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Showing 111 - 120 of 1706 results for "Asset allocation"

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... domestic fixed income capabilities at the end of 2024 were redeemed. It said this was due to rebalancing and asset allocation requirements of the institution. This, combined with market volatility, saw a total decrease of $5 billion in the wealth manager's ...

Webull launches SMSF account offering

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... research from the University of Adelaide, begged to differ. Its research found that SMSFs with a diversified asset allocation see improved investment performance compared to APRA-regulated funds once balances reach $200,000. Webull said listed shares ...

Northern Trust survey reveals what's testing asset owners

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... across North America, EMEA, and APAC, with portfolios ranging from US$1 billion to US$500 billion. Optimising asset allocation emerged as the uppermost internal investment concern over the coming year, with nearly half of respondents naming it a top ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... performance reviews. Sasha Loutcheva joins from Russell Investments, where she spent three years as a senior asset allocation strategist. Loutcheva previously worked with TCorp's quantitative modelling and applied statistical analysis team as well ...

Pendal's Blayney lands at HESTA

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
HESTA has made two new senior hires including a general manager of dynamic asset allocation and a general manager of information security. Former Pendal Group's head of multi-asset Michael Blayney will take on the former role with Nick Catherall ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... Macquarie Private Wealth, where he was responsible for fund research and the delivery of model portfolios and asset allocation advice. Previous roles also included Asia-Pacific sector head for structured products and alternative investments at S&P Fund ...

Investors brace as US unleashes tariffs

ELIZA BAVIN  |  THURSDAY, 3 APR 2025
... of US recession has risen from 20% to an upwardly revised 35%, a level that cannot be ignored," Zenith head of asset allocation Damien Hennessy said. "While there's at least some clarity on tariff levels and an incentive for higher investment in ...

Anthony Doyle quits Schroders, rejoins Pinnacle

ELIZABETH FRY  |  TUESDAY, 1 APR 2025
... technical research capabilities within our distribution team and also deliver economic updates and strategic asset allocation insights to clients," Macintyre said. Doyle brings more than two decades of experience in funds management across institutional ...

State Super: In decline but doing fine

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
... a cycle, they can do pretty well. But there's a time and place for active." Livanas then turns to the fund's asset allocation program, noting that while many advocate investing through the cycle rather than trying to time the market, that logic falters ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
... exposure and shoring up defensive assets within its model portfolios. The fund manager's annual strategic asset allocation (SAA) slashed its exposure to Australian equities and emerging market (EM) equities between 4.5% and 5%, and upped allocations ...