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Showing 1501 - 1510 of 1708 results for "Asset Allocation"

Proactive planners ease client concerns

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
Clients of proactive financial planners are less stressed about their asset allocation and overall portfolio after being sent educational material during equity market corrections. Chris Browne, Financial Design for Life senior financial planner, said ...

Wanted: Wharton scholar

CAMERON BOGGS  |  TUESDAY, 1 JUL 2008
... the financial interests of over 10 million Australians. Participants will learn about modern portfolio theory, asset allocation and behavioral finance. The course also examines issues related to stocks, bonds, derivatives, real estate, emerging markets ...

PASF recruits UK pension CIO

... strategy." He added that UK pension funds have more products to choose from but are comparatively limited as to asset allocation and strategy. "I find that super funds here have a relatively higher risk profile," he said, highlighting industry funds ...

TRS pumps $1.26bn into PE

RUTH LIEW  |  MONDAY, 23 JUN 2008
... next month under a "tactical plan" approved by the TRS Board of Trustees to help the fund reach its long-term asset allocation goal of eight per cent. So far, TRS has committed $1.44 billion to private equity during the current fiscal year. The tactical ...

Planners to focus on income: GVI

RUTH LIEW  |  THURSDAY, 29 MAY 2008
... role in portfolio construction. Meanwhile, almost 90 per cent of advisers had made adjustments to their clients' asset allocation in the past six months as a result of shaky economic conditions. Nearly 40 per cent of those who have made the shift claimed ...

Instos change mandate strategies

MICHAEL HOBBS  |  TUESDAY, 13 MAY 2008
... worldwide representing $80.8 billion in assets placed last year. Based on their data, the average institutional asset allocation was $105 million.

Praemium upgrades p-Desktop

RUTH LIEW  |  TUESDAY, 13 MAY 2008
... trades directly via the program. Advisers can also analyse the impact of portfolio adjustments on a client's asset allocation, unrealised capital gains and income position before placing the trade. It can also create a Statement of Advice to record the ...

Industry responds to APRA report

... that's creating the differentiation. Fundamentally you're not comparing like for like performance because with the asset allocation, [not-for-profit] funds have invested more on private equity, infrastructure and other alternative assets," "That has ...

Trust and Russell redefine philanthropic investing

MICHAEL HOBBS  |  TUESDAY, 6 MAY 2008
... been adopted by the fund and Trust Financial Services, via its funds management division, will monitor the funds asset allocation and overall strategy. The fund's investment strategy provides a balance between growth and income assets by investing in ...

130/30 demand drops

RUTH LIEW  |  FRIDAY, 2 MAY 2008
... putting up to 30 per cent into alternative investments for example, have been getting it right because their asset allocation is correct - and that's where people should be looking to invest," said MacDonald.