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Showing 71 - 80 of 190 results for "Mutual funds"

Instos demanding ESG metrics

MARK SMITH  |  TUESDAY, 9 AUG 2016
... own sustainability ratings of listed companies to help advisers and other fund selectors understand the ESG tilt of mutual funds. Through a partnership with Sustainalytics, a score of 0-100 is applied to every fund based on the sustainability profile ...

Chinese and Dutch investment giants explore long-term alliance

ALEX BURKE  |  TUESDAY, 28 JUN 2016
... E Fund Management, meanwhile, provides active equity, index, fixed income and diversified strategies for Chinese mutual funds and manages over $181 billion in assets. The goal of the alliance, in E Fund's words, would be to "leverage on each other's ...

MSCI delays China A shares inclusion in indices

MARK SMITH  |  FRIDAY, 17 JUN 2016
... monthly repatriation limit remains a significant hurdle for investors that may be faced with redemptions such as mutual funds and must be satisfactorily addressed. The local exchanges' pre-approval restrictions on launching financial products remain ...

US mulls borrowing limit on leveraged ETFs

MARK SMITH  |  WEDNESDAY, 8 JUN 2016
... regulator, the Securities and Exchange Commission (SEC), is considering introducing measures to restrict how much mutual funds can invest in leveraged exchange traded funds (ETFs). The product type gives investors geared exposure to a given index. The ...

Competitive forces driving US pension fees down

MARK SMITH  |  WEDNESDAY, 18 MAY 2016
... investment-consulting firm Callan Associates Inc. said they were likely to move money into less-expensive share classes of mutual funds on their plan menus. Meanwhile, about a third said they planned to renegotiate administrative fees, while 14% said ...

Australia, a tough nut to crack

ALEX DUNNIN  |  THURSDAY, 7 APR 2016
... Australian presence. They warned that while Australia's superannuation market is already $2 trillion and that its mutual funds market is "arguably among the most highly developed in the Asian region, the challenge that foreign asset managers face in ...

ETF businesses bullish on growth prospects

MARK SMITH  |  THURSDAY, 17 DEC 2015
... inflows of more than 20%. Continuing gains in market share from both traditional active asset managers and passive mutual funds, increasing ETF allocations from institutional investors, and innovative product development were found to be the key drivers ...

Target date funds just 3% US retirement assets

ALEX DUNNIN  |  MONDAY, 9 NOV 2015
... Investment Company Institute (ICI), lifecycle investment funds, referred to under the broader category of 'target date' mutual funds', amounted to US$761 billion at end June 2015, up 12% over the previous 12 months. This growth is high in relative terms ...

PROFILE: Magellan chief investment officer Hamish Douglass

MARK SMITH  |  WEDNESDAY, 9 SEP 2015
... because we couldn't give away our holdings every day. We've agreed to the disclosure regime that is in place for retail mutual funds in the US. Every quarter we release our full portfolio with a delay of no more than two months." Douglass says that the ...

Failure to monitor ESG may breach fiduciary duty

LAURA MILLAN  |  FRIDAY, 4 SEP 2015
... Edison International defined contribution pension plan "acted imprudently by offering six higher priced retail-class mutual funds as plan investments when materially identical lower priced institutional-class mutual funds were available." The court ruling ...