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Showing 31 - 40 of 711 results for "Passive"

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... super funds are guided by ESG policies that screen controversial weapons for actively managed investments - but not for passive strategies. TelstraSuper, for example, maintains a general investment exclusion for manufacturers of controversial weapons ...

Aware Super appoints head of public market equities

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... existing internal capabilities. Prior to joining Aware Super, Hong was a senior portfolio manager at Vanguard, head of passive equity portfolio management at Charles Schwab, and portfolio manager for global institutional index equities and quant active ...

Global X slashes ETF fees

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
Global X ETFs is reducing management fees on two of its fixed income ETFs, the Global X USD High Yield Bond ETF (USHY) and the Global X US Treasury Bond ETF (USTB). USHY is currently priced at 0.40% and UTSB is currently 0.20% per year but will be reduced ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... of managed portfolios. The Discover offering, now available on HUB24 Invest, Super and Pension, encompasses a range of passive, active and ESG-managed portfolios from portfolio managers including AZ Sestante, Betashares, Blackrock iShares, Elston, Lonsec ...

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... of Australian real estate investment trust (A-REIT) managers have been able to outperform the average total return of passive strategies over the long term, while their global counterparts have struggled. Morningstar's latest analysis, based on Morningstar's ...

J.P. Morgan readies evergreen solution for wholesale market

ANDREW MCKEAN  |  MONDAY, 13 NOV 2023
... in November last year. "I think for us as a firm, we're very focused on being a clear active manager, not blending passive with active capabilities; we concentrate on our core competencies and double down on them," Creber says. "What we believe truly ...

AMP North incorporates DNR Capital, Morningstar managed portfolios

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... Medalist Core series, encompassing a mix of managed funds and ETFs. Morningstar's portfolios use a combination of active and passive strategies ensuring clients have a "robust, research-led" investment solution. The suite is available to advisers across ...

Active funds outperform passive strategies - sometimes

ANDREW MCKEAN  |  MONDAY, 6 NOV 2023
... sectors such as Australia mid/small blend and local large value equities, active funds demonstrate superiority, while passive funds remain dominant in markets with representative indexes. According to the research house's inaugural Australian Active/Passive ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... over time. "Over the life of the super fund, our active investment strategies have generated $15.1 billion more than a passive, index-linked strategy would have achieved," he said. "These active returns, together with the market returns achieved, mean ...

Aware Super details new term deposit option

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
... High Growth Socially Conscious, High Growth Indexed, Balanced Indexed, and Diversified Conservative. It also introduced a passive Bonds option.