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STAFF WRITER  |  MONDAY, 17 NOV 2014
In the latest edition of Financial Standard we look at the latest in the active versus passive debate as a trend towards investment in index strategies takes hold. Mark Smith considers whether the jig is up for active fund managers in this issue's feature. ...

Towers Watson launches Thinking Ahead Institute

JAMES FERNYHOUGH  |  WEDNESDAY, 29 OCT 2014
... $5.6 trillion. Chris Ford, global head of investment at Towers Watson, said: "We have long taken the view that we are not passive participants in the investment world and that we must use our influence to change investment for the better. "Acting together ...

Active management under threat from smart ETFs

MARK SMITH  |  MONDAY, 27 OCT 2014
The distinction between active and passive investment strategies is being blurred by the new range of index products being brought to market, according to S&P Dow Jones Indices managing director and index committee chairman David Blitzer. Speaking to ...

FEATURE: Is it time to change the conversation about ETFs?

JAMES FERNYHOUGH, MARK SMITH  |  FRIDAY, 24 OCT 2014
With the range of ETFs ever increasing, is it time we stopped thinking of them as passive, 'set-and-forget' instruments, and started viewing them instead as a means of actively managing asset allocation? James Fernyhough and Mark Smith report. In Australia ...

Retail funds deny relying on passive investment

JAMES FERNYHOUGH  |  THURSDAY, 23 OCT 2014
Three major retail superannuation funds have rejected claims that they are relying on passive investment strategies to keep MySuper product costs down, confirming they have a significant allocation to active managers. Colonial First State head of investment ...

PROFILE: Goldman Sachs Asset Management head of fixed income for Asia-Pacific Philip Moffitt

MARK SMITH  |  THURSDAY, 23 OCT 2014
... industry built on the central pillar that market-beating returns can be achieved by very skilled professionals and not, as passive fund proponents would assert, by lucky ones. It is therefore refreshing that Philip Moffitt, head of Fixed Income Asia-Pacific ...

Active and passive funds are not mutually exclusive

MARK SMITH  |  WEDNESDAY, 15 OCT 2014
Investors who think in terms of either active or passive are missing out on the benefits that arise from blending the two approaches, according to BlackRock Australia's head of retail Mark Oliver. He argues that active funds are best considered for ...

NZ Super CEO higher paid than Aussie counterparts

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
... North American assets, with 25% in Europe and 14% in New Zealand. The report also showed that the fund heavily favours passive over active investment, with 70% of its investments managed this way. Chairman Gavin Walker, chairman of NZ Super Fund, said ...

Active fund failure shown in new data

MARK SMITH  |  WEDNESDAY, 8 OCT 2014
... inefficiency more readily. The figures follow a period in which Australian institutions have been increasing their allocations to passive strategies significantly. According to data from Rainmaker Information, the penetration of passive strategies has ...

AXA ESG SmartBeta fund available to retail investors

JAMES FERNYHOUGH  |  MONDAY, 15 SEP 2014
... advised FIWA on its investment. Atchison general manager Kev Toohey said: "We saw real value in moving away from a standard passive mandate towards a more effective means of harvesting the global equity beta. We were also attracted by the diversification ...