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Showing 91 - 100 of 1521 results for "Asset allocation"

Super assets decline despite contributions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 23 NOV 2022
... Pension payments were $40.5 billion, up 2.9%, and lump sum payments were up 12.4% at $47.7 billion. Turning to asset allocation, APRA said that of the $2.1 trillion in investments, 52.4% was in equities. This is broken down into 21.7% for Australian ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... new rule clarifies the ways in which ESG and climate change can be integrated into investment decisions like asset allocation and proxy voting by so-called ERISA funds, which are private workplace-based pension plans. The new rule change clarifies that ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... down shares and increased his exposure to government bonds. "It was just one of those times where all of the big asset allocation decisions we made really helped," he said. Switching direction? As for strategy, Miller hasn't seen much to justify ...

Super is enabling private market democratisation: PGIM

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
Superannuation funds are playing a huge role in democratising private markets, making them more accessible to retail investors, PGIM vice president, head of thematic research Shehriyar Antia told Financial Standard. "Until recently, private markets ...

YFYS manipulation leaves members worse off: ISA

ANDREW MCKEAN  |  WEDNESDAY, 16 NOV 2022
... in the lead up to the first round of performance tests, 35 MySuper products revised their historical strategic asset allocation benchmarks, with most reducing exposure to 'other' investments, while increasing exposure to cash and fixed income. The other ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
... Income Fund (1.4%). Rounding out the top performing asset classes for the period were credit (-4.9%), flexible asset allocation (-5.7%), large cap Aussie equities (-7.8%) and capital stable (-8.2%). The worst median return can be seen in small cap Australian ...

Complacency the biggest risk to retirement: Forum

CASSANDRA BALDINI  |  THURSDAY, 10 NOV 2022
... reduces the impact of sequencing risk and reasonable return helps grow capital and income." Teh also suggests asset allocation solution could be a 60/40 portfolio or equity income solutions managed actively can both also lower volatility. However, this ...

Rest extends custody mandate with State Street

CASSANDRA BALDINI  |  TUESDAY, 8 NOV 2022
... Development Investment Management Solution (IMS), to consolidate its front and middle office operations for managing asset allocation, global equities, fixed income, FX, and futures. State Street head of Australia Tim Helyar said Rest has again recognised ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... discussions around defined contribution workplace saving tend to focus on plan design and engagement but questions of asset allocation are also critical, according to a discussion summary of the most recent Jasper Forum. The Forum was led by Australian ...

Equipsuper investment chief on re-energising his team

ELIZABETH FRY  |  MONDAY, 7 NOV 2022
... promotions ensure Equipsuper can navigate an increasingly volatile market outlook. You predict a recession saying asset allocation is the most valuable tool in your investment toolkit. Are you diversifying differently from other funds? Has your investment ...