ACTIVE MANAGEMENT

Funds management

The shift from active managers to ETFs is likely to persist, according to Morningstar, and active firms are unlikely to be able to regain the lost market share....

Funds management

Sebastian Mullins, head of Schroders’ new combined fixed income and multi-asset division, says the move is a way of “future-proofing” the business. ...

Funds management

Rather than taking a set-and-forget approach to credit investing, this investment specialist sheds light on why it is time for active management in the asset class....

Funds management

Some 44 per cent of top quartile bond funds in 2021 remained in the top quartile two years later, according to S&P Dow Jones research, far higher than their equity counte...

Expert Analysis

Active and passive investment strategies have been battling for investors’ attention for many years but the tough conditions in markets currently make a strong case for a...

Funds management

Two Schroders investment executives have emphasised the value of active management amid a volatile backdrop, citing the ability to move between asset classes as key to at...

Funds management

The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to ad...

Financial planning

The portfolios would give advisers access to highly-rated managed funds and ETFs across a suite of six risk profiles. ...

Expert Analysis

As investment management firms seek to differentiate themselves to attract clients, Julian Morrison explores what steps firms can take to stop the flood of clients to pas...

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Funds management

K2 Asset Management has undergone a significant restructuring process following a downturn in assets under management which it says will see the firm stay solvent for the...

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Expert Analysis

As we commence the 2020s, investors need to adjust to a lower yield landscape and understand which investments can help to deliver them positive returns, writes Yoram Lus...

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Funds management

2019 was a strong year for equities, but according to a T. Rowe Price portfolio manager that momentum won’t always last, so fundamentals and stock selection will be impor...

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Tech

Although machine learning can have a practical application in the funds management world, it won’t be sufficient without a human support element....

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Features

Anastasia Santoreneos asks whether, as responsible investing proves to be more than just a fad, investors should be opting to divest from troublesome companies or remain ...

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Features

While the extended bull market saw a rise in investors’ interest in exchange-traded funds, Anastasia Santoreneos writes that perhaps 2019 will see the pendulum swing back...

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MARKET INSIGHTS

Adnan

It is fascinating to see that this year - 2 funds (Mine Super & CFS FirstChoice Employer Super) which failed APRA Perfor...

1 day 17 hours ago
Mitch VB

Thanks for providing us even more work in educating clients on the growth/ defensive splits of all these "top" performer...

1 day 17 hours ago
JohnM

Why would you do that for? It would be a case of the same circus, different clowns....

1 day 23 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

1 week 1 day ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks 4 days ago

ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate....

1 week 4 days ago