Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 53 results for "Attribution"

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
... base research outsourced to third party providers for both managed funds and equities, with appropriate controls over attribution and disclosure." IOOF did not reveal details of the report, but mentioned that PwC made recommendations in relation to "composition ...

Treasury invites submissions to draft MIT tax changes

MARK SMITH  |  THURSDAY, 9 APR 2015
... in close consultation with industry stakeholders. Key features of the new tax system for eligible MITs include an attribution model for determining member tax liabilities, which allows amounts to retain their tax character as they flow through a MIT ...

FTSE and ASFA launch Australian bond indices

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
... and bond level analytics, along with sub-indices for sectors, ratings and maturity bands, allowing for more granular attribution and additional customisation options." The series includes 70 sub-indices, under three broad categories. The Australia Overall ...

Russell multi-manager funds get top Zenith rating

MARK SMITH  |  FRIDAY, 4 OCT 2013
... house had greater conviction in the manager's differentiated process and the significant strides made with regard to attribution and risk management capabilities. Two strategies managed by Investment Science were placed on 'redeem'. For multi-manager ...

New MIT tax rules tweaked following consultation

MARK SMITH  |  TUESDAY, 6 AUG 2013
... following industry consultation. One change addresses concerns that the proposed tax treatment of the under or over attribution of net income may be unreasonable under certain circumstances when compared to the tax profile of many MIT investors. The ...

BNP Paribas Securities Services appoints IRP Asia/Pac head

STAFF JOURNALIST  |  WEDNESDAY, 28 NOV 2012
... investments. This includes calculation and reporting capabilities around ex-post risk, portfolio returns, tailor-made attribution and ex-ante market risk based on portfolio composition. Gayer has more than 15 years' experience servicing a varied institutional ...

SMSF members still happiest

ALEX DUNNIN  |  TUESDAY, 30 OCT 2012
... no direct evidence of their systemic outperformance. The Rainmaker SelectingSuper SMSF performance index, based on attribution analysis of SMSF sector wide asset allocation, returned 1% in 2011-12 and 6% pa over the past three years. These results match ...

Legacy systems cause super funds to rethink op models

MELANIE TIMBRELL  |  FRIDAY, 9 MAR 2012
... portfolio management capabilities, along with associated pre- and post-trade compliance, as well as performance and attribution, and risk analytics to complete the picture." Efficient consolidation of all externally managed funds to allow executives ...

ETF services expanded with cloud

MELANIE TIMBRELL  |  WEDNESDAY, 25 JAN 2012
... with the capability for geographic expansion of the State Street ETF order management system and daily performance attribution capability for the funds. "Our expanded offering reflects the tremendous growth that ETFs have experienced over the past decade," ...

DST Global launches data management platform in Australia

CLAIRE MCGREAL  |  TUESDAY, 8 NOV 2011
... manager, has gone live with the platform, using it for improved control of its portfolios' investment performance and attribution measurement. DST said the platform is already being used by a number of fund management companies around the world, including ...