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Showing 11 - 20 of 180 results for "Asset allocations"

Industry funds dominate ASX

ANDREW MCKEAN  |  WEDNESDAY, 25 SEP 2024
... unlisted assets are drawn from across the size spectrum. Among industry funds, those with the highest unlisted asset allocations are Australian Food Super (42%), MIESF (37%), NGS (29%), Hostplus (26%), and Spirit Super (25%). Separately, the report highlighted ...

UK regulators propose framework for workplace pension schemes

ANDREW MCKEAN  |  FRIDAY, 9 AUG 2024
... make it possible for employers and savers to compare arrangements and understand the potential difference in asset allocations within arrangements that show improved investment performance. This helps employers and savers to build more trust in the pension ...

Mercer Super cops landmark $11.3m greenwashing penalty

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
... allocations were then implemented through specific asset classes. The implementation and ongoing management of the asset allocations was delegated by Mercer to the chief investment officer of MIAL, who was responsible for overseeing the investment of ...

Russell Investments default option returns up to 12.3%

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... Choo added that the aim of the GoalTracker option is to take acceptable levels of risk through carefully set asset allocations for members. "We actively manage our actual exposures relative to those asset allocations, based on the outlook for both growth ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... growth, with wealth and population rising by 4.2% and 4.8%, respectively. As the growth of HNWIs continues, asset allocations are transitioning from wealth preservation to growth. Early 2024 data shows a normalisation of cash holdings to 25% of portfolio ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Geopolitical risks are dictating how family offices in the Asia Pacific invest as more intend to shift asset allocations to their home regions, according to UBS. Family offices surveyed in the UBS Global Family Office Report across the Asia Pacific ...

Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... stronger capability in portfolio management, including the setting and monitoring of investment objectives and asset allocations for its flagship growth option. "This will include chairing the asset allocation group and collaborating closely with the ...

AvSuper prepares members for merger, fee changes

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... invested (on transfer to ART) will not be identical to your investment options prior to the transfer, for example, asset allocations or risk ratings may differ. Also, investment fees and costs and transaction costs for ART's investment options may ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
... to the US." SMSFs' performance was also attributed to a significant number of trustees adopting defensive asset allocations and asset classes. SMSF Association chief executive Peter Burgess said the research was evidence of the SMSF sector's ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... client's unique circumstances, considering potential interest rate movements. "We remain agile, ready to adjust asset allocations as needed," she said. For the most part, Devlin anticipates sticking with existing asset allocations. "We do expect ...