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Showing 41 - 50 of 6723 results for "Benchmark"

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
... Communications. At February end it had $17.6 million in funds under management. Since its inception, it returned -27.05% while its benchmark, the MSCI ACWI SMID (AUD), achieved 39.51%. Following consultation with Montgomery, the board of Fundhost determined ...

Active equity managers underwhelm in 2025: SPIVA

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... managers thanks to dispersion widening, according to the latest SPIVA Scorecard, the majority still failed to beat the benchmark. Australian active managers' performance in 2025 proved to be "underwhelming," notably in global equities whereby 70% of ...

Aware, TelstraSuper take final steps towards merger

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
... keep costs low and deliver market leading retirement solutions and investment performance. Together, we will set a new benchmark in retirement outcomes for our members." The merger process has been ongoing for TelstraSuper since May 2024 when it first ...

Top investment teams built on diverse views, transparency

KARREN VERGARA  |  MONDAY, 9 MAR 2026
Successful female fund managers thrive in investment teams that are built on diverse views, trust and transparency, which are equally important in the companies they invest in. Looking at the progress of gender parity in wealth management, top female ...

Vanguard launches three new funds

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2026
... S&P 500 to Vanguard for the new series of index funds. "For more than six decades, the S&P 500 has been the premier benchmark for large-cap US equities. S&P DJI's licensing relationship with Vanguard adds to the S&P 500's substantial ecosystem ...

Financial services' gender pay gap improves at 21.4%

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
... marginal improvement from last year's 22.2%, the gender pay gap for the sector still rides high above the national benchmark of 11.2%. According to the Employer Gender Pay Gaps Report, financial services top the industries with massive pay gaps alongside ...

Silvercrest AM expands into Australia, launches fund

ELIZA BAVIN  |  TUESDAY, 3 MAR 2026
... relative value to deep value, seeking long-term capital appreciation and outperformance of the MSCI All Country World Index benchmark. Silvercrest global head of institutional business Allen Gray said he is delighted to welcome Manonian to the team. ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... poor service was a driver in 50% of cases where advisers stopped using a platform. Investment Trends recalibrated its benchmark to increase weightings in "high priority" areas and found that overall scores moderated across the market, with HUB24 retaining ...

L1 Group realises $24m of $35m merger cost synergies

RIDDHIMA TALWANI  |  WEDNESDAY, 25 FEB 2026
... said. L1 Capital's Long Short Fund, running since September 2014, provided a return of 20% per annum compared to its benchmark. The Global Long Short Fund returned investors 78.2% compared to the benchmark. It said it has a pipeline of exciting new ...

Unintended consequences of passive investing materialise: MFS

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
... time. It's the misaligned objective and where the incentives are because the tolerance of underperformance of a benchmark is a third of a full market cycle," she said. "The conversation is not necessarily wrong or right. All this says is we have ...