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Showing 121 - 130 of 180 results for "Asset allocations"

Aussie equity investors urged to buy overseas

MARK SMITH  |  WEDNESDAY, 22 MAY 2013
... diversify their equity exposure with overseas shares. According to data from Rainmaker Information, average asset allocations for both not-for-profit (NFP) and retail superannuation funds show a bias towards Australian stocks. The average retail fund ...

Most DIY funds won't change allocations in retirement

BEN COLLINS  |  WEDNESDAY, 13 FEB 2013
... managed super fund trustees contacted for a survey released yesterday said that they either plan to change their asset allocations or had already done so. Yesterday Russell Investments and The SMSF Professionals' Association of Australia (SPAA) released ...

Don't ignore Lifecycle Funds: Mercer

BEN COLLINS  |  TUESDAY, 13 NOV 2012
... allocations. But the people who are completely disengaged stand to benefit a lot from the automatic changes to asset allocations allowed through a Lifecycle Fund, Mathers said. Some of the downsides associated with Lifecycle Funds are real, and some ...

APRA releases reporting consultation

BEN COLLINS  |  WEDNESDAY, 19 SEP 2012
... regulator in a statement. More information about investments, including reporting on investment structures and asset allocations to determine ultimate costs would also be required. "As with the introduction of prudential standards for superannuation ...

CUA launches low cost super funds

ALEX DUNNIN  |  WEDNESDAY, 1 AUG 2012
... products are not bank deposit based Retirement Savings Accounts but regular super products with diversified asset allocations that will be managed on a multi-management basis. Jason Murray, CUA's general manager products and marketing, said the launch ...

Gen Y leans away from SMSF cash holdings

MELANIE TIMBRELL  |  TUESDAY, 24 JUL 2012
Generation Y has been the most active in terms of changing their SMSF asset allocations in the past 12 months, favouring a higher portion of their portfolio in equities with lower cash balances. That's one of the findings of The SMSF Generations Report ...

Mercer builds adviser reach

MELANIE TIMBRELL  |  TUESDAY, 22 MAY 2012
... investment commentary, adviser support tools, professional development as well as other services including strategic asset allocations and models [sic] portfolios," ANZ said in a statement to Financial Standard. The shift in influence among dealer groups ...

Report assesses super allocation issues

ELISE BURGESS  |  MONDAY, 16 APR 2012
... diminished values at the time they accessed their benefits. A major contributor to this problem has been the asset allocations of those nearing retirement which remained fully committed to default and similar composite portfolios," read the report. "These ...

CFP adviser offers ASIC EU

ELISE BURGESS  |  THURSDAY, 5 APR 2012
... clients before implementing advice, had many 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 ...

Advisers told to rethink growth asset allocations

MELANIE TIMBRELL  |  THURSDAY, 29 MAR 2012
Advisers should rethink growth asset allocations and prepare to protect portfolios against fiscal constraints, delegates heard at an industry event. These were two key messages from global investment manager PIMCO, delivered at yesterday's Adviser's ...