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Showing 11 - 20 of 184 results for "Strategic Asset Allocation"

YFYS manipulation leaves members worse off: ISA

ANDREW MCKEAN  |  WEDNESDAY, 16 NOV 2022
... in the lead up to the first round of performance tests, 35 MySuper products revised their historical strategic asset allocation benchmarks, with most reducing exposure to 'other' investments, while increasing exposure to cash and fixed income. The other ...

First Super: Merger pressure fizzles out

ELIZABETH FRY  |  FRIDAY, 7 OCT 2022
... performance test and heatmaps, First Super has remained true to its conviction with its active management, strategic asset allocation and asset class selection. "So we have not changed anything because of these tests. We are underweight emerging markets ...

Continuity an increasing focus for family offices: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
... 75% of family offices rely on external investment consultants, primarily for manager selection (52%), strategic asset allocation (45%) and investment research (44%).

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
According to new data, this year could be the most challenging in recent history to retire. Natixis IM shared its annual NIM Global Retirement Index (GRI) data and report named Danger Zone and said market downfall, low rates and inflation are taking ...

Final Royal Commission reforms to be tabled, YFYS review begins

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2022
... consequences." Questions included in the consultation paper include whether the use of actual return using strategic asset allocation affects risk-taking behaviour by super funds; does the current set of indices reduce choice for members; and what are ...

BlackRock, NAB Private Wealth unveil iShares ETF suite

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
... said. The BlackRock multi-asset strategy and solutions (MASS) team will set and review the long-term strategic asset allocation (SAA) of these funds. It further added that ITEK will be the first of its kind in the Australian ETF market. "By drawing on ...

QIC braces against recession risks

ELIZABETH FRY  |  FRIDAY, 12 AUG 2022
... far as possible, to use a total portfolio approach (TPA). With TPA, funds do not operate with a fixed strategic asset allocation (SAA). Rather than dividing up assets into pre-set buckets, the focus is on achieving the fund's investment goal. While ...

Hostplus links returns to active approach

ANDREW MCKEAN  |  THURSDAY, 14 JUL 2022
... both bull and bear markets over our 34-year history." Elia added: "Actively managing and applying a strategic asset allocation to perform under different market conditions, enables us to smooth out returns over the longer term, as opposed to some of ...

Apollo secures Hostplus mandate

ANDREW MCKEAN  |  FRIDAY, 24 JUN 2022
... grow our member investments over the long-term," Elia said. "Credit plays an important role in our strategic asset allocation to ensure we spread investment risk and help stabilise our investment portfolio, smoothing the ups and downs of investment market ...

Allianz names new investment chief

ELIZABETH FRY  |  TUESDAY, 14 JUN 2022
... currently works at Allianz Investment Management SE as head of group asset liability management and strategic asset allocation. Durin spent several years working with Allianz Trade in France, where he headed up group asset management. Earlier in his ...