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Showing 361 - 370 of 6777 results for "Benchmark"

GQG records US$10bn in inflows, eyes Abu Dhabi office

ANDREW MCKEAN  |  FRIDAY, 16 FEB 2024
GQG Partners reported US$10 billion of net flows for the full year ending 2023, while announcing plans for an office in Abu Dhabi. The global boutique asset manager concluded the year with US$120.6 billion in funds under management (FUM), reflective ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
Investment Trends 2023 Platform Benchmarking Report has positioned HUB24 as the best full-function platform, narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients ...

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
Colonial First State (CFS) has unveiled CFS 10X, a new offering designed to help ambitious financial advice practices grow. CFS 10X aims to support the advice community by offering a calendar of dedicated events and webinars. The program is divided ...

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... to run and compare a portfolio's performance and exposures, as well as compare it to a suggested portfolio and/or benchmark. The tool has been available to advisers in the US for some time, and JPMAM said it believes now is the time to bring it to ...

Actively managed, ESG funds top 2023 outflows

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... significant gains for investors who were brave in the turbulent weeks that went before. For example, the US ten-year benchmark bond yield blew out to almost 5% in October before rallying strongly to end the year down at 3.9%," Lee said.

BlackRock iShares adds to factor ETFs

JAMIE WILLIAMSON  |  MONDAY, 5 FEB 2024
... of the new products, with the management fee dropping from 0.30% to 0.25%. At the same time, the product's name and benchmark is also changing, becoming the iShares MSCI World ex Australia Minimum Volatility ETF, and tracking the MSCI World ex Australia ...

Pinnacle affiliates push FUM to $100bn

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... throughout," the firm said. Pinnacle has a total of 15 affiliates; some 81% of their strategies have outperformed the benchmark over a five-year period. The firm said in the latest reporting round, macroeconomic and geopolitical events continued to cause ...

Aware Super appoints head of public market equities

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... public market equities strategy, saying that someone with her calibre, skills, and global expertise will help set a new benchmark for how super funds can extract value from this sector. He added that the new role signifies Aware Super's intent to ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... an attractive price. Morningstar's conviction in the strategy to deliver long-term positive alpha over the category benchmark, S/ASX 200 Index, has increased, underpinned by its growing confidence in the strength of the Realindex's investment team, it ...

Link names retirement, super product lead

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
Link Group has named a chief product officer to lead the development and strategic direction of its retirement and superannuation solutions. Jonathan Shaw will step into the role of chief product officer for Retirement and Superannuation Solutions (RSS) ...