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Showing 1031 - 1040 of 1707 results for "Asset Allocation"

Family offices returned 9% in 2013

MARK SMITH  |  FRIDAY, 26 SEP 2014
... environmental, social, and corporate governance issues were not prevalent in family offices but did have an impact on asset allocation. Family offices that considered these governance issues when choosing investments were least likely to underperform. ...

ASIC bans former Synchron adviser

STAFF WRITER  |  TUESDAY, 23 SEP 2014
... failed to adequately disclose to clients why the asset portfolio implemented for the clients departed from the asset allocation set out in the SOAs. ASIC deputy chairman Peter Kell said: "'Mr Irwin's conduct demonstrates a clear failure of his obligation ...

Former PwC exec joins Towers Watson

JAMES FERNYHOUGH  |  MONDAY, 22 SEP 2014
... He'll be responsible for advising our institutional clients on a range of investment matters, including strategic asset allocation, portfolio construction and investment manager selection. "Paul's appointment is a continuing reflection of the depth and ...

Sunsuper expands investment team

JAMES FERNYHOUGH  |  THURSDAY, 18 SEP 2014
Industry superannuation fund Sunsuper has expanded its investment team with two appointments in asset allocation strategy and listed equities. Former NAB FX strategist Alastair Sloan will take on the role of dynamic asset allocation manager and will ...

ANZ Swiss partnership attracts $1bn from private clients

LAURA MILLAN  |  THURSDAY, 18 SEP 2014
... executive Joyce Phillips said. "They [Vontobel] sit in our investment council, they help us with our thinking on asset allocation and they bring a custom basket of international equities to our discretionary account," Phillips said at the Bloomberg Summit. ...

Volatility fund gets first ratings, platform listings

LAURA MILLAN  |  FRIDAY, 12 SEP 2014
... ratings house said. Ho described the fund as an "antistock" and said it can fit within the 10% or 15% alternative asset allocation in a retail investor's portfolio. The fund also received an AA rating from van Eyk.

SMSF collapses imminent in hunt for yield

ALICE URIBE  |  THURSDAY, 11 SEP 2014
... including fund managers, to educate SMSF trustees and investors. He described SMSF trustees' current understanding of asset allocation as "sub-optimal." "In a world where investors have greater access, awareness needs to increase. Financial advisers ...

Wealthy investors bullish thanks to advice

MARK SMITH  |  THURSDAY, 11 SEP 2014
... seeing an overall slowdown in demand for Australian and international shares, we continue to see desire for an asset allocation less heavily skewed to Australian equities with advised and high net worth investors leading the charge," finished Mowll.

Super fees drop as fund war rolls on

LAURA MILLAN  |  MONDAY, 8 SEP 2014
... outperforming." ANZ's Smart Choice Super has predominantly an index component and uses active management to determine the asset allocation. "In the Australian market there is not a lot of extra alpha and more money can be made by actively managing the ...

Sixteen Aussie funds make top 300 pension funds list

JAMES FERNYHOUGH  |  THURSDAY, 4 SEP 2014
... the continued demise of defined benefits schemes, with 66.7% of funds being DB compared to 68.5% in 2012. The asset allocation of the top 20 funds revealed an overwhelmingly defensive strategy, reflecting the continued though diminishing dominance of ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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