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| | | ... concentration restrict the operation of factors." Of note, Australia accounts for less than 2% of developed markets' performance benchmark MSCI World. MSCI World covers approximately 1500 holdings compared to 200 holdings in the S&P/ASX 200. Rather than ... |
| | | | The government's Treasury review into the operation of the Your Future, Your Super (YFYS) laws and MySuper performance tests has had a mixed reception. Assistant treasurer and minister for financial services Stephen Jones said the government is ... |
| | | | Bruce Tomlinson has joined Andrew and Nicola Forrest's Minderoo Foundation as investment director after recently leaving Australian Retirement Trust. In the new role, the former ART portfolio manager will report to John Hartman, the chief investment ... |
| | | | ... Australasia (RIAA) annual conference in April. In a speech to RIAA, Jones called out an "alarming anomaly, where the benchmark will essentially drive faith-based investing out of the market which is a perverse outcome for a government which purports ... |
| | | | ... remained steady at 0.95, demonstrating the overwhelming hold equities have as a driver for returns. Over five years, the benchmark return for MySuper options sits at 6.0%, while over 10 years it's 7.9%. The predictions come as AustralianSuper reports ... |
| | | | ... requirements, IFM said. The pooled fund targets a 50% reduction in Scope 1 and 2 emissions by 2030 relative to 2019 benchmark levels, and Scope 3 emissions through reduced exposure to carbon intensive companies and taking overweight positions in companies ... |
| | | | ... uncertainty,' he said. "So far in 2022, the Talaria Global Equity Fund has outperformed the MSCI World (ex-Aust) benchmark by over 14%, highlighting the benefits of its differentiated and alternative approach to global equity investing." |
| | | | ... those who invested in private equities over the past 20 years - except for in 2008 - you would have outperformed the benchmark," Kerley said. On diversification, he said: "As the markets are getting thinner and as the number of companies grow larger ... |
| | | | ... target, Qantas Super said that during phase one it will research available low carbon benchmarks and recommend a suitable benchmark to implement across its listed equities portfolio. It will also establish principles for any new private market investments ... |
| | | | ... reduced. Investors will now pay management fees and costs of 0.77% per annum, down from 0.94%. The fund aims to beat its benchmark, the RBA Cash Rate, by 2.5% after fees and expenses. As at April 30, it has returned 4.98% per annum since its 2013 inception ... |
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