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

Search Results

Showing 11 - 20 of 40 results for "Total Portfolio Approach"

Wilkin-Smith, Hales join trustee board for AMP Super

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... Future Fund, where he was a key architect of its investment model and a long-time practitioner of the total portfolio approach. He has since established advisory firm Long Horizon Enterprises. Earlier in his career, Wilkin-Smith worked at van Eyk Research ...

Australia's 'Super 6' embrace total portfolio approach: Study

KARREN VERGARA  |  FRIDAY, 5 DEC 2025
... top 100 asset owners, the Thinking Ahead Institute's latest report shows, as they increasingly adopt a total portfolio approach (TPA). The Asset Owner 100 report labelled the top super funds based on asset size as the "Super 6," noting that they are ...

CalPERS adopts total portfolio approach

JAMIE WILLIAMSON  |  TUESDAY, 18 NOV 2025
One of the world's largest pension funds is shifting to a total portfolio approach (TPA), saying it will improve transparency and provide flexibility to capitalise on opportunities. Following a board vote, the California Public Employees' Retirement ...

Key roles vacant as NZ Super prepares for growth

ELIZABETH FRY  |  THURSDAY, 6 NOV 2025
... stronger-performing portfolio," the spokesperson said. NZ Super said the new structure also strengthens its total portfolio approach (TPA) to investing - an investment style used by several global sovereign wealth funds, including Australia's Future ...

Former TCorp exec sets up consultancy

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... longtime investment professional has set up an investment consultancy to advise superannuation funds on the total portfolio approach (TPA) to investment. Nigel Wilkin-Smith founded Long Horizon Enterprises to address what he sees as a glaring gap in ...

Data is our biggest challenge: Aware Super

ELIZA BAVIN  |  TUESDAY, 11 MAR 2025
... There was a view that we were going to have more internal management. We wanted to look at things with a total portfolio approach, and we had a growing amount of our assets that were in private markets, managed both internally and externally," Clavin ...

Sue Brake joins NZ Super, Lisa Gray departs VFMC

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... investment officer of the Future Fund - and now an independent investment consultant - she focused on a total portfolio approach where the investment team works together to build the best overall portfolio. TPA's entire purpose is to achieve a fund's ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... to the fund's returns, though liquidity, risk management, and valuation practices are solid. The total portfolio approach is a center of investing excellence, with expectations high for insights from the fund's new investments resilience and ...

UniSuper offers plenty to like, says Morningstar

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
... said UniSuper's strong leadership and collaborative nature reflect a team that's aligned with a total portfolio approach. It also noted that the fund acts decisively as opportunities present while staying focused on its long-term themes. "Themes ...

HESTA awards global private equity mandate

ANDREW MCKEAN  |  WEDNESDAY, 19 JUN 2024
... investment partners to help generate ideas and innovation across the portfolio," he said. "It's this total portfolio approach that's effectively bringing the best global investment thinking to our decision making, which helps us to continue to deliver ...