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Showing 71 - 80 of 793 results for "Investment performance"

Finance news foretells stock market volatility: Study

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
... stable and less when it was expected to be volatile. Case said this approach, utilising the news, improved investment performance, with risk-adjusted returns higher than both a traditional buy-and-hold strategy and a strategy using standard volatility ...

Old challenges push asset managers to inflection point: Citi

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... non-core functions, asset managers are freeing themselves to focus on what appears to truly differentiate: investment performance, client engagement, and with growing importance, innovation."

Investor optimism premature, fund flows in firing line

KARREN VERGARA  |  WEDNESDAY, 18 JUN 2025
... the difficulty to consistently outperform. Competition remains intense, and firms will need to improve investment performance, realign incentive structures, pursue strategic partnerships, or increase investment in distribution to defend market share," ...

Australian Ethical names head of equities

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... head of equities, effective June 13, and will play a critical role in steering the ethical manager's investment performance. He brings more than 30 years' experience across Australian financial markets, including as deputy head of equities, portfolio ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... changes underscore the continued need for wealth managers to continue to evolve their offerings. While investment performance is the primary factor investors identified when selecting their primary wealth manager, the report noted it "isn't a realistic ...

Third Link adds three underlying Aussie equity managers

MATTHEW WAI  |  MONDAY, 12 MAY 2025
... what is now a stellar line-up of investment managers. By leveraging their expertise, we aim to enhance investment performance for our investors, while continuing to support our nominated charities through the generous rebate of all management and performance ...

Future Group confirms more mergers ahead, undertakes review

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... would be better off if transferred into a larger fund. In making the decision, Equity Trustees considered "investment performance, cost efficiencies, member services, and the strategic direction of the Zurich Fund." It said that after doing so, it was ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... found that half the participants cite investment philosophy as a drawcard while the same number say that investment performance is a driving force when it comes to partnering with a managed accounts provider. The survey of 460 financial advisers also ...

AMP super and investments business see more outflows

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... executive Alexis George said. "This has been driven by our solid offer for AMP super through low fees, strong investment performance and a competitive insurance offer helping to drive retention." The wealth manager's platform business saw net cashflows ...

Nearly $9bn leaves Perpetual

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... our boutiques, we did not see any significant de-risking from clients in the period to March 31 and group investment performance was robust with 62% of strategies outperforming over three years. That said, we are mindful of the evolving macro-economic ...