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Showing 411 - 420 of 2816 results for "Analysis"

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 ...

Payday super to boost retirement savings for millions

ANDREW MCKEAN  |  TUESDAY, 2 MAY 2023
... drastically curb Australia's "unpaid super scourge" which has cost workers $33 billion over the last seven years. ISA analysis also indicates that payday super will benefit over one million lower paid and younger women who are disproportionately ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... clients' health, longevity and aged care risks that could impact retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's platform. Heather Holmes founded Genivity seven years ...

SMSFs weather market storms: Report

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... sector remains robust, weathering the 2020 COVID-induced market storm relatively better than the APRA fund sector. "Our analysis also continues to highlight how SMSFs benefit from professional advisory services, especially underscoring the value of trustee ...