Search ResultsShowing 1 - 10 of 41 results for "Return expectations"
Factor investing, sustainability a perfect match
ALLY SELBY  |  THURSDAY, 20 FEB 2020
... create an investment portfolio that strikes the right balance between sustainability objectives and risk and return expectations for each client," it said. "Robeco's empirical analysis shows that it is possible to improve sustainability profiles ...
Millennials not attracted to property
ALLY SELBY  |  WEDNESDAY, 29 JAN 2020
Low return expectations may be impacting first home purchases among younger Aussies, with investors turning towards equities and bonds to reap stronger returns. That's according to the latest analysis from Fidelity, which compared real (inflation-adjusted) ...
Active fixed income funds review fees
KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... income research and alternatives. "Many active fixed income managers are rebasing their fees, as the actual return expectations have come down," Sebire says. "If the yield to maturity on [government bond indices] is less than 2%, it is just not fair ...
FS Roundtable: Striking the perfect balance
KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... alternatives as yet and finds the education piece with the retail segment typically involves bringing in their return expectations in line. Seeing that a gap exists between alternatives and retail clients, Martel believes ETFs have a potential role to ...
BlackRock merges ETF, unlisted fund sales teams in EMEA
KANIKA SOOD  |  MONDAY, 21 OCT 2019
... institutionals. "A greater focus on cost, transparency and investor protections, set against a backdrop of lower return expectations and challenging legacy technology platforms, are transforming our wealth and asset management clients' investment practices ...
MLC funds tone down return expectations
KANIKA SOOD  |  WEDNESDAY, 2 OCT 2019
... by 6%, 5% and 3.5% p.a. previously. Last month, and before the RBA's Tuesday rate cut, MLC revised the return expectations to 4.5%, 3.5% and 2% per annum. "The unusually low cash rates we've been experiencing around the world for an extended ...
Time to reset member return expectations?
HARRISON WORLEY  |  FRIDAY, 6 SEP 2019
... Research house Rice Warner has openly questioned whether superannuation funds should begin resetting the return expectations of members. With difficult economic headwinds prevailing, Rice Warner is concerned superannuation funds have made a rod for their ...
Active, passive investing continues to confuse: Research
HARRISON WORLEY  |  WEDNESDAY, 24 JUL 2019
... investing, including 400 Australian investors. Natixis said the "surprising" survey results showed investor's return expectations had raised despite a challenging recent period in financial markets, however noted investors' tolerance for risk did not ...
Responsible investing rises on advice agenda
DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... "It appears many financial planners were attuned to the fragilities in the market, having realigned their return expectations downward," Peker said. Forty-four per cent of planners said they are not involved in selecting individual investments, instead ...
What worries Aussie advisers: Natixis
KANIKA SOOD  |  TUESDAY, 12 JUN 2018
... challenging", whereas 25.3% of global advisers did. Australian advisers were also more bullish when it came to return expectations, citing likely long-term performance as 6.4%, compared with 5.5% globally. Globally, 58% of advisers judged geopolitical ...
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