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Showing 1 - 10 of 261 results for "Benchmarking"

Vanguard backs current performance test

ANDREW MCKEAN  |  FRIDAY, 19 APR 2024
... administer. Introducing additional complexity such as risk-adjusted or absolute measures is unlikely to enhance the benchmarking approach," Dix said. She also noted the importance of continuing to include fees in the performance test because of its impact ...

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... and attribution capabilities, detailed analytics for investment performance, compliance and regulatory support, and benchmarking. "The partnership with Ortec Finance has delivered the performance and attribution reporting we require via a robust, low-risk ...

Government consults on options to improve performance test

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... strategy execution without considering strategic decision-making or risk management. Moreover, the difficulty in benchmarking unlisted assets and the lack of consensus on appropriate indices for these assets, alongside the encouragement of passive benchmark ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
Investment Trends 2023 Platform Benchmarking Report has positioned HUB24 as the best full-function platform, narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients ...

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... clients. "This is why one of the first events we'll be launching through CFS 10X will give advisers access to peer benchmarking, insights and solutions from an industry-wide research study into practice management and productivity," he said. In partnership ...

Private equity, venture capital outperform listed assets: Research

CHLOE WALKER  |  FRIDAY, 24 NOV 2023
... Ordinaries Index in the last decade. According to the Australian Investment Council's latest Private capital benchmarking research report, $35.9 billion has been distributed to PE and VC investors from 1997 to June 2023. The report, conducted by ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2023
... intending to take their retirement savings elsewhere. That's according to the latest CSBA FEAL Superannuation CX Benchmarking report, which surveyed more than 7200 members from 100 different super funds. It's also an improvement on the report's ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... some have thrived amidst major industry reforms and a tough macroeconomic environment. The 2023 Financial advice benchmarking report defines a high-performing firm as one that generates a profit margin of 56% (before owner salaries) compared to 44% in ...

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
... Inc. "Working with our international teams, Mark will be able to leverage our global reach in data, research and benchmarking to better serve our institutional clients," Bryant added. On his appointment, Hoven commented: "I look forward to helping the ...

Australian Retirement Trust hires Tim Unger

ELIZABETH FRY  |  FRIDAY, 8 SEP 2023
... at Sustaino Metric as its ESG research lead. Earlier, she was part of Evalueserve's offshore ESG research and benchmarking team with a major sustainability index provider. Just yesterday ART announced its chief executive, Bernard Reilly, will depart ...
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