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Showing 11 - 20 of 37 results for "Total Portfolio Approach"

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 ...

Cbus eyes big deals in new investment blueprint

ANDREW MCKEAN  |  TUESDAY, 16 MAY 2023
... investment operations and a successful track record of internal management, Cbus is now primed to adopt a total portfolio approach. "Our robust investment capability means we can focus the majority of our efforts on capitalising on market opportunities. ...

Portfolio resistance is key: VanEck

CASSANDRA BALDINI  |  THURSDAY, 30 MAR 2023
... and it is prudent to consider your portfolio allocation." Chesler highlighted Future Fund has taken a total portfolio approach with a focus on genuine diversification and building resilience through several levers. "Future Fund looked at how to ensure ...

Rest revamps equities team

ELIZABETH FRY  |  FRIDAY, 4 NOV 2022
... focused on research and portfolio construction responsibilities. Rest's whole-of-fund approach is a total portfolio approach. "We take a holistic view to identify and manage risks and opportunities within the entire portfolio to enhance our investment ...