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Showing 1 - 10 of 1370 results for "managed funds"

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... Australian and New Zealand fund managers." Chan has been with Morningstar for just over ten years, having also worked in managed funds research and advisory in Australia for Macquarie and Lonsec. He said Michael Malseed and Simon Scott will provide day-to-day ...

Boutiques, quant funds shine among active funds

KARREN VERGARA  |  FRIDAY, 15 MAR 2024
New boutiques and low-cost quants are among the most popular actively managed funds, bucking the trend among peers that continue to see outflows, Morningstar research finds. MQG Investment Management, Metrics Partners, Real Investment Management, and ...

Iress share price jumps on takeover rumours

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... mortgages business in the UK and recently sold the OneVue Platform Business to Praemium, while SS&C scooped up the managed funds administration business for $52 million. Shortly after Price was appointed chief in 2022, he overhauled the executive team ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... the average of 22% for the long-term period between 2007 and 2023. In the mid-to-small-cap space, 64% of actively managed funds beat the index which gained 7.8% in 2023. Meanwhile, active bond managers had an exceptional year as almost three-quarters ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... services that include superannuation, non-superannuation, and custody and administration. Last October, Iress sold its managed funds administration (MFA) business to SS&C for $52 million. Iress took over OneVue, which provided administration platforms ...

HSBC wins $23bn in admin, custody mandates

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
... all Perennial's funds and in 25 markets. "HSBC's ongoing investment has enabled Perennial to consolidate listed managed funds, unit trusts and venture capital and private asset administration into a single platform, facilitating an enhanced service experience ...

Indexed strategies to hit $1tn in two years

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... sector," he said. In the 12 months to September 30, Rainmaker found that ETFs recorded net flows of $10.8 billion. Managed funds, however, had negative net flows of $26.8 billion. State Street Global Advisors, Vanguard, and BlackRock account for 68% ...

Actively managed, ESG funds top 2023 outflows

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
Actively managed funds and ESG strategies suffered the biggest outflows in 2023 at a combined $57.7 billion. According to Calastone's Global fund flows report, actively managed strategies lost $42 billion (US$27.2bn), eclipsed by passive equity ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... declined from $1.542 trillion in 2021 to $1.293 trillion in 2022, a $249 billion gap. At the same time, the total managed funds industry dropped from $3.61 trillion in 2021 to $3.57 trillion in 2022. "As investors and financial advisers become more familiar ...

CFS Edge launches Cboe products

CHLOE WALKER  |  FRIDAY, 19 JAN 2024
... into CFS Edge, advisers and their clients will benefit from Cboe Australia's wide range of premium ETFs and quoted managed funds."
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