ACTIVE

Funds management

While most of the top-performing ethical/sustainable global equity funds since the start of 2020 were active funds, almost half failed to make a return, according to data...

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Funds management

Almost 70% of Australian active funds and 62% of global active funds have exceeded passive funds in returns, according to Activus Investment Advisors....

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Funds management

Exchange traded funds have outperformed their active counterparts when it comes to European funds over the past year, according to data....

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Expert Analysis

Stuart Fechner writes that the benefits of passive versus active investing depend on the objectives and purposes of the investor, and advisers can help clients work out w...

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Funds management

Active funds have outperformed funds tracking the ASX 200 in the Australian equity sector over the last 10 years, according to data from FE Analytics....

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Funds management

Active exchange-traded funds are expected continue to grow in popularity, according to BetaShares’ study....

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Financial planning

Advisers need to express and demonstrate the long-term benefits of paying a higher fee in return for excess returns as strong market conditions are not going to stay the...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago