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Showing 1 - 10 of 10 results for "SPIVA Scorecard"

Active fund managers historically underperform: SPIVA

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2023
... managed Australian equity funds are underperforming in the short term and across every time horizon, the latest SPIVA Scorecard reveals. Nearly 79% of active fund managers focused on Aussie equities underperformed the S&P/ASX 200 benchmark in 2022. Over ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
... that, despite market volatility, fund managers aren't taking an active approach. "By way of example, the June 2022 SPIVA scorecard by S&P Dow Jones revealed 31.8% of Australian equity mid and small cap funds beat their benchmark indices in the six months. ...

A solution to active fund underperformance

ANDREW MCKEAN  |  FRIDAY, 12 AUG 2022
... invest in active funds, saying underperformance by active managers is not a recent phenomenon. According to the SPIVA scorecard produced by the S&P Dow Jones Indices, over the last 15 years almost 84% of actively managed Australian equity general funds ...

Active manager performance slumps: SPIVA

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... out the performance gains of active fund managers against their respective benchmarks, according to the latest SPIVA scorecard. S&P Dow Jones Indices' SPIVA scorecard, touted as the "de facto scorekeeper of the ongoing active versus passive debate" ...

REITs the saving grace on SPIVA scorecard

KANIKA SOOD  |  WEDNESDAY, 14 MAR 2018
... active fund performance for 16 years, often sparking active versus passive debate with its reports. Last year's SPIVA scorecard showed that in 2016 Australian active funds lagged behind benchmarks for the first time since 2009.

SPIVA again scores active versus passive debate

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
The widely-used SPIVA scorecard, prepared semi-annually by S&P Dow Jones Indices, once again suggests the majority of Australian active managers underperformed their respective benchmarks over the 12 months to 30 June 2017. Describing itself as the ...

Setting the active record straight

ALEX BURKE  |  MONDAY, 18 SEP 2017
The overall performance of the active management industry is clouded by some well-known and widely-used benchmarks, according to Ariel Investments president Mellody Hobson. Speaking to Financial Standard at the Australian Institute of Superannuation ...

Majority of active managers underperforming: S&P

ALEX BURKE  |  THURSDAY, 6 OCT 2016
... vast majority of market participants falling somewhere in between. "Since its first publication 14 years ago, the SPIVA Scorecard has served as the de facto scorekeeper of the active versus passive debate. Over the years, we have heard passionate arguments ...

SPIVA report paints sad picture for active management

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
... with the vast majority of investors falling somewhere in between. "Since its first publication 14 years ago, the SPIVA Scorecard has served as the de facto scorekeeper of the active versus passive debate. For more than a decade, we have heard passionate ...

Active managed fund returns worsen against indices

MARK SMITH  |  THURSDAY, 9 APR 2015
... tracks the performance of actively managed funds in Australia against their relevant S&P DJI benchmarks. The latest SPIVA Scorecard looks at performance data to 31 December 2014. In 2014, the majority of funds in all categories, except Australian small-cap ...
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