Search Results | Showing 1 - 10 of 180 results for "Asset allocations" |
| | | ... calculated income entitlements and performance attribution metrics. This allows advisers to track valuations, asset allocations and total returns across portfolios, with returns broken down into capital growth, income and foreign exchange components. ... |
| | | | 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 ... |
| | | | ... asset class breadth access and investments beyond market beta, while leveraging institutional grade strategic asset allocations (SAA) which will be updated quarterly. They will also provide granular and refined exposure through each asset class. "... ... |
| | | | ... dynamics have accelerated the adoption of secondaries, and the strategy has today become a core part of investor asset allocations." Goh says he feels optimistic about how the market looks to be shaping up over the next few years, especially as interest ... |
| | | | ... to scale them back, resulting in a nearly neutral net outcome (-1%). EMEA, meanwhile, is tipped to reduce US asset allocations leading to a net decline (-26%). Some 62% of global insurers plan to increase their allocation to private assets this year ... |
| | | | Prime Super is closing two options following a recent review of its asset allocations. The Fixed Interest option will close from May 15. Members invested in the option will be able to switch out of it until May 22. Any members still invested in the ... |
| | | | ... in the face of weaker markets in November and December." AMP's MySuper Lifestage options automatically adjust asset allocations based on a member's age, gradually shifting from higher growth to more defensive investments as retirement approaches. "Despite ... |
| | | | ... government super funds typically exhibit maturing membership bases, lower contribution flows and more conservative asset allocations." |
| | | | ... 20 years as opposed to three to four years previously. Legalsuper also made a bunch of updates to strategic asset allocations affecting accumulation. Australian shares in the Conservative option, for example, went from 11.5% to 10%, while the Overseas ... |
| | | | ... uniform advice, benefiting the advisers to the detriment of their clients. Justice Goodman also observed that the asset allocations in Statements of Advice were "strikingly different" from what was suggested, excessively weighted toward real property. ... |
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