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Showing 11 - 20 of 1705 results for "Asset allocation"

Performance test reforms to curb benchmark hugging: Treasury

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... represents a departure from the current approach, which assesses investment performance relative to a strategic asset allocation benchmark portfolio," Treasury said. "A simple reference portfolio would assess total portfolio returns against a risk-adjusted ...

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... between core and satellite, while calculating the risk they were willing to absorb. A strong core and strategic asset allocation remains the primary determinant of long-term outcomes. Satellites should enhance, not obscure, portfolio intent, she added. ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
... charitable endowments and foundations, UBS GWM offers advice and investment solutions for clients, across strategic asset allocation, discretionary portfolio management, portfolio risk management, investment governance, custody and reporting.

VanEck unveils new range of active ETFs

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... Pacific chief executive Arian Neiron said the new approach has been carefully designed using the same institutional asset allocation frameworks that underpin large-scale portfolios. "What we are delivering to investors is simple in concept, but powerful ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
... private asset exposures. It has also appointed BCA Research as a research partner to support the development of asset allocation and portfolio construction frameworks for the forthcoming platform. FinCap executive chair Christian Ryan noted demand has ...

Nearly $12bn leaves Challenger in March quarter

KARREN VERGARA  |  TUESDAY, 21 APR 2026
... shareholder risk, support a less capital-intensive growth profile, and create opportunities to re-mix our balance sheet asset allocation," Challenger managing director and chief executive Nick Hamilton said. Last month, APRA released its final response ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... differences will be best positioned to retain their clients and help them to navigate a path through market volatility, asset allocation and return expectations to achieve financial security." Baby boomers remained the most conservative in managing wealth ...

Actuaries Institute proposes pre-set pension for retirees

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
... structural gap as applying for an income stream requires retirees to make detailed financial decisions around asset allocation and drawdown amounts, complete additional forms and verify their identity. "Importantly, our proposal gives super funds the ...

NGS Super awards mandate to Milliman FRM

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
... Carson Drummond said the partnership improves flexibility and efficiency in the fund's internal tactical asset allocation program, as well as duration and currency hedging. "When markets move quickly, having a trade execution partner that is flexible ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
Private markets have experienced significant growth in recent years, and investors are showing no signs of slowing down. Global private equity (PE) investment rose from US$1.8 trillion in 2024 to US$2.1 trillion in 2025, despite a decline in deal volume ...