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Showing 331 - 340 of 1938 results for "Asset Classes"

Perpetual explores split following review

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... Hanley, a value manager. It said the strategic move tripled its AUM and introduced 21 new strategies spanning various asset classes and geographical regions. While the acquisition of Pendal presented some short-term challenges, D'Aloisio said Perpetual ...

Vanguard sells outsourced CIO arm to Mercer

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
... not-for-profit sector, and client-centric approach complements our global capabilities across OCIO and managing alternative asset classes," Mercer US investments and retirement leader Marc Cordover said. "We know institutional investors, and not-for-profit ...

Ultra-low fees define basic ETPs

ANDREW MCKEAN  |  TUESDAY, 5 DEC 2023
... ETPs incur a lower buy/sell spread of 0.02% but a slightly higher management fee of 0.16% per annum. Among single asset classes, fixed interest ETPs rank as the most expensive, with total costs ranging from 0.14% to 0.4% and an asset-weighted cost of ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... navigate shifts in base rates, while also being aware of risks involved. "We've seen significant price falls in asset classes that were historically considered 'low-risk' by textbook definitions, including the Morningstar Australia 10+ Yr Treasury Bond ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... Assumptions (LTCMAs) report, now in its 28th edition, provides a 10-15-year outlook for risks and returns across asset classes. According to the report, the forecasted annual return for a USD 60/40 stock-bond portfolio over the next 10-15 years remains ...

ASX calls time on mFund settlement service

ANDREW MCKEAN  |  TUESDAY, 28 NOV 2023
... impacted the willingness of issuers and brokers to offer a broad range of alternative investment strategies and asset classes to investors through mFund. Consequently, ASX questioned the effectiveness of resolving mFund's operational and connectivity ...

Super funds increasing offshore investment, currency hedging lessens: NAB

ANDREW MCKEAN  |  MONDAY, 27 NOV 2023
... report also revealed that while funds are continuing to increase offshore holdings, they are also favouring unlisted asset classes, with private credit and unlisted international infrastructure the most favoured asset class, followed by unlisted property. ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... returns without high correlation to global share markets." While the Princely Strategy still invests in traditional asset classes, it has a relatively high exposure to private markets assets, including private equity, which have historically been a source ...

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
... year, as investors have sought to benefit from rising interest rates and preserve capital amid volatility in other asset classes. It further pointed to data from ICI and Bloomberg which indicated that US money market assets have increased from approximately ...

Maple-Brown Abbott loses sales head

ELIZABETH FRY  |  FRIDAY, 24 NOV 2023
... whilst providing recurring income, capital preservation, low volatility in returns and low correlation to other asset classes through the cycle represents a compelling proposition." Epsilon launched the Epsilon Direct Lending Senior Loan Fund in June ...