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Showing 141 - 150 of 1706 results for "Asset Allocation"

'Turbulent' environment expected in 2025: Robeco

ELIZA BAVIN  |  FRIDAY, 22 NOV 2024
... momentum can reverse quickly in today's data-driven environment, underscoring the need for flexibility in multi-asset allocation." Robeco anticipates US equities will sustain their upward trajectory, with the S&P 500 reflecting extended valuations following ...

Mason Stevens bolsters distribution team

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... expand," Yule added. The announcement follows the firm's recent appointment of Brad Creighton as head of asset allocation.

Major themes impacting systematic investors

ELIZA BAVIN  |  FRIDAY, 15 NOV 2024
... alternative asset class strategies. Diversification is enabling investors to build more holistic and integrated multi-asset allocation models. However, the study said the application of systematic strategies to less liquid assets can create challenges ...

Mason Stevens names head of asset allocation

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
Mason Stevens has announced the appointment of Brad Creighton as head of asset allocation. Creighton brings with him 17 years of investment experience, having held senior roles in financial markets, most recently at AMP as co-portfolio manager of the ...

UniSuper offers plenty to like, says Morningstar

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
... external strategic investment partners for input," Morningstar said. "Pearce continues to be a major influence on asset allocation and thematic ideas, but the promotion of Nick Footner to head of asset allocation is expected to bolster oversight of the ...

Morningstar flags governance issues, leadership turnover at Cbus

ANDREW MCKEAN  |  TUESDAY, 29 OCT 2024
... appropriateness of union affiliates sitting on Cbus' investment committee, which has important oversight around Cbus' asset allocation and material private market transactions. This outweighs positive steps that Cbus has made to translate its growing ...

CFS unveils fund manager, fee changes to FirstChoice

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
Colonial First State (CFS) is introducing a bunch of fund manager, asset allocation, and fee changes to two of its FirstChoice products from November 16. For FirstChoice Employer Super, Platypus Australian Equities will take over as investment manager ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... complainant over a non-related product, and it's also, again, often being put in the wrong part of the [client's] asset allocation," she said. Dixon advisers were found to have recommended several related-entity products to clients that AFCA saw ...

Harvard endowment delivers 9.6% return, hits $53.2bn

ANDREW MCKEAN  |  FRIDAY, 18 OCT 2024
... downturns," he said. Narvekar added that the portfolio's performance is based on three factors: portfolio risk level, asset allocation, and manager selection. "... we believe the endowment's portfolio risk is still lower than that of many private university ...

Best and worst performing ETFs revealed

ELIZA BAVIN  |  MONDAY, 14 OCT 2024
... consider investing in ETFs for wealth creation purposes. With more investors turning to ETFs to diversify their asset allocation, we are seeing the beginning of the shift in how Australians build wealth." Hodge said the ETF boom would likely continue ...