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Showing 111 - 120 of 132 results for "SAA"

Lonsec makes portfolio manager changes after review

STAFF WRITER  |  WEDNESDAY, 30 JUL 2014
Following a strategic asset allocation (SAA) and model portfolio review, Lonsec 's Core Model Portfolios will now have a more balanced allocation between global and Australian equities and an increased allocation to alternative assets. The investment ...

Credit to escape impending bond rout

MARK SMITH  |  TUESDAY, 28 JAN 2014
Fixed income investors should avoid the worst of the impact of rising interest rates by holding bonds with higher yields, according to UBS Wealth Management global chief investment officer Alexander Friedman. With interest rates at record lows across ...

Lifecycle the future of pensions globally: Mercer

JAMES FERNYHOUGH  |  FRIDAY, 24 JAN 2014
... future of both retail and industry superannuation, despite the latter so far favouring the static strategic asset allocation (SAA) for their MySuper options, according to Mercer senior partner Graeme Mather. Researched released yesterday by Mercer showed ...

Retail funds favour lifecycle MySuper options

JAMES FERNYHOUGH  |  THURSDAY, 23 JAN 2014
... products have adopted a lifecycle approach, while all but four industry funds have opted for static strategic asset allocation (SAA), according to research by Mercer. The release of the research, entitled 'MySuper Market Trends', comes at the end of ...

UFS adopts Rubik's 'Bank in a Box' technology

JAMES FERNYHOUGH  |  TUESDAY, 26 NOV 2013
Uniting Financial Services (UFS), the treasury arm of the Uniting Church, has fully adopted Rubik's Software as a Service (SaaS) product. The 'Bank in a Box' solution provides comprehensive banking software via cloud technology to financial organisations ...

Asset consultants "useless": Oxford University study

LAURA MILLAN  |  MONDAY, 30 SEP 2013
... fact, recommended funds tend to perform worse than those which have not been recommended, a research by the Oxford University SaA-d Business School found. The investigation used survey data from US consultants with a combined share of 91% of the US investment ...

Accountants replaced by Cloud technology

MARK SMITH  |  TUESDAY, 30 APR 2013
Almost two thirds of small and medium sized enterprises (SMEs) would consider replacing roles currently performed by their accountant with a cloud-based accounting system, according to a new national research study by accounting service provider CCH. ...

Fund budget surplus with cuts to super tax breaks: Treasury

MARK STORY  |  THURSDAY, 29 NOV 2012

Investment teams need more skin in game

MELANIE TIMBRELL  |  THURSDAY, 27 SEP 2012
Requiring employees and investment teams in institutions to have their own super money in funds put together for clients would help control agency risk, one research manager has argued. Daniel Liptak, head of alternative research at Zenith Investment ...

Strategy & name change for Aberdeen fund

LINDA HAUSKEN  |  FRIDAY, 10 AUG 2012
... to achieve this revised outcome, the manager will adopt a dynamic approach to asset allocation, deviating from the existing SAA+ tactical overlay approach. "As a consequence, existing portfolio positions will be subject to change. If existing Aberdeen ...