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Showing 71 - 80 of 350 results for "Active manager"

J.P. Morgan readies evergreen solution for wholesale market

ANDREW MCKEAN  |  MONDAY, 13 NOV 2023
... market, following its entry in November last year. "I think for us as a firm, we're very focused on being a clear active manager, not blending passive with active capabilities; we concentrate on our core competencies and double down on them," Creber ...

Active funds outperform passive strategies - sometimes

ANDREW MCKEAN  |  MONDAY, 6 NOV 2023
Morningstar has revealed that in sectors such as Australia mid/small blend and local large value equities, active funds demonstrate superiority, while passive funds remain dominant in markets with representative indexes. According to the research house's ...

The ugly truth: Unattractive fund managers are investment darlings

ANDREW MCKEAN  |  TUESDAY, 17 OCT 2023
According to a study by Shanghai Jiao Tong University, having a face only a mother could love pays off in funds management, as unattractive fundies outperform their good-looking peers. In the first economics study to employ a deep learning model to ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
Financial advisers are increasingly incorporating smart beta ETFs in clients' investment portfolios, a survey shows. According to the latest VanEck Smart Beta Survey, over 80% of financial professionals plan to maintain or increase their smart beta ...

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
State Street says global small cap companies have consistently bested their Australian counterparts, offering higher annual returns and lower volatility. The US$3.6 trillion asset manager noted that the MSCI World Small Caps Index has yielded an 8.39% ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
In the first half of 2023, 55% of Australian equity funds underperformed the S&P/ASX 200 index, according to the S&P Global SPIVA Australia Scorecard. But the S&P Global SPIVA Australia Scorecard - which measures the performance of actively managed ...

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
Natixis Investment Managers has expanded its Australian Financial Services Licence (AFSL) to target retail clients, affording broader access to strategies from its collective of global investment managers. Natixis IM country head of Australia and New ...

Australian ETF industry crosses $150bn milestone

ANDREW MCKEAN  |  THURSDAY, 13 JUL 2023
The ETF industry in Australia has surpassed $150 billion in funds under management, bolstered by net inflows of $4.8 billion since the start of 2023. Betashares chief executive Alex Vynokur highlighted that ETF adoption among Australian investors is ...

Asset managers ride the storm: Research

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
While recent volatility has undoubtedly rattled the investment management landscape, it hasn't deterred asset managers from their future plans, according to a recent global study. The study, conducted by Coalition Greenwich in partnership with Northern ...

Magellan FUM continues backwards slide

CHLOE WALKER  |  WEDNESDAY, 5 APR 2023
Magellan Financial Group has taken yet another hit to its funds under management, falling $2.2 billion to $43.2 billion during the month of March. Magellan saw net outflows of $3.9 billion, which included net retail outflows of $0.5 billion and net ...