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Showing 1 - 10 of 43 results for "Parametric"

Rest expands sustainability mandate

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... entire Australian equity portfolio. Earlier this year, Rest enlisted the help of Calvert Research and Management and Parametric Portfolio Associates LLC (both of which are part of Morgan Stanley Investment Management) to implement ethical and sustainable ...

Don't forget the 'S' in ESG

CHLOE WALKER  |  WEDNESDAY, 15 JUN 2022
... to extrapolate that there's a symmetry in social performance and economics." Drawing on her experiences in the US, Parametric managing director, investment strategy Jennifer Sireklove concurred with Traill's sentiment, however noted that there are also ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... JPMorgan Chase. In late 2020, Morgan Stanley acquired asset manager Eaton Vance mainly for its direct indexing subsidiary Parametric, while BlackRock acquired Aperio, a leading provider of personalised index equity solutions. Hot on their trail, Vanguard ...

Rest awards responsible investment mandate

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
... Rest, has awarded an investment mandate for its ethical investment option. The fund awarded an enhanced ESG mandate to Parametric and Calvert. The mandate is designed to provide further diversification to Rest's Sustainable Growth ethical investment ...

YFYS could dampen ESG adoption: Research

KARREN VERGARA  |  MONDAY, 17 JAN 2022
... Future, Your Super reforms could potentially threaten the adoption of sustainable investing strategies, new research from Parametric shows. Parametric's analysis focused on super fund portfolio tracking error, which is a key driver of YFYS performance ...

First YFYS performance test results weeks away

KANIKA SOOD  |  MONDAY, 2 AUG 2021
... funds have a 10-15% chance of failing the new performance test in any eight-year period based on hypothetical examples. Parametric has predicted 20% of the funds will likely fail the test in any given year and there's a probability of about two-thirds ...

Funds will fail YFYS test multiple times: Parametric

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUL 2021
... performance test in any given year, with a strong likelihood they'll fail again in the years to follow. According to Parametric modelling, up to 20% of super funds will likely fail the performance test in any given year and there's a probability of about ...

Parametric names new research lead

KARREN VERGARA  |  MONDAY, 1 FEB 2021
Parametric has announced the appointment of its new local manager of research and strategy, a position held by Raewyn Williams for seven years. Whitlam Zhang takes on the role of manager of research and strategy for Australia and New Zealand, based ...

Morgan Stanley to acquire Eaton Vance

JAMIE WILLIAMSON  |  FRIDAY, 9 OCT 2020
... leader in key secular growth areas, including in individual separate accounts, customised investment solutions through Parametric, and responsible ESG investing through Calvert," Morgan Stanley said. "A leader in value-add fixed income solutions, Eaton ...

New platform launches for super funds

ELIZA BAVIN  |  MONDAY, 10 AUG 2020
... funds aiming to help navigate the mounting pressure to improve returns and lower investment fees, costs and taxes. Parametric announced the new platform, saying with super funds facing increased pressures it aims to offer "equity agility" as its core ...
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