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Showing 91 - 100 of 230 results for "Strategic Asset Allocation"

Vanguard funds downgraded by Morningstar

KANIKA SOOD  |  WEDNESDAY, 5 AUG 2020
... process by Morningstar. "Vanguard wishes to make it clear that the investment process, including the strategic asset allocation process undertaken by the world class investment management group, remains unchanged since being rated by Morningstar as Gold." ...

Aussie investors unhappy with pandemic performance

ANNABELLE DICKSON  |  TUESDAY, 28 JUL 2020
... done this but plan to in the coming months. bfinance found only 25% of respondents are changing their strategic asset allocation this year with most happy with the results of actively managed strategies across asset classes. In Australia, this was much ...

QIC appoints general manager

KANIKA SOOD  |  TUESDAY, 14 JUL 2020
... alternatives program, helped develop the active asset allocation and currency models and ran several strategic asset allocation reviews. She joined towards April end. In her new role at QIC, McHugh will have primary responsibility for the Long Term Diversified ...

Rice Warner questions super return targets

HARRISON WORLEY  |  THURSDAY, 25 JUN 2020
... returns for each asset class based on expert assessments, and some allowance for additional returns from Strategic Asset Allocation, including both dynamic and tactical tilts. "These outcomes, however well calculated, are subjective (as funds use different ...

Balanced funds fundamentally flawed

ALLY SELBY  |  MONDAY, 25 MAY 2020
... fund not over-reliant upon growth risk, which can be used as an alternative asset within a broader strategic asset allocation or as a standalone medium-term absolute return investment."

Asset allocation in a post-pandemic world

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... climate, many investors with a long investment timeframe and clear goal are unlikely to change their strategic asset allocation in a significant way. "However, the market dislocation which has arisen from COVID-19 presents a number of interesting opportunities ...

Cbus ready to deploy cash

KANIKA SOOD  |  THURSDAY, 7 MAY 2020
... its March quarter returns stood at 10.54%. The fund had planned to gradually, over 2020, increase its strategic asset allocation to infrastructure and other assets it saw benefiting from lower interest rates. It had made the first part of that change ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... establish its current operating model. "Maggie has extensive experience in research team management, strategic asset allocation, portfolio construction, developing/managing model portfolios and researching investment funds and ETFs," Anderson said. "Most ...

Investment approaches in change phase

ELIZA BAVIN  |  THURSDAY, 30 APR 2020
... COVID-19 crisis may be the push superannuation funds needed as investment processes make the switch from strategic asset allocation (SAA) to a total portfolio approach (TPA). At the end of 2019, before the effects of the pandemic reached Australian shores ...

BNY Mellon IM boutique heads for ASX mFunds

KANIKA SOOD  |  TUESDAY, 28 APR 2020
... consistent performance at materially lower risk levels relative to competitors offering more traditional strategic asset allocation-driven processes," Insight investment director of Australia and New Zealand Bruce Murphy said. "Importantly, we understood ...