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| | | ... each from their super could retire with about $195,000 less in today's dollars. A Mercer study of its Global Pension Index found countries that allow early access to retirement savings for housing did not have higher rates of home ownership than ... |
| | | | ... that include Parent and Process. Since 2016, Stevanovic's management of the Australian equities fund has outperformed both index and category peers, positively adding to the strong historical track record, Morningstar said. "The fund's performance is ... |
| | | | ... development and investment globally," he said. "The firm's European arm currently manages 12 crypto ETPs, and its MarketVector index subsidiary was the first to launch a definitive suite of digital asset indexes with its flagship Bitcoin & Ethereum Benchmark ... |
| | | | ... client portfolios, and most advisers will say: 'Unless you can demonstrate a long-term track record of outperforming an index, we will use an index'." Weingarth also highlighted the rise of alternative assets in a client's portfolio. "Private markets ... |
| | | | ... $66.8 million in funds under management. The fund was established in April 2012 and tracks the S&P/ASX 200 Total Return Index, investing in mid- and large-cap stocks. It has a three-year annualised return of 6.16% versus the benchmark's 9.56%. Meantime ... |
| | | | ... Management Group since 2017, Davis currently oversees $8 trillion in global assets managed by the firm's fixed income, equity index, and quantitative equity groups. Prior to being named chief investment officer, Davis was principal and global head ... |
| | | | ... match or outperform the S&P/ASX200, which returned 12.4% per annum, SPIVA's 2023 Australia scorecard revealed as the index. They also fared worse than the long-term average of 60%. S&P Dow Jones Indices APAC director and head of index investment ... |
| | | | ... internal yields of less than 5.5%, it said. "Since these rates of return slightly exceed the capital stable retirement long-run index, this suggests annuities could appeal to risk-averse fund members," Rainmaker noted. Another potential market for annuities ... |
| | | | ... slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII). For only the second time, the KFLII, which tracks the performance of 10 popular investments of passion, ended the ... |
| | | | Vanguard Super has amassed $1 billion in funds under management in just over 12 months, while delivering the best-performing Lifecycle MySuper option of 2023 and quietly rolling out a retirement offering at half the cost of the incumbents'. Speaking ... |
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