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Showing 331 - 340 of 1630 results for "Study"

Do inflows follow performance?

JAMIE WILLIAMSON  |  FRIDAY, 10 DEC 2021
A recent study found flows to individual funds do directly follow performance, but there's a catch. Rainmaker analysis of actively managed funds data for the 12 months to September this year shows flows follow performance but there is a lag of about ...

Number one challenge for advice firms revealed

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
... those in the industry, the issue advice firms are grappling with most is compliance. The local survey was part of a global study of advice firms by Dimensional which covered more than 800 participants in North America, the UK, Europe and the Asia Pacific. ...

Intergenerational transfer hits $1.5tn

KARREN VERGARA  |  TUESDAY, 7 DEC 2021
... continue. This might be a surprise to some, but it's been found in every other country that's been studied." The study also found Australians invested a substantial share of their inheritances - but did not do so wisely to overcome inflation. ...

Pre-retirees worry about political risks: Survey

KARREN VERGARA  |  TUESDAY, 7 DEC 2021
... main asset passed on as inheritance for the majority (80%) followed by non-super investments (62%). Conversely, a separate study by Challenger found women, under 65s and others expecting a basic lifestyle in retirement are more concerned about outliving ...

Rainmaker executive awarded prestigious scholarship

JAMIE WILLIAMSON  |  FRIDAY, 3 DEC 2021
... Technology (MIT). Baltazar said she is honoured to be one of the scholarship's inaugural recipients. "The opportunity to study at MIT comes at the right time in my professional development. Technology is a disruptive and transformative force in contemporary ...

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... continue," the State of retirement report read. The 4% rule originated when US financial adviser Bill Bengen conducted a study to understand how much his clients could take out of their portfolios without running out of money and has generally been adopted ...

Default super delivers best performance in 34 years

KARREN VERGARA  |  MONDAY, 29 NOV 2021
... returns of 18.8% in the last 34 years. Rainmaker reviewed more than 3200 investment options in its 2021 Super fund performance study, which are offered by 238 products, of which 145 are not-for- profit (NFP) funds and 93 are retail. Rainmaker found that ...

Advisers optimistic for 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
... advisers expect Aussie equities to deliver capital gains of 3.5% over the next 12 months, according to new research. The latest study from Investment Trends shows financial advisers are much more optimistic about local shares than they were last year ...

Aware Super chief executive named Fund Executive of the Year

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... particular has helped Aware Super's members become more engaged with their super and goals for retirement and is a case study for the industry to follow." Aware Super manages $155 billion on behalf of 1.1 million members and Stewart has served as ...

Largest asset owners grow: WTW

JAMIE WILLIAMSON  |  WEDNESDAY, 24 NOV 2021
... Meanwhile, Aware Super moved up 27 places and TCorp climbed nine places. QIC and QSuper ranked outside the top 100 last year. The study also looks at asset owner 'models' and how mature they are to determine how fit for purpose funds are. Australia is ...