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Showing 461 - 470 of 2799 results for "Analysis"

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
... at Morningstar- joined JANA in April 2021, reporting to Leaper. She provides clients with an independent and thorough analysis of investment managers and advice on implementing best-in-class governance frameworks. Earlier, she held several operational ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
Australian income equities were the top performing asset class in the 12 months to September end. Analysis by Rainmaker Information shows that while global market turmoil impacted all sectors, Australian income equities fared best with a median return ...

Factor investors increase allocations: Invesco

CHLOE WALKER  |  MONDAY, 14 NOV 2022
... to understand the potential impact of these targets on the risk and return of their portfolios, which is where factor analysis and implementation can serve to counter any unintended biases," he said.

Vanguard Super reignites fee war with launch

JAMIE WILLIAMSON  |  FRIDAY, 11 NOV 2022
... including no dollar-based fees. The lifecycle option comes in at 0.58% total fees per annum which, according to Rainmaker analysis, makes it the cheapest in market for a $50,000 balance - but only just. ANZ Staff Super has fees of 0.588%. But it will ...

Women-led global equities teams outperform in downturn

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2022
... asset management firms have made progress in gender parity, others have a long way to go," Investment Metrics said. "Our analysis shows there is a strong case to build female led teams: their recent performance in down markets has demonstrated their ...

SMSF growth slows, allocations shift

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
... As at March end, SMSFs held $894 billion on behalf of 1.1 million members through 605,470 funds, Rainmaker Information analysis shows. However, the research shows the sector is growing at about half the rate of the not-for-profit super segment. In the ...

PAC Capital buys Clearwater Portfolio Management

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
... diversified strategies since 2012," he said. "Gary and I share similar points of view in terms of managing risk and market analysis. I look forward to working with Gary and the Clearwater team, taking our diversified portfolios to new heights. "The addition ...

Challenger launches new alternatives fund

ANDREW MCKEAN  |  FRIDAY, 28 OCT 2022
... Solutions Group, which will be available exclusively to institutional clients. The fund uses quantitative and qualitative analysis to identify and invest in the risk premia they believe will provide clients with consistent returns with low correlation ...

Vanguard appoints chief financial officer, dumps brokerage fees

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... Oberlies joined Vanguard in 2014 as a financial analyst and currently holds the title of director of financial planning and analysis. He has nearly 15 years of financial planning and analysis experience and has previously worked for Energy Plus and Procura ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... total portfolio value. So, even though advice fees have jumped 16% in FY22, from $3656 to $4685, Russell Investments' analysis argues that the total value of the services typically provided are worth substantially more than a typical advice fee. ...