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Showing 41 - 50 of 95 results for %22Reference Portfolio%22

Defensive bias hurting SMSF performance: Research

ALEX BURKE  |  TUESDAY, 13 FEB 2018
... default MySuper indices, according to SuperGuard 360 research. In the 12 months to 31 December 2017, the SG360 SMSF reference index returned 9.2% - somewhat lower than the SG360 default (MySuper) index, which returned 10.5%. Over five years, this gap ...

Former industry fund CIO leaves Vanguard after seven months

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2017
... equities investment solutions for clients, working closely with its Equity Index Group and Quantitative Equity Group. In reference to her employment with the $5.9 trillion firm, McLaughlin's LinkedIn page reads: "Lesson to share: If you don't connect ...

Pinnacle boutique launches $250m LIC offer

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... micro-cap companies and aims to outperform the S&P/ASX Small Ordinaries Index on a rolling three-to-five-year basis. As a reference, the Spheria Australian Smaller Companies Fund, which employs the same prospective strategy as the LIC, has outperformed ...

Super funds must address climate risk: Market Forces

EMMA RAPAPORT  |  THURSDAY, 3 AUG 2017
... extent that those risks may intersect with the financial interests of a beneficiary of a superannuation fund." Making reference to the provisions of the Superannuation Industry (Supervision) Act, they continued: "it is incumbent upon a trustee director ...

Quant not active management blasphemy: Robeco BP

ALEX BURKE  |  TUESDAY, 6 JUN 2017
... overlay. One of the great things about Boston Partners is that the average analyst has been at the firm for 14 years. Our portfolio managers have around 390 years of experience in total, almost all of that at Boston Partners. "That's the power of continuity ...

Too much ado about Fed reinvesting nothing

BENJAMIN ONG  |  THURSDAY, 6 APR 2017
... March FOMC meeting minutes were released and... Wall Street saw that it wasn't good. This is because while the Fed's reference to the reinvestment of principal payments from its portfolio holdings was largely innocuous in its 15 March policy statement ...

Emerging markets investment grows with new fund

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
... of aligned interests," Mercer said. The Emerging Markets Sustainable Leaders Fund has been constructed with limited reference to its benchmark, the MSCI Emerging Markets Index, with key holdings including Woolies in South Africa, Bank Zachodni in Poland ...

CSC contributes to global ESG think tank

DARREN SNYDER  |  FRIDAY, 23 DEC 2016
... early to reach any definitive conclusion, we believe passive investments based on ESG themed indices can serve as good reference points in evaluating the viability of using ESG indices in constructing one's portfolio," the statement said. The group said ...

MLC portfolios receive Highly Recommended rating

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
... conviction in our investment capabilities and expectations of the strategy going forward." In its rating report Zenith made reference to the high level of conviction in the MLC Capital Markets Research team, which is led by Dr Susan Gosling, and highlighted ...

NZ Super Fund posts decent full-year return

MARK SMITH  |  WEDNESDAY, 21 SEP 2016
... negative returns in global equities but the investment committee was still able to add value versus the passive reference portfolio benchmark return of 0.52%. The fund attributed this to strong performance of its active investments in timber and infrastructure. ...