Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 331 results for "Underperformance"

Pella Global Generations Fund launches in NZ

KARREN VERGARA  |  THURSDAY, 3 APR 2025
... said: "The legacy of Trump-era policies has increasingly weighed on the US stock market, leading to broad-based underperformance across multiple sectors." "Meanwhile, regions such as Germany, with its major fiscal stimulus, and China, which is actively ...

Sliver of Aussie global equity managers beat index: SPIVA

KARREN VERGARA  |  TUESDAY, 25 MAR 2025
... year saw 85% of active global equity funds struggle to keep pace over the one-year period - the second-highest underperformance rate recorded by SPIVA's Australia Scorecard. They fared worse over a 15-year term with underperformance rates reaching ...

Underperforming managers in China could see pay halved

KARREN VERGARA  |  MONDAY, 17 MAR 2025
... Research chief executive Dhirendra Kumar commented that the CSRC's proposal to slash fund manager pay for underperformance "sounds bold, but it's a tricky beast for open-ended funds with daily NAVs". If a fund lags its benchmark by, say, 10% ...

GQG records US$1.7bn net flows in January

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... challenges, including greater scarcity of undervalued securities, pressure to remain fully invested to avoid underperformance, and competition from passive funds that simply track the market."

Magellan Financial Group 'redemption risks heightened'

ANDREW MCKEAN  |  WEDNESDAY, 5 FEB 2025
... sticky." "Clients may redeem funds following a key manager departure, a concern compounded by the strategy's underperformance relative to its benchmark. It's likely to take time for clients to regain confidence in Magellan given changes to its investment ...

Perpetual delivers 'mixed' performance in Q2

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... challenges, including greater scarcity of undervalued securities, pressure to remain fully invested to avoid underperformance, and competition from passive funds that simply track the market. "Accordingly, we anticipate portfolio returns for our covered ...

Bumpy roads ahead for traditional active managers

MATTHEW WAI  |  WEDNESDAY, 29 JAN 2025
... challenges, including greater scarcity of undervalued securities, pressure to remain fully invested to avoid underperformance, and competition from passive funds that simply track the market. "Accordingly, we anticipate portfolio returns for our covered ...

Chief executive misbehaviour stifles investment returns

ANDREW MCKEAN  |  THURSDAY, 23 JAN 2025
... underperformed" from a share price perspective. Acadian Australia portfolio manager Matt Picone, however, said this underperformance wasn't necessarily because of public scandals, adding that it's also difficult to predict such events. Nevertheless ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... made available or recommended to members. Nor did we seek to provide a prescriptive measure or benchmark for underperformance," Kirkland said. "We appreciate that performance can fluctuate over time and not all instances of underperformance are a reason ...

Major themes impacting systematic investors

ELIZA BAVIN  |  FRIDAY, 15 NOV 2024
... reported outperformance over both traditional active approaches and market-weighted strategies, contrasting with underperformance of just 8% and 6% respectively. Additionally, the study found the need to react quickly has led to increased uptake of techniques ...