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Showing 51 - 60 of 711 results for "Passive"

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
... help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded funds. The six portfolios, currently available on the Macquarie ...

NGS Super taps Robeco for major equities mandate

RACHEL ALEMBAKIS  |  FRIDAY, 24 FEB 2023
... world." Head of Robeco Australia Stephen Dennis said that enhanced indexing strategies offer advantages over traditional passive strategies, as it allows for customisation. "Through Robeco's Enhanced Indexing strategy, we can provide tailored solutions ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
... on their platform this year, the survey said. Additionally, 54% of fund selectors forecast that a recession will reveal passive investments inadequacies. More than half (67%) were also concerned that large inflows and outflows from passive investment ...

MySuper heatmap reveals sub-par products

ANDREW MCKEAN  |  THURSDAY, 15 DEC 2022
... Super MySuper, IOOF MySuper, Smart Future Trust's smartMoney Lifecyle, Suncorp Lifestage Funds and OneSuper MySuper Passive Balanced. Commenting on the findings, APRA deputy chair Margaret Cole said: "Since 2019, APRA's MySuper heatmap has been ...

Factor investors increase allocations: Invesco

CHLOE WALKER  |  MONDAY, 14 NOV 2022
... to how comfortable and confident they have become with a factor approach as a pillar of investing alongside active and passive," Invesco global director, factor investing Stephen Quance said. "This is a trend we have seen across geographies including ...

J.P. Morgan enters local ETF market

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2022
... comes to cost, too. JEPI is priced at 40bps and JREG at 30bps; "So, you're effectively getting an active product at passive prices... versus peers, we are very competitively priced." "Globally, we are the largest active ETF manager by assets and ...

Firetrail global opportunities fund hits ASX

CHLOE WALKER  |  TUESDAY, 11 OCT 2022
... or unrecognised by the wider investment community. Because of this, the portfolio is typically very different to both passive and active global equity ETFs." This fund is for investors who are seeking a long-term exposure to a high conviction, concentrated ...

NZ Super shifts $25bn to low carbon indices

RACHEL ALEMBAKIS  |  WEDNESDAY, 14 SEP 2022
... the new benchmark taking effect on 1 July 2022. The changes apply to the fund's reference portfolio benchmark and its passive investments in global equities. The fund previously tracked a custom version of the MSCI All Country World Investible Market ...

What's missing for advisers: Atchison Consultants

ANDREW MCKEAN  |  MONDAY, 22 AUG 2022
According to Atchison Consultants principal Kevin Toohey, financial advisers have a unique challenge in applying a passive, broad-based approach to constructing the defensive part of a client's portfolio. Referring to the composition of the Bloomberg ...

Martin Currie introduces Aussie equities strategy

ANDREW MCKEAN  |  THURSDAY, 18 AUG 2022
... the public. Martin Currie Australia chief investment officer Reece Birtles said: "Unlike 'traditional' quant and passive funds that rely on backward-looking signals, this strategy utilises Martin Currie's forward-looking and, on the ground ...