advisors for a $125 million allocation as it directs more of its Australian equities assets into screened passive strategies. Christian Super manages $1.6 billion on behalf of its members, of which 23% is in Australian equities. In June ...

Boutique wins industry fund mandate

KANIKA SOOD  |  MONDAY, 23 SEP 2019
... is in Australian equities. The fund uses four external managers for its Aussie equities allocations. This includes one passive manager and three active ones: Ausbil, Tribeca's small caps team and Ethical Partners. Christian Super said it has ethically ...

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... (36%) and PIMCO (36%). Tellingly for sentiment, the average adviser now wants to allocate 33% of client investments to passive strategies - in 2018 just 19% was considered an appropriate allocation to index tracking. Diversification is the top priority ...

Crunch time for boutique funds

KANIKA SOOD  |  MONDAY, 23 SEP 2019
... retire. The $2.9 trillion super system holds more power than ever before. And it is not afraid to exercise it, switching to passive or factor-based strategies, building in-house investment teams, negotiating harder for fees on external mandates and ditching ...