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Showing 1141 - 1150 of 1707 results for "Asset Allocation"

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
... reduced its platform pricing; it has transited into a fully-automated fee disclosure statement and has changed its asset allocation and model portfolios in order to reduce volatility.

US tax abolition to pave way for super fund inv

MARK SMITH  |  WEDNESDAY, 24 APR 2013
... Australian funds means they are looking offshore". If the reforms become law, Russell has urged funds to update their asset allocation models to reflect the increased attractiveness of US direct property and infrastructure relative to other asset classes. ...

ANZ provides banking services to DomaCom

LAURA MILLAN  |  TUESDAY, 23 APR 2013
... provide the self managed super fund market with a new property investment option and help facilitate suitable asset allocation," ANZ Financial Institutions Group director Chris Hall said. DomaCom and ANZ have already signed the implementation agreement ...

State Super FS appoints Mercer new asset consultant

LAURA MILLAN  |  MONDAY, 22 APR 2013
... Mercer's Investments business in some way; whether accessing our global manager research and asset class expertise, asset allocation advice, or seeking our help to manage investment operational or ESG risks."

Australian equity managers overlooking value stocks

MARK SMITH  |  FRIDAY, 19 APR 2013
... opportunity for managers who take a different view. He said the US STALSTOX index, which shows the collective view on asset allocation by Wall Street firms indicated that total allocation to stocks is only about 45%. "Remarkably, this is much lower than ...

Windham looks to bring systemic risk strategy to Aussie investors

MARK SMITH  |  WEDNESDAY, 17 APR 2013
Boston-based boutique Windham Capital Management was in Australia last week to promote its new dynamic asset allocation strategy, which it says can identify systemic risk. The new strategy, which has been endorsed by the Financial Stability Board (FSB) ...

Asset allocation shifts as EM turns strategic: MFS

ALICE URIBE  |  MONDAY, 25 MAR 2013
Institutional investors are starting to look at the emerging market asset class more of a 'strategic' rather than an 'opportunistic' play, according to a visiting global portfolio manager. Thomas Melendez, Institutional Equity Portfolio Manager - MFS ...

Model portfolios vulnerable to avoidable risks

MARK SMITH  |  TUESDAY, 19 MAR 2013
... tolerance and the model's objectives are accurately reflected in how it is constructed. Portfolio X-Rays looks at asset allocation, investment style and manager selection to analyse whether the portfolio is vulnerable to certain threats. Jonathan Ramsay ...

US advisers don't understand clients risk tolerances

ALEX DUNNIN  |  FRIDAY, 15 MAR 2013
... "In many cases, this is the only interaction before determining the risk model that parallels the appropriate asset allocation." Newcomb said the problem this creates is that the standard risk profiling methods are reinforcing the disconnect between ...

Advisers open to double allocation to global equities

MARK SMITH  |  TUESDAY, 12 MAR 2013
... case for global equities so compelling that when they were asked to vote at the close of the presentation, the asset allocation had swung to 50:50 between the asset classes. For more news on financial planning and investments, visit www.fsadvice.com. ...