Search Results | Showing 1 - 10 of 1706 results for "Asset allocation" |
| | | ... more comfortable lifestyle, the portfolio is more likely to remain sustainable over ten years, regardless of the asset allocation," Monash Centre for Financial Studies associate professor Ummul Ruthbah said. "Another important consideration is maintaining ... |
| | | | ... governance discipline and a proven ability to build high-performing teams," Everett said. "His experience across asset allocation, portfolio design and investment stewardship positions him to drive our investment strategy forward and deliver long-term ... |
| | | | ... to support that, according to the new UBS Global Family Office Report. Among the 307 participants, strategic asset allocation, portfolio risk management and financial reporting are most often handled internally, keeping core decision-making and oversight ... |
| | | | ... carried out by Specialised Private Capital - and has appointed JPMAM as implementation manager for a tactical asset allocation (TAA) portfolio structure designed to improve portfolio efficiency and reduce costs. The mandate will help Findex and Specialised ... |
| | | | MPC Markets has selected HeirWealth Atlas to power the portfolio reporting capabilities within its Mosaic client platform. The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents ... |
| | | | ... advisers can't meaningfully diversify away. While markets can be modelled and managed over time, traditional asset allocation strategies can't insure against the risk of outliving your savings," Kane said. "Guaranteed lifetime income is not a product ... |
| | | | ... investment mandates, with 66% of investors seeking greater agility through measures such as expanding tactical asset allocation limits. Active management is also gaining favour, with 46% planning to increase the use of active strategies within fixed ... |
| | | | ... result is consistent with the well-documented difficulties active managers face in adding value through dynamic asset allocation, given the inherent challenges of reliably forecasting market regimes," it said. |
| | | | UniSuper has updated its strategic asset allocations, weighing in on fixed interest and cash as a result of "prevailing market circumstances". For both the High Growth and Sustainable High Growth options, UniSuper has diverted concentration towards ... |
| | | | ... investment in FinCap to support the launch. The committee will provide independent governance and oversight of the asset allocation, portfolio construction and fund selection processes underpinning the private markets platform, which is designed to give ... |
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