Search Results | Showing 1 - 10 of 1528 results for "Asset allocation" |
| | ... 1994 Regulation 9AB.2. "In practice, this is determined by the ability of the beneficiary to alter the strategic asset allocation of a particular covered asset class," APRA said in response to super funds' most frequently asked questions on Your ... |
| | | ... acting chief investment officer. Bacchus joined the super fund in 2009 and has held various roles in the risk and asset allocation teams. Since 2014, he has led the super fund's strategic tilting programme, a mean reversion investment strategy that has ... |
| | | The Capgemini Research Institute's World Wealth Report 2024, released today, shows high-net-worth individuals (HNWIs) and their wealth hit unprecedented levels in 2023, driven by a rebound in the global economic outlook. According to the report, global ... |
| | | ... "The interactive account snapshot provides a high-level client overview including portfolio value, performance, asset allocation and account movements, allowing advisers to drill down into the information they need on-screen and have custom-made readily ... |
| | | ... which is not far off equities which have been about 12%." Kruth said there is still a place for real estate in asset allocation and believes returns should go back to their historic levels. "If we believe that supply is modest, inflation is coming down ... |
| | | Geopolitical risks are dictating how family offices in the Asia Pacific invest as more intend to shift asset allocations to their home regions, according to UBS. Family offices surveyed in the UBS Global Family Office Report across the Asia Pacific ... |
| | | ... 25% in 2022. In 2024, they plan to lift this allocation to 26%. Aside from fixed income, the biggest change in asset allocation for family offices was seen in real estate. The average allocation to real estate dropped to 10% in 2023 from 13% in 2022 ... |
| | | ... Hired three years ago, Cbus head of total portfolio management Mark Ferguson has departed. hE was responsible for asset allocation, capital markets and portfolio execution, and quantitative solutions teams. His appointment was part of the superannuation ... |
| | | ... option." The Conservative option aims for net returns of CPI+0.5% per annum over three-year rolling periods. Its asset allocation is split across mainly in international bonds hedged (28%), Australian bonds (31%), and Australian shares (8%). The new ... |
| | | ... respect to investment performance and fees, it tends to focus on the investment implementation of the strategic asset allocation (SAA) aspect as opposed to the suitability of the SAA itself. It is also benchmark or indices focused. "This leads more funds ... |
|