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| | | ... accounts, our 'Targeted Return' option can make an important contribution to the ongoing debate about post retirement asset allocation and provide members with an alternative," said Greg Sword, LUCRF Super chief executive. The new option has less exposure ... |
| | | | ... that requires a specialist toolkit of investment capabilities including customised asset exposures, adaptive asset allocation, holistic portfolio construction and tax-aware portfolio management," Brennan said yesterday in a statement. "With our long ... |
| | | | ... funds, multi-manager platforms and investment managers in the Australian market. ASR provides market strategy and asset allocation services to businesses with combined funds under management of $4 trillion around the world and was the top ranked independent ... |
| | | | ... members consider whether they can consolidate their super accounts to avoid mounting fees and also review their asset allocation strategy with their adviser. "Taking a more active interest in your superannuation should be on everyone's list of New Year's ... |
| | | | ... policy long into the upturn, even if this causes inflation to overshoot their target." At a broader level, the asset allocation director believes key economic indicators from the Organisation of Economic Co-operation and Development (OECD) are beginning ... |
| | | | ... Institutional investors have responded to liquidity concerns flagged by the global financial crisis by rethinking their asset allocation strategies, according to a new State Street report. The research, entitled The Asset Owners' Perspective: Evolving ... |
| | | | ... award recognised the Fund's transparency, consensus-based decision-making and a shift away from a traditional asset allocation 'bucket' approach to investing. It's understood the Fund's innovative approach is based on a passive Reference Portfolio. The ... |
| | | | ... a lifecycle approach into default products is an age-based fund. Also called a 'glide path' approach, it sees asset allocation change in line with the age of the individual fund member. "Using this approach, members start with a high growth strategy ... |
| | | | ... little diversification away from equity risk, beta can often be dressed up as alpha, and there can be static asset allocation," said MacKenzie. "There can also be too great a focus on benchmarks and peers, which is not bad in itself, but the problems ... |
| | | | ... there are lessons in how to encourage members in a non-compulsory system to contribute more and to adjust their asset allocation. "In the US it's not compulsory. Not many actually opt-out and most decisions about a fund are made at the employer level," ... |
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