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Showing 201 - 210 of 1706 results for "Asset allocation"

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... Mason Stevens to Euroz Hartleys will cover a suite of multi-asset portfolios tailored to clients' needs, asset allocation, instrument selection, investment governance, reporting, investment content, and webinars for both advisers and clients, the ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... hiking for surplus cash, yielding optimal returns for the cash bucket. This strategy allows us to actively review asset allocation and maintain ample cash reserves, providing flexibility for pension payments or unforeseen cash needs," she said. For her ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... group's wealth division was awarded a mandate by Alteris Financial Group, effective December 2023. It covers asset allocation, manager selection and portfolio construction, as well as reporting the group. Alteris has a team of 80, spread across offices ...

Ontario Teachers' names chief investment officers

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2024
... Ontario Teachers' Pension Plan's investments will now be led by two chief investment officers, one to oversee asset allocation and the other to execute on public and private investments. At the end of 2023, Ontario Teachers' chief investment officer ...

SG Hiscock plucks new investment chief from UniSuper

CHLOE WALKER  |  THURSDAY, 11 JAN 2024
... experience to the role. His expertise spans economics, Australian and international equities, and fixed interest and asset allocation. In joining, he succeeds Stephen Hiscock who also serves as executive chair of the group. Hiscock said the appointment ...

Frontier Advisors to choreograph The Australian Ballet endowment

ANDREW MCKEAN  |  WEDNESDAY, 20 DEC 2023
... investment strategy for The Australian Ballet endowment. The asset consultant will lend its expertise in strategic asset allocation, manager research and selection, while also delivering performance reporting and execution services for the performing ...

Mercer Super investment chief departs

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... at Mercer Australia - will be effectively replaced by James Kerr. However, while Kerr - the firm's head of asset allocation - is stepping into a more senior role, he will have a different title than his predecessor. Mercer has appointed him to the ...

Institutional investor tips $30m into new Mantis offer

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... that this fund fills the void of allocation to alternative assets which make up to 15% of the wealth manager's asset allocation with little bona fide hedge fund product choice. The unit trust is available to wholesale clients in Australia and wholesale ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... Diversified Managed Account Strategies harness Vanguard's global portfolio management expertise and proven strategic asset allocation approach," Gopal said. Meanwhile, BlackRock Australasia head of wealth Chantal Giles said BlackRock is excited to see ...

Insurers drop allocation to risk assets: Research

CASSANDRA BALDINI  |  MONDAY, 13 NOV 2023
... 90% of insurers mentioned the economic climate will prompt them to implement or plan strategic shifts in their asset allocation strategies within the next year. It said, over the next 12 months, 11% will decrease their allocation to Aussie equities ...