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Showing 81 - 90 of 794 results for "Passive"

Invesco Advisers pays $26m over false ESG claims

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
... 70% and 94% of its total assets were 'ESG integrated' when, in reality, a significant proportion of assets were held in passive ETFs that did not integrate ESG considerations. The SEC said that it also found Invesco lacked any written policies in relation ...

Major global trends impacting advisers

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... investors were committed to their long-term investment strategy (45%) and believed active managers should help them outperform passive in the current environment (61.3%). Similarly, 72.5% of advisers agreed active managers were better for specialist ...

Asset managers need to improve performance: Morningstar

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2024
... losses to ETFs and industry funds by diversifying into more niche or exotic products that are harder to replicate through passive options." The report determined that recent business wins mainly reflected flows into nontraditional asset classes like ...

Best and worst performing ETFs revealed

ELIZA BAVIN  |  MONDAY, 14 OCT 2024
... for the past decade as more everyday investors are won over by low fees and a deepening understanding that broad-based passive index tracking ETFs provide diversification and reduced risk," InvestSMART chief executive Ron Hodge said. "InvestSMART's own ...

ETF winners and losers in September

ANDREW MCKEAN  |  THURSDAY, 10 OCT 2024
... accounting for over half the month's net flows. Australian equities, however, had a quiet month, with the largest market cap passive ETF seeing an "uncharacteristic outflow." Fixed income saw mixed results, as investors sold out of short duration floating ...

Nanuk fund lists as currency hedged ETF

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... said. "The strategy's ETF quotation provides an actively managed, currency hedged version as an alternative to using passive hedged strategies." In an August investment update, the Nanuk New World Fund benefited from the performance of Medtronic ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... ETFs comes at the expense of managed funds as only 15% of advisers stick with these vehicles, down from 20% year on year. Passive strategies are the largest driver of the activity, accounting for more than 90% of ETF assets. Advisers are also steadily ...

Limiting negative gearing could add $2bn in annual revenue

ELIZA BAVIN  |  MONDAY, 30 SEP 2024
... gearing and reduce the capital gains tax discount. "The government should limit negative gearing by not allowing losses on passive investments to be written off against unrelated labour income," it said. "But losses on passive investment should still ...

Global X launches latest global equity ETF

MATTHEW WAI  |  THURSDAY, 26 SEP 2024
Global X has brought to the Australian market the first index-based 'Growth at a Reasonable Price' ETF. The Global X S&P World Ex-Australia GARP ETF (GARP) tracks the S&P World ex Australia GARP Index, holding 250 companies, and charges a management ...

Industry funds dominate ASX

ANDREW MCKEAN  |  WEDNESDAY, 25 SEP 2024
... price. This can impact asset allocation and style," the report said. Consequently, mega funds may be forced to focus on passive, enhanced index, or systematic strategies within certain listed asset classes. They may also have to cap their allocations ...