Ways to avoid the increasing S&P 500 concentration
Concerns about the increasing concentration within the US benchmark have investors looking for alternatives to S&P 500 index funds.
Betashares executive director Hugh Stevens says his company’s S&P 500 Index Equal Weight Exchange-Traded Fund (ETF) is one way a retail investor seeking exposure to US stocks can solve the increasing concentration of the market-weighted benchmark S&P 500.
The equal weight index that the ETF tracks has a history dating back to 1970, although the Betashares ETF was only launched in December ...MORE»
KiwiSaver providers hope for political accordTuesday, January 20th, 5:14PM
KiwiSaver providers are hoping this is the year that politicians can work together on a better future for the retirement savings scheme. |
Should KiwiSaver be compulsory?Tuesday, January 20th, 6:17AM 2 comments
KiwiSaver providers are divided on whether it is appropriate for the scheme to be made compulsory. MORE» |
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Is New Zealand’s managed fund structure costing investors?
A new fund manager says New Zealand investors are getting a raw deal from managed funds that are being incentivised to mirror indexes, even when they claim to be actively managed.
Jack Drury, who is in the process of establishing Seapoint Capital as a private investment partnership for wholesale investors, expects to be operational next month.
But he recently posted on his Substack his concerns about KiwiSaver and manged funds in New Zealand.
He said returns from the the providers that dominate the KiwiSaver space are lagging behind the S&P500 and MCSI World Index over ...MORE»
Outlook for 2026: Not Pear-Shaped but K-shapedThursday, January 15th, 6:21PM
After a buoyant 2025, what does 2026 have in store for the economy and markets? MORE» |
Partners Life grabs Chubb's COOThursday, January 15th, 11:34AM
Chubb's chief operating officer moves to competitor Partners Life. MORE» |
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News Bites
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Castlepoint funds take unexpected hit
Two of Castlepoint's funds have taken an unexpected hit following accounting irregularities in one of their long term holdings, Corporate Travel Management (CTD). MORE»
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GoodReturns TV
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Fisher Funds moves to woo advisers back
After years of neglecting the adviser market, the investment manager is going on the charm offensive. MORE»
Outlook for 2026: Not Pear-Shaped but K-shaped
After a buoyant 2025, what does 2026 have in store for the economy and markets? MORE»
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ICIB Brokerweb picks up Chch-based advice firm
ICIB scales up; Christchurch-based Chris Boon scales down. MORE»
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TMM Online
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From Programme to Practice: Making Transformation Part of Who We Are
In today’s fast-moving financial landscape, embracing transformation isn’t optional—it’s essential. For advisers, the benefits are clear: more time with clients, less time on admin, and smarter tools that support better conversations and outcomes. MORE»
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Enva Financial appoints General Manager
Enva Financial has appointed Richard Clarke as its General Manager. MORE»
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KiwiSaver providers hope for political accord
KiwiSaver providers are hoping this is the year that politicians can work together on a better future for the retirement savings scheme. It is shaping up to be an election issue. MORE»
