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Showing 181 - 190 of 1706 results for "Asset Allocation"

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
The Capgemini Research Institute's World Wealth Report 2024, released today, shows high-net-worth individuals (HNWIs) and their wealth hit unprecedented levels in 2023, driven by a rebound in the global economic outlook. According to the report, global ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... "The interactive account snapshot provides a high-level client overview including portfolio value, performance, asset allocation and account movements, allowing advisers to drill down into the information they need on-screen and have custom-made readily ...

REIT returns to come back strong: Expert

ELIZA BAVIN  |  WEDNESDAY, 29 MAY 2024
... which is not far off equities which have been about 12%." Kruth said there is still a place for real estate in asset allocation and believes returns should go back to their historic levels. "If we believe that supply is modest, inflation is coming down ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Geopolitical risks are dictating how family offices in the Asia Pacific invest as more intend to shift asset allocations to their home regions, according to UBS. Family offices surveyed in the UBS Global Family Office Report across the Asia Pacific ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... 25% in 2022. In 2024, they plan to lift this allocation to 26%. Aside from fixed income, the biggest change in asset allocation for family offices was seen in real estate. The average allocation to real estate dropped to 10% in 2023 from 13% in 2022 ...

Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... Hired three years ago, Cbus head of total portfolio management Mark Ferguson has departed. hE was responsible for asset allocation, capital markets and portfolio execution, and quantitative solutions teams. His appointment was part of the superannuation ...

REI Super updates Conservative option

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... option." The Conservative option aims for net returns of CPI+0.5% per annum over three-year rolling periods. Its asset allocation is split across mainly in international bonds hedged (28%), Australian bonds (31%), and Australian shares (8%). The new ...

Performance test needs better metrics, durability

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... respect to investment performance and fees, it tends to focus on the investment implementation of the strategic asset allocation (SAA) aspect as opposed to the suitability of the SAA itself. It is also benchmark or indices focused. "This leads more funds ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... focus on ethical and socially responsible investing. However, although the investments may have a comparable asset allocation and risk profile, particularly in terms of growth and defensive assets, they won't be identical. Salaam will introduce three ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... manager due diligence and specialist consulting advice. Further, two members of the firm's capital markets and asset allocation team, Fisher Yu and Vivian Xu, have been promoted to the role of quantitative research consultant. The duo focuses on ...