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Showing 81 - 90 of 1521 results for "Asset allocation"

ESG impacts on US pension funds tested

RACHEL ALEMBAKIS  |  MONDAY, 13 FEB 2023
... by the DOL 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.

Rest welcomes super heavyweights

ELIZABETH FRY  |  FRIDAY, 10 FEB 2023
... has arrived as head of portfolio construction and research. He will play a key role in investment strategy and asset allocation capabilities. A former finance professor, Docherty has an extensive background in consultancy in financial markets and funds ...

CareSuper appoints head of equities

ELIZABETH FRY  |  FRIDAY, 3 FEB 2023
... future." Meanwhile, VFMC has promoted Amy Li to the role of assistant portfolio manager, covering strategy and asset allocation.

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... growth," he said. However, the US defined contribution savings system doesn't engage in the same breadth of asset allocation as seen in Australia. This is possibly because the principal regulating governing retirement finance in the US, ERISA, imposes ...

Don't miss out on deep value US stocks: GMO

CHLOE WALKER  |  THURSDAY, 12 JAN 2023
... value stocks are the most attractive and underrepresented group within US equities today, according to GMO's asset allocation team. While value outperformed growth by a wide margin last year, GMO stated that 2022 marked a deviation in the relative ...

Northern Trust hires from Franklin Templeton

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... Legg Mason where he held the role lead portfolio manager for core Australian equities portfolios and tactical asset allocation strategies for the past 16 years. NTAM Australasia head Bert Rebelo said the hire will expand the firm's Australian footprint. ...

AustralianSuper announces leadership shakeup

CHLOE WALKER  |  THURSDAY, 15 DEC 2022
The super fund's total portfolio management, asset allocation and research teams will be brought together into one team, under head of asset allocation Alister Barker. Barker has held senior investment positions with AustralianSuper since 2008 and ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... Morningstar's investment team is led by chief investment officer APAC Matt Wacher and is responsible for capital markets, asset allocation, portfolio construction and managed portfolio activities. Over the past decade, the manager selection team has ...

Warakirri hires from JANA

ELIZABETH FRY  |  FRIDAY, 2 DEC 2022
... year. He brings to the role more than 30 years of experience in the investment management industry, including asset allocation, portfolio construction, risk management, and superannuation member investment choice and product design. Further, he led JANA's ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... research from Investment Trends has indicated that the proportion of Aussie high-net-worths making substantial asset allocation changes to their portfolio has shrunk for the second year in a row, with just under two in five (37%) making substantial asset ...