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Showing 4551 - 4560 of 4703 results for "Active"

Risk-return numbers fail to tell the story

... to benchmark returns for a portfolio by its relative to benchmark risk and is used to assess the level of value added in active investment strategies. As such the ratios are used as a measure of investment manager skill by quantifying how active risk ...

More confidence in financial planners

... directors and internal and external auditors from CPA Australia's members were also considered. Overall 62 per cent of active shareholders said financial planners had a lot or some investment influence. This compared with 72 per cent of passive shareholders ...

Researchers give Aberdeen's Asian funds the thumbs up

Morningstar and InvestorWeb have given positive assessments to Aberdeen Asset Management's Asian Opportunities and China Opportunities funds. The Asian Opportunities funds were in the top ranking of Morningstar's performance rankings posting an 11.69 ...

Zurich enhances its blend

... explained "the rationale for this allocation is that market PE ratios are compressed, making the risk reward trade off for active management limited at present." He added "as a result a small passive allocation reduces the risk of active management while ...

AMP's pre-Christmas product closures

... its clients. While the accounts have already been closed the funds for each 12 options will now be transferred into six active investment options. "The change is in line with AMP's policy of regularly reviewing investment options and investment managers ...

The active management game is hard to play

... State Street Global Advisors (SsgA) research survey on manager persistency has concluded that although the majority of active managers have beaten the 'performance threshold' the trend is not consistent over time. The survey conducts an analysis on the ...

Four stars to Merrill Lynch's monthly income fund: ASSIRT

Following the strong demand in income funds ASSIRT has taken a forward looking view in awarding Merrill Lynch's income fund a four star rating. Although ASSIRT believes the fund's size does not yet allow for diversification benefits, based on the strong ...

Equity Trustees on top in fixed interest

... Australian bond managers continued to add value alongside further portfolio efficiency and investors benefited from taking some active risk in the asset class. However the future of international fixed interest looked weak due to global bond markets ...

Four Stars awarded to Challenger: Morningstar

... long term, but to do better in bearish market conditions. Morningstar made particular mention of Challenger's latest and active recruitment drive including the latest recruit, Peter Greentree previously of Deutsche. Although analysts have come and gone ...

Equity Trustees RE for Lloyd George Management

Lloyd George Management (LGM) has become the latest addition to Equity Trustees' Responsible Entity (RE) clients list. LGM is an investment management organisation with approximately US$5 billion in funds under management predominantly invested in Asian ...