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Showing 951 - 960 of 6727 results for "Benchmark"

New tool launches to help FASEA code compliance

ELIZABETH MCARTHUR  |  MONDAY, 2 DEC 2019
With less than 20 business days until the Financial Adviser Standards and Ethics Authority Code of Ethics comes into effect, some businesses are seeing opportunity. One such organisation is MyNextAdvice, which has launched a solution to help licensees ...

Westpac gives investors an out

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
... effort to "strengthen its balance sheet" and enable "the creation of a larger buffer than APRA's CET1 capital ratio benchmark of 10.5%." Separately, ANZ has moved to quell fears it may be the next big bank in AUSTRAC's sights, releasing a statement which ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
Fund managers of active fixed income strategies are rethinking their pricing as financial advisers and institutional investors drive a harder bargain in a lower-returning world, and new retail opportunities beckon. Several fixed interest giants, including ...

Pendal Group yanks equities mandate

KANIKA SOOD  |  TUESDAY, 26 NOV 2019
... three years ago and now leads a team of five investors. "Given the current environment we believe Pendal's concentrated, benchmark agnostic approach to portfolio construction is likely to deliver an improved investment outcome for clients, to the more ...

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... retail distribution agreement with Zurich Investments. The Celeste Funds Management's fund had outperformed the benchmark S&P/ASX Small Ords Accumulation Index by 6.1% net of fees since inception more than 21 years ago to July this year.

AFA calls out FASEA chief inconsistency

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... Estimates hearing, including: "We've recognised [financial advisers'] continuing professional development where you can benchmark it at bachelor level or higher." In response, Anderson has said: "Neither the Professional Standards for Financial Advisers ...

FSC, ISA face off over APRA heat map

HARRISON WORLEY  |  MONDAY, 18 NOV 2019
... far more complex, and in some cases problematic," Loane said. "For example, the reference portfolio used by APRA to benchmark returns appears simplistic, and it is unclear whether the level of risk adjustment is appropriate. "We are also concerned that ...

No pat on the back for high performers: APRA

HARRISON WORLEY  |  FRIDAY, 15 NOV 2019
... means for demonstrating high performance across any of the system's metrics. If a fund performs above the relevant benchmark in a specific area, the colour of its performance will be white, with yellow indicating underperformance and red indicating ...

Morningstar now an ETF issuer

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... Morningstar International Shares (Hedged) Fund which has a minimum investment size of $10,000. The fund has beat its benchmark MSCI All Country World ex-Australia Index with Net Dividends Reinvested (Hedged into $AUD) since inception, and in recent periods. ...

Managed funds fail to perform: Report

ELIZA BAVIN  |  FRIDAY, 8 NOV 2019
... returned 13.4% for the year while the S&P ASX200 A-REIT Index returned 19.3%. Almost 90% of funds underperformed this benchmark." The Australian equities large cap sector also failed to perform, with only ten of 93 funds outperforming the benchmark index ...