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Showing 21 - 30 of 190 results for "Mutual funds"

Atrium adds national sales manager

ELIZABETH FRY  |  WEDNESDAY, 11 MAY 2022
... running international equities and an eight-year as a global derivatives trader and portfolio manager at National Mutual Funds Management. "Atrium's proven and pioneering risk-targeted approach, designed to smooth outperformance and maximise returns ...

Nucleus Wealth launches direct indexing option

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... Stanley, this could grow to about US$1.5 trillion by 2025, drawing flows that would otherwise be snapped up by ETFs or mutual funds. Now on the shores of Australia, Nucleus Wealth chief investment officer Damien Klassen says direct indexing is the next ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... make up an index. This approach is dissimilar from investing in exchange-traded funds (ETFs), that track an index or mutual funds that follow a benchmark index. Direct indexing allows investors to own the securities that make up an index and hold them ...

Mirae to launch local ETF suite

KARREN VERGARA  |  FRIDAY, 25 FEB 2022
... Walesby said Mirae will also focus on building the local actively managed fund capabilities, on top of two unlisted mutual funds that are currently on offer, which have plans to list in the near future. "We have other emerging markets and Asian-focused ...

Tide turns in ETFs, managed funds inflows

KANIKA SOOD  |  FRIDAY, 22 JAN 2021
... new record for inflows, while managed funds set a record of their own - in highest outflows for a calendar year. Mutual funds are still roughly three times the size of ETFs in the United States, Morningstar said, But when it comes to 2020 flows, there ...

ETF industry approaches $100bn

ANNABELLE DICKSON  |  TUESDAY, 19 JAN 2021
... maintaining the same proportion as the previous year. Despite this, several active managers have plans to list existing mutual funds in the active ETF space. "[...] we expect their share of flows to grow steadily over the coming years, particularly if ...

First Sentier launches infrastructure fund

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... Greenup said. First Sentier Investors managing director for Americas Bachar Beaini said: "Until now, US investors in mutual funds had limited options to invest in publicly traded infrastructure assets in this country outside of globally focused portf ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... newsfeeds. The platform has 40 configurable web components to help wealth managers follow market changes on stocks, mutual funds, ETFs, closed-ended funds, foreign-exchange markets, options, preferred stocks, indexes, commodities and fixed income. Users ...

Robeco extends exclusions

ELIZABETH MCARTHUR  |  FRIDAY, 25 SEP 2020
Robeco announced it will now exclude investments in thermal coal, oil sands and Arctic drilling from all its mutual funds. The manager said the decision is an important step in its sustainable investing approach. Companies that derive 25% or more of ...

Masterfund assets decline

KARREN VERGARA  |  WEDNESDAY, 23 SEP 2020
... recovered the losses instigated by the global pandemic, the latest Plan For Life data show. The sector, which comprises mutual funds on wraps, platforms and master trusts, reached $824.3 billion for the period, according to actuary and research firm ...