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Showing 1471 - 1480 of 1708 results for "Asset Allocation"

End 'set and forget' strategy: van Eyk

MICHAEL HOBBS  |  WEDNESDAY, 21 JAN 2009
... managers are able to deal with global and local events and alter their portfolios accordingly. The firm's strategic asset allocation, which was developed at the end of 2007, is still relevant but may be slightly altered to factor in events in the hedge ...

New year, new stocks: Suncorp

COMPANY RELEASE  |  WEDNESDAY, 14 JAN 2009
... identified three major changes in our review - addressing the structure of the Trust so that stock selection and asset allocation could be managed separately; reducing excessive diversification; and eliminating the overweight position in small caps and ...

Planners turn to cash and TD funds

MICHELLE BALTAZAR  |  MONDAY, 12 JAN 2009
... doing. "It's quite easy to forget that quite a lot of advisers sit in small practices. This data shows them the asset allocation and the products that the [bigger] dealer groups are using," he said.

BT appoints super and investment heads

PRESS RELEASE  |  FRIDAY, 12 DEC 2008
... Westpac/St.George wealth management business. Prior to joining St.George, Farrell was head of multi manager and tactical asset allocation at IAG Asset Management. Farrell will manage $6.5 billion in assets under management across the merged group which ...

Fin Simplicity upgrades tech

MICHAEL HOBBS  |  FRIDAY, 21 NOV 2008
Financial Simplicity upgraded Portfolio Express to allow financial planners to tailor client portfolios fast and share model portfolios. The improved Portfolio Express allows planners to create client model portfolios or asset allocations and then print ...

Planners to behave like CFOs

MICHAEL HOBBS  |  WEDNESDAY, 19 NOV 2008
... Strategic Consulting and Training (SCAT) consultant, said planners should move away from providing just product or asset allocation advice to more holistic advice to clients, much like how CFO would work with a chief executive. Speaking at an Institute ...

First Quadrant taps global macro trends to gain 12pc

MICHELLE BALTAZAR  |  TUESDAY, 18 NOV 2008
... following the raft of interest rate policy changes in recent months. "In the global macro space, we make global asset allocation decision, invest in global bonds, equities long/short, currency markets long/short and in volatility strategies. What we're ...

Rebalance now, reap rewards later

RUTH LIEW  |  MONDAY, 17 NOV 2008
Unstable markets mean investor portfolios are no longer aligned with the investor's strategic asset allocation - making it even more crucial to rebalance portfolios today to catch the market recovery. Regularly rebalancing your portfolio to ensure your ...

Intech taps ex-BT head of quant and two QIC staff

MICHELLE BALTAZAR  |  MONDAY, 10 NOV 2008
... of Quantitative Analysis) and (MSCI) BARRA International. He will be responsible for investment strategy and asset allocation within Intech's investment team. Matthew Tuxford has over eight years experience in the financial services industry and was ...

MLC appoints portfolio manager

MEDIA RELEASE  |  THURSDAY, 6 NOV 2008
... has been in Hong Kong with UBS. Piper also has strong top-down credentials which MLC will utilise in setting asset allocation and the strategic overlay of MLC's Long Term Absolute Return strategy. Piper's appointment means that Peter Sumner, who has ...