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Showing 151 - 160 of 1706 results for "Asset Allocation"

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
... in 2008 from Lansdowne Partners. She has extensive experience developing investment strategies, incorporating asset allocation and portfolio management. The family office said Vanderpoel has a strong background in the investment management of private ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... estimates that financial advisers added 5.7% in value to client portfolios in 2024, split across guidance provided on asset allocation (1.1%), behavioural coaching (3.3%), and tax planning (1.3%). FAAA's study also debunks the myth that financial ...

Industry funds dominate ASX

ANDREW MCKEAN  |  WEDNESDAY, 25 SEP 2024
... it difficult to transact at scale and in a timely manner without influencing the share price. This can impact asset allocation and style," the report said. Consequently, mega funds may be forced to focus on passive, enhanced index, or systematic strategies ...

HESTA lowers insurance fees

KARREN VERGARA  |  MONDAY, 16 SEP 2024
... Also from September 28, HESTA's Sustainable Growth option is due for a shake-up. The option's strategic asset allocation will be brought to similar levels as the Balanced Growth option, the super fund's default product. The growth portion ...

Future Fund restructures investment leadership

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... Murray remains in his post but will have new portfolio design responsibilities that include alternatives, dynamic asset allocation, overlays and treasury, economics and capital markets, and portfolio integration teams. David Bluff and Tammi Fisher will ...

Advisers add 5.7% premium

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
... and a cost-of-living crisis. The overall value advisers add of 5.7% is broken down into guidance provided on asset allocation (1.1%), behavioural coaching (3.3%), and tax planning (1.3%). ​More than half of the 5.7% benefit was derived from advisers' ...

Funds SA exec jumps ship

ELIZABETH FRY  |  MONDAY, 2 SEP 2024
... Funds SA. Subsequently investment chief Richard Friend stepped down this May after the same number of years, and asset allocation lead Brendan Hallett left to return to Sydney. Operating chief John Piteo took up the reins from Townsend, and the fund ...

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... included in the test are misclassified as trustee directed when the trustee has no control over the strategic asset allocation and investment decisions relating to them. "These products should not be included in the test, and the consequences to consumers ...

NGS Super to cut insurance premiums

ANDREW MCKEAN  |  TUESDAY, 27 AUG 2024
... shares option, where fees will marginally increase from 0.45% to 0.47%. The fund has also changed its strategic asset allocation (SAA) for its pre-mixed investment options. Its default option's property allocation was reduced from 9.5% to 9% while it ...

Zenith increases defensive investment as recession risk looms

ELIZA BAVIN  |  WEDNESDAY, 21 AUG 2024
Zenith Investment Partners head of asset allocation Damien Hennessy said the looming risk of a recession in the United States has spurred some investment changes. Hennessey said the weaker-than-expected July jobs report in the US raised concerns of ...