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

Search Results

Showing 41 - 50 of 5587 results for %22Australia benchmark%22

Responsible investment AUM drops: RIAA

RACHEL ALEMBAKIS  |  MONDAY, 18 SEP 2023
... exclude mining, energy, and materials sectors, which saw strong performance in 2022. RIAA has published its annual RI Benchmark report, identifying trends in responsible investment as well as activity within the sector. RIAA has identified 36%, or $1.3 ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... assets under management, is now known as the Wheelhouse Global Fund. Its benchmark has changed from the MSCI World ex Australia Index to the RBA cash rate +2.5%. Its internal return target of over 8% per annum over a rolling 5-year period (net of fees ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... half of 2023, 55% of Australian equity funds underperformed the S&P/ASX 200 index, according to the S&P Global SPIVA Australia Scorecard. But the S&P Global SPIVA Australia Scorecard - which measures the performance of actively managed funds against ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... concluded that respondents predominantly believe AI and HI are complementary rather than interchangeable. CFA Societies Australia chief executive Lisa Carroll said rapid technological innovation in the form of AI, machine learning, and big data, among ...

Two top Global X executives exit

KARREN VERGARA  |  TUESDAY, 12 SEP 2023
... strategy, vacated the role on September 1 after 18 months. Hannon has joined Macquarie as ETF investment strategist for Australia and New Zealand as the bank builds out its ETF business. Before Global X, he held senior roles at BlackRock and Commonwealth ...

Australian Retirement Trust hires Tim Unger

ELIZABETH FRY  |  FRIDAY, 8 SEP 2023
Australian Retirement Trust has added former Willis Towers Watson sustainable investments lead Tim Unger to its team. Unger has been appointed as senior portfolio manager within the sustainable investments team. The appointment follows ART's recent ...

BlackRock to launch US Treasury Bond ETF

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
... the world. Priced at 15 basis points, which according to BlackRock is 25% cheaper than the nearest competing ETF in Australia, IUSG will be benchmarked to the ICE US Treasury Core Bond AUD Hedged Index. Through the fund, local investors will gain exposure ...

Climate change to create 'portfolio manager 2.0':Robeco

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
As the environmental landscape changes and the convergence of climate change and natural loss spark reactions from policymakers, portfolio managers and investors must transform their skill sets. Speaking at the Australian Institute of Superannuation ...

Russell adds to sustainable managed portfolios

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... investors and advisers who wish to invest according to their values," Russell head of adviser and intermediary solutions in Australia Neil Rogan said. The new options give retail and wholesale investors access to some leading investment managers and ...

Talent attraction key to family office growth: KPMG

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... Club, was conducted from late December 2022 to February 2023 and includes responses from 1500 global family offices. In Australia, over 50% of family offices were established in the last 10 years and have five or fewer employees. Over half have assets ...