Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 101 - 110 of 230 results for "Strategic Asset Allocation"

A case for flexible asset allocation: First Sentier

ALLY SELBY  |  MONDAY, 27 APR 2020
... done in a much more efficient manner in a real return fund, than exiting and entering another fund." Strategic asset allocation, in comparison, can be inflexible and cannot always deliver on plans or promises, Somaia said. "We know that to truly deliver ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... perform. "Importantly, a risk based framework doesn't preclude any investment manager from any particular strategic asset allocation, trustees will be free to offer their members a wide range of risk levels, because we still want a wide variety of choice," ...

Return of the king

ELIZA BAVIN  |  THURSDAY, 2 APR 2020
... superannuation front, to adopt a standardised model. "There is a push for a portfolio to be built around a strategic asset allocation that is quite rigid and equity dominated," Doyle sale. "There is a bit of a 'pull to peer', in that those funds that ...

PMIF sees premiums rise for first time in 12 years

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
... plus 4.5% per annum to 4.25% and shares only went from CPI plus 4.5% to 4%. Changes were made to the strategic asset allocation for the high growth investment option too - with slightly higher allocations to property and infrastructure.

Super funds asked to model early release impact

KANIKA SOOD  |  TUESDAY, 31 MAR 2020
... weeks ago, it did query superannuation funds on their liquidity and ability to rebalance back to their strategic asset allocation during the market volatility. The applications for early release for superannuation don't start until mid-April, meaning ...

APRA locks in mid-year heat map update

HARRISON WORLEY  |  THURSDAY, 19 MAR 2020
... revision in December. The regulator noted a "small minority" of trustees had resubmitted changes to their strategic asset allocation in Reporting Standard SRS 702.0 Investment Performance, and said those resubmissions were under validation and if substantiated ...

Fund managers driven to alternatives: Report

ELIZA BAVIN  |  TUESDAY, 18 FEB 2020
... budget currently being used," the report said. "Pendal introduced an alternative allocation into its strategic asset allocation in 2012 and is now allocating 15% of the portfolio, the highest among the non-industry funds in our rated universe. "At the ...

VanEck changes ETF portfolios

ALLY SELBY  |  THURSDAY, 19 DEC 2019
... should consider the high growth portfolio (100% growth). VanEck touted the benefits of using ETFs for strategic asset allocation. "Asset allocation is a critical element of any investment strategy. It forms the basis of a prudent investment policy and ...

Industry fund overhauls MySuper options

JAMIE WILLIAMSON  |  THURSDAY, 5 DEC 2019
... will be for members aged over 60 (previously 56). GuildSuper will also make a range of changes to its strategic asset allocation for the Building and Growing options which will see the overall benchmark allocations to growth and defensive assets change ...

Industry fund dips toes in private equity

KANIKA SOOD  |  THURSDAY, 9 MAY 2019
... ISPT (property), EIT (infrastructure, in particular renewables) and AMP (property)." ACRF adjusts its strategic asset allocation dynamically. All investments are managed through external managers and the super fund often seeds new strategies early in ...