Articles tagged with 'MJW'
MJW KiwiSaver survey reveals balanced and growth fund overlaps
26 January 2021 - A survey by MJW Investments looking at the performance of KiwiSaver funds over the last ten years reveals a large overlap between balanced and growth funds.
New Zealand death rates low, despite Covid-19
12 November 2020 - Actuary firm provides interesting data around the death rates, but this doesn’t seem to be affecting claims . . . yet
New Zealand equities managers outperformed in market recovery: MJW
19 July 2020 - Investors could be forgiven for finding the market returns of the June quarter hard to believe, actuaries MJW say.
Scrutiny will go on fund managers' strategies, MJW says
23 April 2020 - New Zealand managers have outperformed the markets during the Covid-19 disruption, in contrast to the experience of their international counterparts, actuaries MJW say.
Weaker markets may make fees harder sell
24 January 2020 - It may become harder for fund managers and advisers to justify their fees if markets aren’t delivering the hot returns of the past few years, MJW says.
FMA: Time to show what KiwiSaver members get for fees
10 October 2019 - KiwiSaver providers can expect pressure to show what value they're giving members, after an analysis prepared for the Financial Markets Authority showed they charge higher fees than comparable British funds.
Investors want protection, but how?
30 July 2019 - Investors want protection from market volatility – but all the options to achieve it are being described as “pretty unpalatable”.
Yield inversion not necessarily omen of recession
23 April 2019 - Investors and advisers are being told not to read too much into an inverted bond yield curve.
Tough quarter for investors, fund managers
22 January 2019 - Recent market volatility is an opportune time for investors to re-examine their portfolios, especially with respect to their risk appetite, actuarial firm MJW says.
Managers not adding value picking asset classes
8 October 2018 - If you back active management of your equity portfolio, you probably expect that you can also add value by tweaking the asset classes you're invested in. But new research raises questions.
'Business as usual' despite correction fears
22 January 2018 - Fund managers are being told a shift to alternative assets could be a good move if they expect a downturn in 2018.
The Wrap: Bill gets yes, PAA gets no
8 December 2017 - We weren’t sure it was going to happen this side of the new year but this week the Financial Services Legislation Amendment Bill had its first reading in Parliament.
KiwiSaver: Next crunch could be tougher
27 October 2017 - KiwiSaver members shrugged off the only real downturn they have experienced because government incentives covered up its impact – but next time will not be so easy, new analysis suggests.
Some active managers delivering little for fee: Report
11 August 2017 - Some New Zealand active equity managers are running investments only 27% different from the index, a new report has found.
Mark Weaver has died
12 June 2017 - Actuary Mark Weaver has died after a short fight with cancer.
MJW makes statements available
17 February 2017 - Actuarial firm MJW has compiled a library of financial statements for all New Zealand insurers. It categorises them by license status and sector. MJW said...
Fixed income losses painful
23 January 2017 - The latest MJW Investment survey for the 2016 December quarter offers a stark contrast to what many investors will have grown accustomed to.
KiwiSaver risk reward just 2.1%
20 October 2016 - KiwiSaver members in conservative funds have received returns just 2.1% per year less than those who took on extra risk in a growth fund over the past eight years.
Weaver leaves MJW
29 August 2016 - Actuary Mark Weaver is moving on from the firm that holds his name.
MJW fallout unexpected
11 March 2016 - One of the actuaries who prepared a controversial report into insurance commissions says he was surprised by the industry fallout from it.
Industry can't fix itself: MJW
3 March 2016 - Melville Jessup Weaver (MJW) says the fallout from its report into life insurance commissions shows that the industry cannot be left to find its own answer to its problems.
Advisers told: Don't gamble on forex
1 February 2016 - Advisers are getting caught up in clients' hopes of making money trading forex and may be missing out on returns as a result, it has been claimed.
