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| | | ... including Tesla, Amazon and Apple, our paper shows that the value underperformance, relative to the market capitalization benchmark, largely disappears once we exclude these names. "To us, the outperformance of growth looks quite unstable. If we take ... |
| | | | ... delivering outcomes that in its absence would have been unlikely." He added that RIAA's recent Responsible Investment Benchmark Report showed that responsible investment now represents 13% of Australia's $3.155 trillion in professionally managed assets ... |
| | | | ... pension plan respectively. On an annualised basis it returned 28.8% p.a. as at September2020 since inception, while its benchmark delivered 6.4%, beating it almost fivefold. Vision Super chief investment officer Michael Wyrsch told Financial Standard ... |
| | | | ... reinvested)'s 4.82% over the 12 months ending June 30. Returns since December 2002 inception are 0.79% p.a. below the benchmark, factoring in the old fees. |
| | | | ... from July 2021 and all trustee-directed super products from July 2022. Funds that fall five percentage points below the benchmark two years in a row will be barred from receiving new members and listed as underperformers on a new YourSuper portal until ... |
| | | | ... performance, and will take individual asset allocation in performance. "Products that underperform their net investment return benchmark by 0.5 percentage points per year over an eight-year period will be classified as underperforming. For MySuper products ... |
| | | | ... worker changes jobs, with Australians to be 'stapled' to their super account. Further, from July 2021, APRA will benchmark MySuper products, with products that have underperformed over two consecutive annual tests to be banned from taking on ... |
| | | | ... -11.38% over the six months to June 30, with the fund returning -3.92% over a 12-month period. In comparison, the LIC's benchmark, the MSCI AC World (net dividends) index, returned -4.28% and 4.08% over the same time periods. Longer term, TGG has consistently ... |
| | | | The prudential regulator has lambasted superannuation funds for not taking underperformance seriously and failing to compare themselves accurately against their peers. APRA deputy chair Helen Rowell said that many superannuation funds are overlooking ... |
| | | | The global manager has launched an Australian vehicle for its $13.5 billion flagship quality-focussed global equities strategy. The new trust will be open to local wholesale investors. It draws upon the GMO Quality Strategy, which has been running since ... |
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