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Showing 111 - 120 of 1528 results for "Asset allocation"

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... advice fee. The report supported its claim by developing a value of advice formula that weighted, appropriate asset allocation, behavioural coaching, choices and trade-offs, expertise, and tax planning. "There is research that suggests that asset allocation ...

Advisory group appoints head of investment strategy

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... committee and our commitment to experienced professionals and best practice regarding investment management and asset allocation as custodians of our client's funds." "Leveraging off Marc's extensive international experience in investment and business ...

Aura Group launches multi-asset solution

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
... "will predominantly provide an institutional framework for a multi-asset portfolio, taking an active approach to asset allocation using both quantitative and qualitative assessment." The fund targets a total net return of CPI plus 2.5% over rolling five-year ...

Retail the next frontier for private markets: Preqin

ANDREW MCKEAN  |  FRIDAY, 7 OCT 2022
... targeted private equity allocations of 6.5% which is below the global average of 7.9%. Delving deeper on big super's asset allocation plans, Preqin upended that government reforms have caused a significant shift in investor behaviour. Citing the introduction ...

First Super: Merger pressure fizzles out

ELIZABETH FRY  |  FRIDAY, 7 OCT 2022
... MySuper/default options over one year. This is confirmed by new data from Frontier Advisors which concludes that asset allocation was more influential for the investment performance of super funds than size and scale. The figures prove that a small fund ...

Equipsuper restructures investment team

ANDREW MCKEAN  |  TUESDAY, 4 OCT 2022
... Subsequently, Howard explained that diversification is at the forefront of Equip's strategy. "We believe asset allocation is the most valuable tool in our investment tool kit to effectively combat ongoing volatility in markets and ensure we deliver ...

BUSSQ sees strength in niche super

ELIZABETH FRY  |  FRIDAY, 30 SEP 2022
... it's about continuing to tweak that investment portfolio," Taylor says. "BUSSQ has traditionally had an active asset allocation and will continue to focus on getting the best returns from our fund managers and lowering the costs. "We also continue ...

Susan Buckley to leave QIC

ELIZABETH FRY  |  FRIDAY, 16 SEP 2022
... she transitions out of the business. Buckley's previous roles include head of strategy and acting head of asset allocation at NRMA Asset Management, senior vice president and head of fixed interest at BT Funds Management, fixed interest strategist ...

Continuity an increasing focus for family offices: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
... 75% of family offices rely on external investment consultants, primarily for manager selection (52%), strategic asset allocation (45%) and investment research (44%).

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
According to new data, this year could be the most challenging in recent history to retire. Natixis IM shared its annual NIM Global Retirement Index (GRI) data and report named Danger Zone and said market downfall, low rates and inflation are taking ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
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