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Showing 71 - 80 of 338 results for "Thematic"

UniSuper offers plenty to like, says Morningstar

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
... strategic investment partners for input," Morningstar said. "Pearce continues to be a major influence on asset allocation and thematic ideas, but the promotion of Nick Footner to head of asset allocation is expected to bolster oversight of the portfolios..." ...

APRA questioned on super performance test

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... superannuation trustees are supporting members entering or approaching retirement. "Our follow up work to the 2023 joint APRA/ASIC thematic review into trustees' progress against the retirement income covenant indicates some advancements are being made ...

Global X launches latest global equity ETF

MATTHEW WAI  |  THURSDAY, 26 SEP 2024
... Global X; the list includes products in core, thematics, commodities, income, and cryptocurrency. Director of factors and thematic indices at S&P Dow Jones Indices Jason Ye said: "In recent years, an index-based growth at a reasonable price approach ...

Global X's best three ideas for portfolio construction

ANDREW MCKEAN  |  FRIDAY, 6 SEP 2024
... growing addressable markets, essentially serving as a growth component in an investor's portfolio. Hitzeman explained that thematic investing can be visualised on an S curve, where more emergent, nascent themes, such as hydrogen, are positioned at the ...

MA Financial eyes growth with Warburg Pincus, Flexicommercial

MATTHEW WAI  |  THURSDAY, 22 AUG 2024
MA Financial has announced two new agreements - with each deal worth up to $1 billion - to expand its real estate investment options for institutional investors, including introducing an Australian-first program. A collaboration with Warburg Pincus ...

Macquarie AM splurges on data centre

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
Macquarie Asset Management (MAM) will splurge US$530 million on a Korean data centre company. MAM via its Macquarie Korea Infrastructure Fund (MKIF) agreed to acquire the Hanam Data Centre, a data centre with a total capacity of 40 megawatts and a target ...

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
... single word of what's to come for the Australian ETF market, it would be 'choice' - more choice of fund managers, more thematic ETFs, more active strategies, and more alternative assets such as cryptocurrencies. There's lots of innovation taking place ...

Channel Capital, Arnott Capital set up strategic partnership

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... delivered an annualised return of 19.81% after fees and expenses. The fund adopts an absolute return strategy, focusing on thematic investment opportunities with an equity bias. It aims to deliver above average returns with below average drawdowns by ...

Retirement Income Covenant still weak: APRA, ASIC

KARREN VERGARA  |  TUESDAY, 2 JUL 2024
... success of their strategies, especially as this was highlighted as one of the key areas in need of improvement in the thematic review report. "Without effective success metrics, how can trustees know that their strategies are working? Members deserve ...

APRA: RSE licensees show 'common areas of weakness'

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
... a letter to all registrable superannuation entity (RSE) licensees sharing the initial observations from its targeted thematic review of the superannuation industry's preparedness for Prudential Standard CPS 190 Recovery and Exit Planning (CPS 190). ...