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Showing 1581 - 1590 of 1708 results for "Asset Allocation"

DFS fee model a winner

... the extent to which they detail their performance reports. Krithis explained that each client receives their asset allocation report which then shows how the client's portfolio performed against the index, against a benchmark and where exactly they lost ...

Everything old is new again, now: Schroders

HAMISH MADDEN  |  THURSDAY, 1 FEB 2007
Investors would do well to get back to the basics of investing, according to Schroders, with head of Australian equities, Martin Conlon, arguing the focus on 'new' asset classes and an obsession with headline data and forecasting has led some to forget ...

Mercer awards mandate to INVESCO

NICK OLIVER  |  THURSDAY, 25 JAN 2007
... is an absolute return using four broad strategies, US market neutral, European market neutral, global tactical asset allocation and diversified fixed income. The fund targets returns of 8 per cent above the cash rate.

van Eyk Blueprint clears $1.5 billion

NICK OLIVER  |  THURSDAY, 25 JAN 2007
... dealer groups. Stephen van Eyk, managing director of van Eyk, said, "van Eyk manages the fund manager selection, asset allocation, sector and style tilts, and currency management on behalf of adviser's clients. This turnkey solution has led to the success ...

Not-for-profits winning but master trusts catching up

ALEX DUNNIN  |  FRIDAY, 15 DEC 2006
... improvement by the master trusts has nothing to do with their fees coming down, but can be explained by fundamental asset allocation differences. "Many of the master trust default options have historically allocated more to equities than the not-for-profit ...

DIY funds tail the experts

... short-term deposits is only 12.6 per cent. Most of our clients use financial advisers and they get advice on their asset allocation." But McIlroy added that performance is just one part of equation. "When our clients set up their SMSF, they are not too ...

Access Economics still top consultant: Rainmaker

ALEX DUNNIN  |  TUESDAY, 5 DEC 2006
... analysis also found funds are using several different approaches regarding their default investment options and that asset allocation weightings varied considerably," said Keevers. For example, said Keevers, "When looking at the Workplace Super funds ...

Another Dimension to DFA

... Australia, their "core equity" product has attracted $960 million of investor money over the same period. The fund's asset allocation will broadly be 50 per cent large cap, 30 per cent value and 20 per cent small cap. As for the returns, the group hopes ...

Access all asset classes: Vanguard

HAMISH MADDEN  |  MONDAY, 4 DEC 2006
... classes this year, investors may need to look at rebalancing their asset allocations as 2006 draws to a close. "Asset allocation is the main thing and people may need to rebalance their portfolio& because they may have gotten out of whack," Duffield ...

Record numbers achieve CFA charter

HAMISH MADDEN  |  THURSDAY, 23 NOV 2006
... statement analysis, quantitative methods, economics, corporate finance, portfolio management, risk management, asset allocation and performance measurement. Candidates must also pass three six-hour exams and, upon successful completion of the program ...