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Showing 1 - 10 of 14 results for "SPIVA Scorecard"

Active equity managers underwhelm in 2025: SPIVA

KARREN VERGARA | TUESDAY, 17 MAR 2026

... 2025 was ripe for stock picking and active fund managers thanks to dispersion widening, according to the latest SPIVA Scorecard, the majority still failed to beat the benchmark. Australian active managers' performance in 2025 proved to be "underwhelming," ...

Fewer global equity managers underperform: SPIVA

KARREN VERGARA | TUESDAY, 9 SEP 2025

... become largely upward-sloping, and credit spreads failed to tighten further from their already narrow levels," the SPIVA Scorecard said. "These trends together meant that bond managers might have to work harder or change gears to achieve outperformance ...

Sliver of Aussie global equity managers beat index: SPIVA

KARREN VERGARA | TUESDAY, 25 MAR 2025

... equity fund managers outperformed the benchmark, making 2024 one of the worst years for performance, the latest SPIVA Scorecard shows. Last year saw 85% of active global equity funds struggle to keep pace over the one-year period - the second-highest ...

Global equity, AREIT managers biggest underperformers: S&P Dow Jones

KARREN VERGARA | TUESDAY, 29 OCT 2024

... 10 and 15 years, 75% and 71% underperformed respectively. The results echo the world stage in S&P's latest SPIVA Scorecard where most global equity funds domiciled in the US, Europe, Japan, and Canada underperformed the S&P World Index at rates falling ...

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 ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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