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Showing 41 - 50 of 143 results for %22Dimensional%22

Australia most active region in Q2: Research

ALLY SELBY  |  FRIDAY, 4 SEP 2020
... for the quarter in this strategy were in Arrowstreet Emerging Markets Equity, UBS Emerging Markets Equity HALO and Dimensional Emerging Markets All Cap Core Strategies. Asia ex-Japan large cap equity reported $636.8 million in net inflows for the quarter ...

Morningstar upgrades four, downgrades 10

ALLY SELBY  |  THURSDAY, 3 SEP 2020
... reservations surrounding the applicability of the fund's reward-for-risk approach. However, Morningstar said: "Dimensional has been able to handle periods such as when yield curves have become flat or even inverted, its duration floor not proving ...

ESG funds crowned winners of COVID-19 crisis

ALLY SELBY  |  MONDAY, 3 AUG 2020
... sustainable funds attracted inflows worth more than $207 million in the second quarter of 2020, with Australian Ethical and Dimensional reaping the majority of these rewards. Morningstar's latest Global Sustainable Fund Flows report, which examined 3432 ...

Top equities managers revealed

ALLY SELBY  |  THURSDAY, 16 JUL 2020
... quality/growth bias). Value managers tended to underperform over the past 12 months, with fund's Allan Gray Australian Equity, Dimensional Australian Value, Lazard Select Australian Equity, Martin Currie Australia Real Income and Nikko AM Australian ...

Best, worst global equities funds in March quarter

KANIKA SOOD  |  THURSDAY, 23 APR 2020
... were: Barrow Hanley Global Equity Trust (-18.62% return for March quarter), SPDR's S&P Global Dividend ETF (-21.47%), Dimensional Global Value Trust (-22.03%), Lazard Global Equity Franchise (-22.88%) and PM Capital Global Companies (-27.07%). "The laggards ...

Best, worst equities performers in COVID-19 sell-off revealed

ALLY SELBY  |  WEDNESDAY, 18 MAR 2020
... portfolio of high-quality, low-volatility stocks," Morningstar said. Meanwhile, the country's worst performers were Dimensional Australian Value Trust (-29.26%), Russell Inv High Dividend Aus Shrs ETF (-28.06%) Lazard Select Australian Equity W (-27.86%) ...

Industry fund awards infrastructure mandate

KANIKA SOOD  |  TUESDAY, 17 MAR 2020
... the same time, the fund has been shifting its equities allocations to lower fee, screened passive strategies from Dimensional Fund Advisors, while maintaining a small roster of active managers. The First Sentier investment was led by Christian Super ...

Carbon footpath important, not footprint: AXA

ALLY SELBY  |  MONDAY, 24 FEB 2020
... data inputs, to identify leaders and laggards within each sector. It recommends using the "E score lens - a multi-dimensional view of a company's environmental commitment" to assess a company's carbon footpath. "Using our 'E' scores instead of carbon ...

Pengana makes executive hire

ALLY SELBY  |  FRIDAY, 14 FEB 2020
... relationship manager. She has also held roles as an investment specialist at State Street Australia, as well as with Dimensional Fund Advisors where she worked for the firm's institutional business.

The growing risk to financial advisers

ALLY SELBY  |  THURSDAY, 23 JAN 2020
... industry funds already providing advice to members. "The focus of this advice would be general and would be very one-dimensional, centering on the superannuation side of a person's wealth," he said. "Industry super funds already have advice channels ...