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Showing 141 - 150 of 230 results for "Strategic Asset Allocation"

Macquarie and CBA in global top 100

MARK SMITH  |  TUESDAY, 3 NOV 2015
... "In Australia we see growing interest in alternative investments with some investors increasing their strategic asset allocation targets to private equity, real estate and infrastructure in the search for income returns, potential inflation linkage and ...

OneVue launches new advice platform

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... transact with them. "Younger people are not adviser-led, but at some point, often specifically at the strategic asset allocation stage, they need an adviser," McKeage continued.

FEATURE: Inflation plus investing

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
In a world where beating the benchmark is not enough, investors need to target returns above inflation. Laura Millan asks industry leaders how to succeed in the current economic environment. There was a time when investing was a matter of coming up ...

Mutual Trust makes two senior appointments

STAFF WRITER  |  MONDAY, 15 JUN 2015
... He has more than 20 years' experience in advising families, private individuals and foundations on strategic asset allocation, portfolio construction, risk management and investment policy. Leading Mutual's team of taxation consultants is Paul Hockridge. ...

Smart beta here to stay, research confirms

LAURA MILLAN  |  FRIDAY, 22 MAY 2015
... combination of low volatility and multi-factor strategy is among the most evaluated. When it comes to strategic asset allocation, exchange traded funds (ETFs) are the most demanded among respondents with less than $1.2 billion in assets under management ...

Former PwC exec joins Towers Watson

JAMES FERNYHOUGH  |  MONDAY, 22 SEP 2014
... He'll be responsible for advising our institutional clients on a range of investment matters, including strategic asset allocation, portfolio construction and investment manager selection. "Paul's appointment is a continuing reflection of the depth and ...

Lonsec makes portfolio manager changes after review

STAFF WRITER  |  WEDNESDAY, 30 JUL 2014
Following a strategic asset allocation (SAA) and model portfolio review, Lonsec 's Core Model Portfolios will now have a more balanced allocation between global and Australian equities and an increased allocation to alternative assets. The investment ...

Sovereign wealth funds ramp up alternatives exposure

MARK SMITH  |  MONDAY, 23 JUN 2014
... boost short term returns. Many sovereign investors remain underweight in alternatives relative to their strategic asset allocation targets. These sovereign investors had increased their target allocations for alternatives in the last five years and had ...

Nikko AM appoints global head of multi-asset from Schroder

LAURA MILLAN  |  TUESDAY, 18 MAR 2014
... such as Macquarie Funds Management and BT Financial Group. He has been developing and implementing strategic asset allocation models for almost a decade. "His appointment will accelerate the speed at which we can bring competitive multi-asset, multi-region ...

Credit to escape impending bond rout

MARK SMITH  |  TUESDAY, 28 JAN 2014
Fixed income investors should avoid the worst of the impact of rising interest rates by holding bonds with higher yields, according to UBS Wealth Management global chief investment officer Alexander Friedman. With interest rates at record lows across ...