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Showing 121 - 130 of 1705 results for "Asset allocation"

HESTA hunts for portfolio construction and risk specialist

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... announcing this in due course," HESTA said Joining in January 2021, Sommers was responsible for managing the strategic asset allocation and risk budgeting process reporting to Stephanie Weston, head of portfolio design. He was also a member of the investment ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... can now produce personalised commentary at scale for all clients on portfolio movement, portfolio performance, asset allocation, and return contributions. North recently launched a review file note assistant and meeting transcription, as well as an insights ...

Fixed income drives managed fund surge

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025
... to tell if Australia is countering the ESG cooling trend, for now, ESG appears to remain a critical factor in asset allocation."

TenCap hedge fund eyes $3bn AUM

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... portfolio is run with very tight risk controls, it actually fits into the Australian equities bucket from an asset allocation perspective, not into hedge funds... So, in fact, it fits into the largest bucket of most people's investment universes." ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
Almost two out of three investment advisers are looking to increase their asset allocation into private markets this year, a survey found. The survey comes amid a similar study compiled by Coller Capital, highlighting that one in three investors will ...

Super moves: ART, QIC, Rest, CareSuper

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... investor. Rigney started at Rest in late 2022 as a senior quantitative analyst in the investment strategy and asset allocation team and was promoted to portfolio manager in just two years. Before that, he held several quant roles with Macquarie Group ...

Trump inaugurated as 47th President

ELIZA BAVIN  |  TUESDAY, 21 JAN 2025
... Trump government, which could continue to weigh on stock markets, according to Zenith Investment Partners head of asset allocation Damien Hennessy. "Bond yields are rising because the US economy has been much stronger than expected, and the disinflation ...

GQG ends year with $32.7bn net inflows

ANDREW MCKEAN  |  THURSDAY, 9 JAN 2025
... management firm also acknowledged its institutional channel continued to see "moderate redemption pressure" due to asset allocation and rebalancing changes. Last September, GQG managing director Laird Abernethy told Financial Standard that while the ...

Bull market buoys super funds' 2024 returns

MATTHEW WAI  |  WEDNESDAY, 8 JAN 2025
... 15%, which has the highest funds under management among the other options in the stable and adopts a high-growth asset allocation. Meanwhile, its MySuper 1950s and MySuper1960s options returned 9.8% and 11.5% respectively. Similarly to Rest, AMP chief ...

Analyst Moves: Franklin Templeton, JANA, Bain, MLC

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... consultant, he helps clients manage multi-asset portfolios, providing strategic advice on risk and return objectives, asset allocation, and developing tailored investment strategies. He also ensures that JANA clients outperform the Your Future, Your ...