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Showing 1211 - 1220 of 1710 results for "Asset allocation"

Bentham attracts new super mandates

BEN COLLINS  |  THURSDAY, 10 MAY 2012
... 11.3% per annum, based on the ASX200 Accumulation Index over the same period. "Including credit as part of an asset allocation fills a gap between the extremes of low risk/lower growth in cash and term deposits and high risk growth dependant equities. ...

Cbus board moves for greater disclosure

MELANIE TIMBRELL  |  FRIDAY, 4 MAY 2012
... be included. ASIC chair Greg Medcraft called on all super funds to improve disclosure including breakdowns of asset allocation in a speech to an industry event in March. "The compulsory nature of superannuation and its tax advantages arguably raises ...

Zurich continues Investments restructure

MELANIE TIMBRELL  |  MONDAY, 30 APR 2012
... investment strategist in a move designed to better reflect his current role as chair of the Tactical and Strategic Asset Allocation committee, in addition to responsibility for asset class decisions and fund manager selection. The appointments follow ...

Australian shares on SMSF's radar

LINDA HAUSKEN  |  FRIDAY, 27 APR 2012
... SMSF trustees invest, Multiport undertakes a quarterly analysis of SMSF investments to look at the up to date asset allocation and investment trends which have been or are emerging. The assets of the funds surveyed represent approximately $1.4 billio ...

MLC adds strategies, lowers share exposure

ELISE BURGESS  |  WEDNESDAY, 18 APR 2012
MLC has continued its spree of asset allocation changes with news of two new strategies for four of its MLC Horizon Series, including allocations to three managers and limiting its exposure to global shares. MLC has made an allocation to a multi-asset ...

Report assesses super allocation issues

ELISE BURGESS  |  MONDAY, 16 APR 2012
... industry's allocation position, including the issues around equity allocation, concluding that the traditional asset allocation is flawed. In its April report, Asset Allocation for MySuper, Rice Warner assessed the implications for super funds current ...

ACT super account takes $450m GFC hit

ALEX DUNNIN  |  FRIDAY, 13 APR 2012
... longer than expected. Life expectancy in the ACT is the highest in Australia. Responding to calls that the fund's asset allocation and investment strategy should be reviewed, Barr said the fund is about 50% exposed to equity markets with bonds, direct ...

Sustainability more than greenwash: Mercer

MELANIE TIMBRELL  |  THURSDAY, 5 APR 2012
... trends of resource scarcity and carbon pricing should have a much more significant bearing on decisions such as asset allocation, argues Ambachtsheer. "Themes like energy efficiency and renewable energy and the water sector - these can be accessed through ...

CFP adviser offers ASIC EU

ELISE BURGESS  |  THURSDAY, 5 APR 2012
... clients on aggressive risk profiles while also providing property asset allocations far above the recommended asset allocation for client risk profiles. Baker also failed to provide a Statement of Advice to clients or include a replacement product advice ...

New service to boost retiree returns by 1pct

ALEX DUNNIN  |  WEDNESDAY, 4 APR 2012
... familiar to many trustees. "Surely it's time we recognised that someone retiring at age 65 should have a different asset allocation to someone starting work at age 20. A 65 year old retiring with $100,000 should also have a different asset allocation ...