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Showing 11 - 20 of 1726 results for "Asset allocation"

Emerging markets, private assets lift NGS Super FY26 performance

KARREN VERGARA  |  WEDNESDAY, 29 JUL 2026
... funds is that we came into the year with a slightly higher assessment of recession risk." "Ultimately, from an asset allocation perspective, that meant we held fewer equities. Our effective equity exposure was probably around 1% to 2% lower than peers. ...

Special Feature: Beyond safekeeping

BRENDAN SWIFT  |  MONDAY, 27 JUL 2026
... rising proportion of global and private markets exposure. Funds are also shifting from traditional strategic asset allocation toward a total portfolio approach and need a consolidated, near-real-time view of everything they own. Creating that view remains ...

FSCP bans adviser over client advice failures

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
... assets. For two other clients, the recommended investments were inconsistent with their stated risks profiles and asset allocation requirements. The FSCP further found Morrison-Dowd made false or misleading statements to two clients, including claims ...

arcpoint OCIO adopts dual chief investment officer model

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... appointments reflect that market regimes now change faster than most portfolios were built to absorb, and dynamic asset allocation is increasingly the difference between portfolios that can keep pace. "The whole point of a founding team is the quality ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation arm of MST Financial, now also offers ...

Global concentration risks to reorient investors: JBWere

RIDDHIMA TALWANI  |  MONDAY, 6 JUL 2026
... local equities is reorienting investors to income stocks and fixed income exposure, JBWere said. JBWere head of asset allocation and portfolio management Glen Bertram noted there is really just the single AI trade which is driving global markets at the ...

ETF adoption hits 'meaningful threshold' among SWFs

KARREN VERGARA  |  TUESDAY, 30 JUN 2026
... core strategic engine; more often it is a tool that makes the rest of the portfolio easier to manage. Tactical asset allocation and liquidity management are the most cited roles, reflecting the way most funds use ETFs: to manage exposures efficiently ...

Super system to hit $12.4tn by 2045

VINNY VUCAGO  |  TUESDAY, 30 JUN 2026
... landscape, with super funds' ownership of the Australian share market potentially approaching 50% if current asset allocation trends continue, increasing the need for greater offshore and alternative investment exposure. Boal said member engagement would ...

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... achieve their financial goals. To succeed in the years ahead, advisers will need to show the value they add beyond asset allocation. "More than ever, their ability to guide clients through volatility and keep them focused on long-term outcomes will be ...

FinCap launches private markets platform targeting wholesale investors

VINNY VUCAGO  |  THURSDAY, 18 JUN 2026
... replicate themselves," he said, Global Investment research from BCA Research has been appointed to provide top-down asset allocation research and capital market assumptions, while a separate global manager research partner will oversee manger selection ...