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Showing 331 - 340 of 1706 results for "Asset Allocation"

APRA takes next step on super data

JAMIE WILLIAMSON  |  FRIDAY, 18 FEB 2022
... would contain key metrics, including improved data on insurance arrangements, expenses, member demographics and asset allocation classifications. Further, where necessary, new approaches will be used to better enable comparisons across complex fee and ...

Private debt and YFYS: Research

ELIZABETH MCARTHUR  |  FRIDAY, 18 FEB 2022
... default option is a Balanced fund or a lifecycle strategy, introducing or increasing private debt in the strategic asset allocation mix offers an opportunity to improve returns against the benchmark, creating a much needed safety buffer for super funds," ...

JANA makes five senior appointments

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
... of quantitative analysis and risk. Worthington joined from NZ Super where he was senior investment strategist, asset allocation. "In changing, uncertain times, institutional investors increasingly need to lean on the experience of partners that have ...

ATO underestimates SMSF performance: Report

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
A new report from the Self-Managed Superannuation Fund Association (SMSFA) and the University of Adelaide has found the Australian Taxation Office is increasingly underestimating the performance of SMSFs. The SMSFA and the University of Adelaide's International ...

Zenith creates new QLD role

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
... clients. "Gordon will be responsible for managing the growth in our managed accounts, investment research and asset allocation service offering in Queensland, as well as assisting in developing and implementing our national and state strategies," he ...

Christian Super hires former Mercer executive

ELIZABETH FRY  |  THURSDAY, 20 JAN 2022
... merger talks with MTAA Super. Before that, he worked for Mercer, where he ran the asset consultant's dynamic asset allocation business for more than 14 years. Earlier in his career, Stuart held senior roles with HSBC Asset Management, Victorian Funds ...

YFYS could dampen ESG adoption: Research

KARREN VERGARA  |  MONDAY, 17 JAN 2022
... said. Under the YFYS test, APRA constructs an individual benchmark for every product based on the product's asset allocation. Products that underperform their net investment return benchmark by 0.5 percentage points per year over an eight-year period ...

Cbus strengthens in-house investment team

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
... been appointed to the role of head of investment legal and governance. Steward Tan is the new head of markets, asset allocation while Ash Chandra has been appointed to the new role of research director global quality equities. Fok said the fund's strategy ...

Aussies less confident about retirement age

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... expertise. "We see enormous potential for advisers to provide a greater and more specialist role in providing asset allocation advice to superannuants, especially women who remain under-advised despite their working lives typically being more varied ...

Morgan Stanley promotes two senior leaders

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
... Alexandre Ventelon will take over the role of head of wealth management Australia research after serving as lead asset allocation strategist for the Australian wealth unit. He joined Morgan Stanley in 2017 and before that spent nearly four years with ...