Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 281 - 290 of 1706 results for "Asset Allocation"

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
... Income Fund (1.4%). Rounding out the top performing asset classes for the period were credit (-4.9%), flexible asset allocation (-5.7%), large cap Aussie equities (-7.8%) and capital stable (-8.2%). The worst median return can be seen in small cap Australian ...

Complacency the biggest risk to retirement: Forum

CASSANDRA BALDINI  |  THURSDAY, 10 NOV 2022
... reduces the impact of sequencing risk and reasonable return helps grow capital and income." Teh also suggests asset allocation solution could be a 60/40 portfolio or equity income solutions managed actively can both also lower volatility. However, this ...

Rest extends custody mandate with State Street

CASSANDRA BALDINI  |  TUESDAY, 8 NOV 2022
... Development Investment Management Solution (IMS), to consolidate its front and middle office operations for managing asset allocation, global equities, fixed income, FX, and futures. State Street head of Australia Tim Helyar said Rest has again recognised ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... discussions around defined contribution workplace saving tend to focus on plan design and engagement but questions of asset allocation are also critical, according to a discussion summary of the most recent Jasper Forum. The Forum was led by Australian ...

Equipsuper investment chief on re-energising his team

ELIZABETH FRY  |  MONDAY, 7 NOV 2022
... promotions ensure Equipsuper can navigate an increasingly volatile market outlook. You predict a recession saying asset allocation is the most valuable tool in your investment toolkit. Are you diversifying differently from other funds? Has your investment ...

North adds to investment menu

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
... and managed funds. They aim to grow savings above a clearly defined rate of inflation, using Morningstar's asset allocation, security selection, portfolio construction, and research capabilities. Finally, InvestSenses' five new multi-asset portfolios ...

Future Fund proves resilience to market shocks

ANDREW MCKEAN  |  THURSDAY, 27 OCT 2022
... Future Fund expects real returns to continue to be much lower than in recent decades. Regarding the Future Fund's asset allocation, Australian equities weightings increased from 8.1% to 8.3%, private equity increased from 17.2% to 18.2%, and alternatives ...

Brighter Super hires former Sunsuper investment manager

ELIZABETH FRY  |  MONDAY, 24 OCT 2022
... Sunsuper for seven years as an investment manager. There, he ran investment research, strategy implementation and asset allocation within fixed-income, cash and cash-plus asset classes. From July 2007 to November 2011, he was an assistant portfolio manager ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... advice fee. The report supported its claim by developing a value of advice formula that weighted, appropriate asset allocation, behavioural coaching, choices and trade-offs, expertise, and tax planning. "There is research that suggests that asset allocation ...

Advisory group appoints head of investment strategy

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... committee and our commitment to experienced professionals and best practice regarding investment management and asset allocation as custodians of our client's funds." "Leveraging off Marc's extensive international experience in investment and business ...