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Showing 711 - 720 of 11291 results for "research"

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
... favourable for active funds not only for shorter periods but also through the trailing 10 years," Morningstar manager research senior analyst Zunjar Sanzgiri said. In the Australia equity income category, active funds won out over all time periods, providing ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable ...

Morningstar names director, manager research

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
Morningstar Australasia has appointed a TCorp investment leader to spearhead its qualitative research on Australian and New Zealand fund managers. Eva Cook has joined the firm as director, manager research. Originally from France, Cook has over 25 years ...

AustralianSuper well placed to achieve mega-scale ambitions: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 15 NOV 2024
... limits our Parent Pillar rating. We do note the changes in architecture to improve member experiences going forward," the research house said. That said, overall Morningstar said AustralianSuper has what it takes to achieve its ambitions while delivering ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... apparently the highest it's ever been, the number of people actually seeking it has dropped. That's according to new research from Brighter Super and Investment Trends that shows retirement confidence among Australians is the lowest it's been in a decade. ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
... further warned that "not all outsourcing providers are created equal" and urged financial services firms to do their research and understand the risks if they go down the path of adopting a direct model. "We have external auditors come through, penetration ...

UK to follow Australia's lead in creating megafunds

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2024
... Government Pension Scheme will also be overhauled to deliver better value from investment decisions, which independent research suggests could free up money in the long-term to support local public services," the government said. "Local economies will ...

Mason Stevens names head of asset allocation

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
... Mason Stevens said Creighton has a robust background in portfolio management, trading, macroeconomic and quantitative research, and risk management. "Brad's experience spans across global hedge funds and leading financial institutions. His deep understanding ...

Outdated super rule costs teens $10k at retirement

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
... invested early in life in super has the most power to grow our retirement savings exponentially over our lives." SMC research shows the majority (85%) of Australians believe anyone that does paid work deserves super contributions. Backing the calls for ...

Small caps boutique merges with Conduit Group

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
Small caps investment house Spatium Capital has inked a merger agreement with Singapore's Conduit Group. Spatium Capital, based in Melbourne, is merging with Conduit Securities and Conduit Asset Management, subsidiaries of Conduit Group, as both parties ...