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Showing 21 - 30 of 6445 results for "Benchmark"

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... Jones Industrial Average hit its lowest level since 1962 and the height of the Cuban Missile Crisis. "At the close, the benchmark was at 627 and went on to bottom at 578 later in the month. The Dow Jones is currently 39,000. The S&P 500 bottomed out ...

Low investor demand sees equities funds wound up

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... Total Return Index, investing in mid- and large-cap stocks. It has a three-year annualised return of 6.16% versus the benchmark's 9.56%. Meantime, the Paradice Global Emerging Markets Fund is also being wound up "as soon as practicable." "Emerging market ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... Large-cap active equity fund managers turned in their second-worst year of underperformance as 77% failed to beat their benchmark, the latest SPIVA study shows. Aussie large-cap managers suffered their worst-performing period in 2023 - not since 2018 ...

Realindex Investments marks 15 years with rebrand

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
Realindex Investments is rebranding to better position for long-term global growth. Going forward, the First Sentier Investors manager will be known as RQI Investors and have a new logo and visual identity. Chief executive Andrew Francis said the new ...

Fidelity launches global bond fund

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
Fidelity International has launched the Fidelity Global Bond Fund, offering investors a broad and diversified exposure to global bond markets. The fund invests mainly in investment-grade global sovereign and corporate bonds but also provides exposure ...

New chair for NZ Super Fund

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
Catherine Drayton is leaving the Guardians of New Zealand Superannuation Board, with her successor to take over on March 1. Drayton has served as chair since April 2021 and been on the board since November 2018. She has decided to step down from the ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... worst performing option based on performance parameters ASIC provided. Of the 29 options, 24 did not meet or exceed the benchmark disclosed in the relevant PDSs for five or more years. Several of the options reviewed failed to meet their return or benchmark ...

APRA proposes updated operational risk financial requirements

ANDREW MCKEAN  |  TUESDAY, 20 FEB 2024
... guideline target amount for the ORFR of 25 basis points of funds under management. It added that this standard industry benchmark provides confidence that financial resources would be available to respond to a material operational risk incident if needed ...

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 ...