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Showing 211 - 220 of 1489 results for "Diversification"

Moonfare launches in Australia

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... expand our presence in the region." Banks said Moonfare's proprietary portfolio investments provide instant diversification across a range of strategies at low minimums, including buyout, growth equity, and infrastructure. "Investments in secondaries ...

Realm House hires from Plato

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... during periods of market stress when it would have been hoped that these exposures would have provided greater diversification benefits to investors," the firm said. The offer went live on January 28 and has already reached its minimum threshold of $150 ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
... markets," he said. "This year, our survey results showed a growing enthusiasm around and appreciation for the diversification and performance benefits the private markets can provide. "As we look ahead, we expect interest in the infrastructure space ...

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA  |  FRIDAY, 24 JAN 2025
... While index funds offer some advantages that investors often find appealing, such as low expense ratios and broad diversification, Dimensional said their objective of minimising tracking error versus an index can lead to implementation costs that "hurt ...

One in three investors to boost private credit holdings: Survey

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
... to back a more limited number of credit strategies," Schad said. "Given the abundance of options and continued diversification, it is likely that many have gained ample experience across the strategy, identified their ideal niches, and are content to ...

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
... stand out in a competitive market." She also noted that the rising allocation of ETFs is a clear pivot toward diversification. "Australian investors are increasingly seeking efficient, cost-effective ways to build their portfolios," Gunhan added. This ...

Where to invest when local equities look expensive

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... priced, yet local portfolios remain heavily skewed towards the domestic market; investors have avenues to seek out diversification and better value, according to Morningstar market strategist Lochlan Halloway. Australian equities are trading 8% above ...

Investors should avoid overvalued US sectors: Talaria

ELIZA BAVIN  |  FRIDAY, 17 JAN 2025
With global equity markets continuing to soar, an investment strategy that offers some genuine diversification should serve Australian investors well in 2025, Talaria Capital co-chief investment officer Hugh Selby-Smith said. Selby-Smith said strong ...

UBS injects $100m into Centuria Bass

ELIZA BAVIN  |  MONDAY, 13 JAN 2025
... to attract and service capital from some of the world's largest institutions," Huljich said. "Additionally, the diversification of our real estate funds management platform continues to provide a range of fund and finance opportunities to our deep investor ...

CFS delivers 16.6% returns for growth members

MATTHEW WAI  |  MONDAY, 13 JAN 2025
... robust performance from Australian shares. "We believe that inflation data will continue to be volatile in 2025 so diversification and active risk management will be critical components of portfolio construction in the year ahead." CFS Superannuation ...