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Showing 131 - 140 of 1706 results for "Asset Allocation"

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 ...

Sue Brake joins NZ Super, Lisa Gray departs VFMC

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... TPA's entire purpose is to achieve a fund's investment goal rather than focusing on a particular strategic asset allocation. With this investment style, funds do not operate with a fixed strategic asset allocation, and they avoid silos across ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... at Insignia as a portfolio manager, looking after model portfolios, managed accounts, investment strategy and asset allocation. Before that, he spent two years with Challenger's Fidante Partners division and at Morgan Stanley's investment management ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... the $37 billion State Super as a case study, the super fund uses reinforcement learning (RL) models that inform asset allocation tilts and help structure trades. It is also currently beta testing a ChatGPT tool called "Vision" as a virtual economist ...

AMP defies super fund herd with Bitcoin bet

ANDREW MCKEAN  |  TUESDAY, 17 DEC 2024
... said the decision to allocate a "small and risk-controlled position" in digital assets through AMP's Dynamic Asset Allocation (DAA) program - which is designed to provide diversification and upside to members by investing in tradeable assets, including ...

JBWere partners to launch fixed income funds

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... that comes with all of UBS AM's investment strategies, combined with this initiative's alignment to JBWere's Asset Allocation Framework, offers JBWere clients the confidence that they are investing in a top-tier portfolio solution specifically designed ...

World on the brink: Frontier Advisors

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... Trevillyan said there is no shortage of headwinds facing the global economy that investors need to factor into their asset allocation when positioning their portfolios, both in the near term but particularly so for the longer term. But with challenges ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... She also worked directly with clients to develop investment objectives and translate those goals into strategic asset allocation advice. Young joined Morningstar in 2007 as a senior data analyst based in the US. She eventually became director of manager ...

Super funds 'playing to their strengths' in private markets

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
... so-called 'industry' funds, this figure exceeds 20%, with unlisted infrastructure as the most popular private asset allocation. "By allocating to private assets, Australian pension funds are playing to their strengths; their long-term investment horizon ...

Inconsistencies abound in Future Fund mandate change: Deloitte

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... now, Deloitte noted, the Future Fund Board of Guardians has been tasked with determining investment strategy and asset allocation. And, to date, the Future Fund has invested in all the same areas Treasury is asking it to now prioritise. Deloitte said ...