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Showing 611 - 620 of 795 results for "Passive"

UBS launches MySuper designed funds

BEN COLLINS  |  THURSDAY, 17 MAY 2012
... Conservative and the UBS Tactical Beta Fund - Growth are diversified, tactical asset allocation wholesale products which combine passive index investment with active asset allocation. "The government has for some years had a clear philosophical position ...

Active risk under spotlight

MELANIE TIMBRELL  |  MONDAY, 14 MAY 2012
... CIO who's picking managers - the thing that makes most sense is to have managers which are low tracking error and almost passive for the majority and then throw in some of these additional managers who can give excess returns but who are actually taking ...

Private equity tax treatment under scrutiny

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
... Equity and Venture Capital Association (AVCAL) has raised concerns that the tax treatment of private equity classifies passive investment from institutions and family offices as active income generation. "You invest in infrastructure, property, the stock ...

Small-caps beat index but approach with caution

ELISE BURGESS  |  TUESDAY, 10 APR 2012
... index where quality active management has been applied to the smaller companies segment, offering better returns than the passive approach. That being said, the report also recognised that while volatility has lowered, the small-cap segment remains considerably ...

Northern Trust wins Dutch pension mandate

MELANIE TIMBRELL  |  MONDAY, 26 MAR 2012
Northern Trust Asset Management has won a mandate for the passive management of a EUR200m listed real estate portfolio from Dutch pension fund Pensioenfonds Horeca & Catering. Wouter Jan Naborn, head of asset management for the EUR4.3bn Dutch hospitality ...

Super funds should refocus on fixed interest

ELISE BURGESS  |  MONDAY, 19 MAR 2012
Superannuation funds need to readjust their view of fixed interest to see its potential as a pre-retirement asset class and its complexities. Dr Doug McTaggart, chief executive of QIC, said that rather than super funds thinking about fixed interest ...

Smart beta gains popularity with instos

MELANIE TIMBRELL  |  THURSDAY, 1 MAR 2012
... at bfinance. Towers Watson also recently named cost-efficient access as the reason behind solid year-on-year growth in passive mandates, with value of their client invested assets climbing 60% in 2011 to in excess of US$60bn. "Indexation and smart beta ...

MLC shakes up portfolio allocations

ELISE BURGESS  |  TUESDAY, 28 FEB 2012
MLC has shifted its Australian share strategy manager allocations for its major portfolios to add passive allocations to its investment strategy, replacing Concord Capital with Vanguard Investments among other changes. The MLC Horizon Series of portfolios ...

FTSE index launch for insto investors

ELISE BURGESS  |  TUESDAY, 28 FEB 2012
... carbon-related risks in their portfolios. The FTSE CDP Carbon Strategy Index Series gives investors the ability to redefine passive equity strategies in light of future carbon risks, while maintaining close performance tracking of the underlying FTSE ...

Direct mandates growth solid: Towers Watson

MELANIE TIMBRELL  |  TUESDAY, 28 FEB 2012
... global head of investment research at Towers Watson. Cost-efficient access additionally saw a solid year-on-year growth in passive mandates with value of client invested assets climbing 60% in 2011 to in excess of US$60bn. "Indexation and smart beta ...