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Showing 121 - 130 of 230 results for "Strategic Asset Allocation"

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... tracking to retirement goals for example, he said. The 'C' stands for 'core portfolios' with a long-term strategic asset allocation making up the bulk of the client portfolio; the active or tactical component sits between 10% to 30%. The 'Reserves' portion ...

Global reinsurer adopts ESG framework

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... needs of institutional investors, who increasingly aim to incorporate ESG considerations into their strategic asset allocation," MSCI managing director and EMEA head of index products, Deborah Yang said. Furer added: "Imagine the impact we can have if ...

IOOF appoints new asset consultant

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
IOOF Investments has announced its new asset consultant to replace Russell Investments. Mercer Australia is the new asset consultant, following Russell's contract with IOOF ending on 30 June. Russell notified IOOF at the end of 2016 of its intention ...

Vanguard appoints new head of investments

ALEX BURKE  |  MONDAY, 29 MAY 2017
... investment team follow the group slashing fees across its multi-asset suite, and revising those funds' strategic asset allocation for the first time since 2013. From July, five wholesale diversified funds will have management expense ratios reduced to ...

Industry fund wins stake in Endeavour Energy

EMMA RAPAPORT  |  FRIDAY, 12 MAY 2017
... electricity network is powering their own retirement," Hill said. REST's Core Strategy product has a strategic asset allocation of 6% to infrastructure, with $2 billion in infrastructure investments managed by AMP Capital and Super Investment Management ...

Vanguard reduces fees, revises multi-asset strategy

ALEX BURKE  |  TUESDAY, 9 MAY 2017
Vanguard Australia will slash fees across its multi-asset suite and revise the funds' strategic asset allocation for the first time since 2013. From July, five wholesale diversified funds will have management expense ratios reduced to 0.29%. These funds ...

VanEck partners to launch ETF model portfolios

ALEX BURKE  |  MONDAY, 8 MAY 2017
... "We are delighted to partner with Lonsec Investment Solutions who has over 20 years' experience in strategic asset allocation." "We believe the new VanEck ETF Model Portfolios will provide financial advisers with a set of tools to build cost effective ...

WTW senior consultant moves to Vision Super

ALEX BURKE  |  THURSDAY, 24 NOV 2016
... held senior roles at the Bank of New Zealand and Southpac Corporation, and is an external expert on strategic asset allocation for the International Monetary Fund. Willis Towers Watson director of investments for Australia Martin Goss said: "Sue has ...

AIA CIO jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 15 NOV 2016
... to welcome Graeme to Mutual Trust. He has insightful macro expertise and his ability both to develop strategic asset allocation and to implement tactically will bring significant value to the Mutual Trust investment team," Hammon said. "Wealth management ...

Lonsec increases global exposure

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
Lonsec has shifted the strategic asset allocation weights for its traditional balanced risk profile in order to meet investment objectives. As part of its recent strategic asset allocation review, the investment firm made downward adjustments to its ...