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Showing 341 - 350 of 1049 results for "Alpha"

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
... manager of specialised research Michael Elsworth said when putting portfolios together three key aspects are considered: alpha, beta and risk control. Annuities are playing a stronger role in terms of the risk control element, he said. But one way of ...

Super funds cut exposures to banks

KANIKA SOOD  |  WEDNESDAY, 3 OCT 2018
Not-for-profit superannuation funds have an average of 3% less exposure to bank stocks in their equities portfolios than last year, according to recent Rainmaker research. These funds still have a large exposure to bank stocks, owning about $30 billion ...

Aussie fund managers face machine learning challenges

KARREN VERGARA  |  TUESDAY, 25 SEP 2018
... analysts and market data practitioners in Asia shows Japanese firms are the most advanced in using machine learning to generate alpha. More than 50% of 140 respondents in Tokyo surveyed said they've started to use machine learning to generate investment ...

JCP appoints executive chair

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... of our investment team. Investing is what Michael is most passionate about and given his strong track record (of over 6% alpha for the periods he has managed JCP's Benchmark Insensitive portfolios), we believe this is a strong positive development for ...

SMSFs outperforming MySuper: Research

KARREN VERGARA  |  FRIDAY, 14 SEP 2018
The self-managed super fund sector outperformed MySuper returns for the third consecutive month, latest SuperGuard 360 data shows. SMSF performance, as represented by the SG360 SMSF Reference Index, delivered 10.5% per annum (before fees and tax) in ...

State Street appoints APAC global markets lead

HARRISON WORLEY  |  THURSDAY, 13 SEP 2018
... broadening its local capabilities and client base. "Investors are always challenged with the need to generate and preserve alpha in the current market environment, where interest rates are rising, volatility is increasing and many asset classes are getting ...

Nikko expands green bond capability

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... invests in green bonds across developed and developing markets. "We believe this best positions us to deliver sustainable alpha for our clients in a fixed income portfolio while also contributing to the preservation of the environment. The investment ...

SMSF cash allocation dips

KARREN VERGARA  |  WEDNESDAY, 12 SEP 2018
Self-managed superannuation funds are increasingly shifting away from cash to Australian equities, latest SuperConcepts figures show. Cash and short-term deposits dropped from 19.8% to 17.3% in the 12 months to June 2018, according to SuperConcepts' ...

The changing face of SMSFs

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
Self-managed superannuation funds increased allocations to international equities by 30% in the first half of 2018, as well as upped exposure to listed investment companies and trusts in a bid to reach new markets. According to the latest Commsec SMSF ...

Boutique manager expands fixed income team

KANIKA SOOD  |  WEDNESDAY, 5 SEP 2018
... team, Ardea said. Ardea co-founder and principal Ben Alexander said: "These appointments represent an investment in both our alpha generating capability, especially in relative value investing, as well as in our capacity to manage risk positions and ...