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Showing 391 - 400 of 2799 results for "Analysis"

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... managers who consistently deliver robust returns while adeptly managing investment risk. Rainmaker Information conducted the analysis across six major asset classes, encompassing 21 categories, while reviewing more than seven factors, including performance ...

JPMorgan developing investment advice AI

ANDREW MCKEAN  |  TUESDAY, 30 MAY 2023
... bank is looking at potential applications of AI across various areas, including natural language processing, time series analysis, and reinforcement learning. Addressing ethical considerations, Dimon added that the bank had deployed an interdisciplinary ...

Income Asset Management buys credit fund

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
... Asset Management. The River Capital Liquid Credit Fund is a high conviction fund using bottom-up, fundamental credit analysis. It is currently run by River Capital, a multi-asset boutique based in Melbourne. IAM has paid $350,000 upfront and will implement ...

Boutique co-founder jumps to AustralianSuper

ELIZABETH FRY  |  FRIDAY, 19 MAY 2023
... at Blue Orbit Asset Management. For five years, she ran portfolio construction and implementation, trade execution and analysis, and research for the Blue Orbit Australian Small Cap Systematic Equities Fund and the Blue Orbit Global Small Cap Systematic ...

Australia lags in global fund disclosure: Morningstar

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
... lack of compulsory disclosure." Additionally, cash disclosure requirement is obscure, preventing scrutiny or informed analysis, the report continued. "The grouping of derivatives into types is meaningless. Take swaps: Is this swapping the return of a ...

Absolute-return bond funds fail ambitious returns: Research

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
An analysis of absolute-return bond fund managers found that they have "ambitious" returns as only one in seven strategies meet their objectives. The Morningstar research found that most absolute-return bond managers will not always provide positive ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
... representing listed equities and Level 3 comprising more illiquid assets like infrastructure and private equity. In this analysis, AustralianSuper commands the highest proportion of Level 3 assets, making up 27% of total fund net assets. Closely following ...

High super balance tax needs work: Podcast

CASSANDRA BALDINI  |  THURSDAY, 11 MAY 2023
... also problematic." Hutton isn't the only one who shares this view. Earlier in the year Financial Services Council (FSC) analysis of ATO data found a significant portion of Australian taxpayers will breach the cap in their lifetime. It found some 500,000 ...

ASIC revises IDR reporting framework

JAMIE WILLIAMSON  |  MONDAY, 8 MAY 2023
... until 29 February 2024 to report to ASIC. It is only at this time that ASIC will begin publishing the IDR data, following analysis and communication ahead of publication. "We reached a significant milestone early in 2023 when the first group of licensees ...

Betashares launches new global shares ETFs

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... 2019, just 4% did. Total industry assets under management sat at a record $142.6 billion as at March end, Betashares analysis shows. Meanwhile, Global X expects the local ETF industry to grow to $200 billion in the next two years, with 350 products on ...