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Showing 791 - 800 of 7220 results for "Record"

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
According to the latest figures, there is now about $195 billion held in managed accounts - up $33 billion in the six months to December end. The IMAP Census of Managed Accounts FUM shows the total grew by some 20.47% in the six-month period to hit ...

Female fund managers boast 1.2% alpha

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... Australian equities fund has outperformed both index and category peers, positively adding to the strong historical track record, Morningstar said. "The fund's performance is commendable through nearly every rolling period, noting second- and top-quartile ...

Baby boomers turn to local private debt: Research

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... Australian Debt Megatrends, stated that local private debt is the perfect retirement-age asset class due to its excellent track record in downside protection. The asset class is also said to pay monthly or quarterly income and greatly mitigate sequencing ...

Growthpoint recruits new chief executive

ANDREW MCKEAN  |  WEDNESDAY, 6 MAR 2024
... process and believes Ross has outstanding leadership qualities and strategic capabilities, along with an exemplary track record in the Australian REIT and funds management sectors," he said. Fay also thanked Collyer for his leadership of Growthpoint ...

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... indexed funds being used in client portfolios, and most advisers will say: 'Unless you can demonstrate a long-term track record of outperforming an index, we will use an index'." Weingarth also highlighted the rise of alternative assets in a client's ...

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
The long-serving head of equities research at Morningstar has reflected on six decades in financial services in a final analyst note. Peter Warnes has been with Morningstar since 2006, however his career began long before - nabbing a role with the Bank ...

Low investor demand sees equities funds wound up

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
An Australian equities fund from a global manager and an emerging markets equities offering from a local boutique will both be terminated. Both T. Rowe Price and Paradice Investment Management are shuttering funds, citing investors' best interests. ...

Best default super funds revealed

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
Superannuation research shows that retail funds dominated in the 12 months to January end. League tables show Vanguard Super's default lifecycle investment option bested competitors for the year ending 31 January 2024. According to Rainmaker Information ...

Blackwattle Partners launches global fund

CHLOE WALKER  |  MONDAY, 4 MAR 2024
... classes approach us," Skinner revealed. "We soon came across Sunny, who we knew. He brought an excellent pedigree track record, and we knew we could build a team around him. "Given the current market opportunities and the performance of incumbent managers ...

Platinum plans turnaround, FUM dwindles

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
Platinum Investment Management unveiled its turnaround strategy as funds under management (FUM) continue to suffer institutional investor outflows and negative returns. The fund manager said its immediate priorities in the next few months is to cut ...