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Showing 341 - 350 of 1706 results for "Asset Allocation"

AvSuper hunts merger partner, launches EOI process

CHLOE WALKER  |  FRIDAY, 3 DEC 2021
... performance test. Following this, the fund introduced a cap on administration fees and overhauled the strategic asset allocation of the Growth option.

Advisers optimistic for 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
... are also optimistic that things will return to normal in terms of how they invest client portfolios. "COVID-19 asset allocation changes are not expected to be enduring," Investment Trends associate research director Kurt Mayell said. "Only one in five ...

JANA adds three new GM roles

JAMIE WILLIAMSON  |  THURSDAY, 25 NOV 2021
... the development of client advice on broad investment strategy and capital markets analysis, including leading asset allocation decision making for JANA's advisory and implemented clients. In the role of general manager, research is Anthony Ballard, formerly ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

Super funds up offshore investments: Survey

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... risk in the portfolio after equity market risk. Super funds are increasingly treating foreign exchange as an asset allocation, just as they would for any other asset class, he said. The survey also found that funds that fully hedged their AUD/USD exposure ...

Sunsuper moves $20bn mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
Sunsuper has decided where to move its $20 billion passive investing mandate, replacing Vanguard Australia. State Street Global Advisors (SSGA) has been appointed passive investment manager for the $90 billion fund. It comes after Vanguard announced ...

AMP Capital executive joins asset consultant

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... the market and brings nearly 20 years of specialist knowledge in portfolio construction, investment strategy, asset allocation, and risk management." In August, Nick Schoenmaker joined Evidentia as a senior asset consultant, after spending two years ...

Australia Post Super Scheme cuts premiums by 10%

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... private equity and alternative credit asset classes." As a result of this decision, several changes to strategic asset allocation have been made across the fund's high growth, balanced and conservative options. It will also impact the employer-sponsored ...

APRA appoints investment risk lead from TCorp

KARREN VERGARA  |  FRIDAY, 22 OCT 2021
... Before that role, he was a senior manager of investment advisory, and senior manager of investment strategy and asset allocation. His previous private sector experience includes working for the likes of Challenger, Mercer, Macquarie, AMP and Russell ...

Hyperion Asset Management builds out team

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... joining from ClearView Wealth where she was a senior investment and macro research analyst and contributed to asset allocation and multi-asset portfolios. Clarke previously spent eight years at the Reserve Bank of Australia as a senior analyst and an ...