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Showing 361 - 370 of 1706 results for "Asset Allocation"

Results out: 13 funds fail YFYS performance test

KANIKA SOOD  |  TUESDAY, 31 AUG 2021
... it will have failed the test. The investment benchmark is constructed according to a product's strategic asset allocation from the APRA-prescribed broad-based benchmarks. For administration fees, the benchmark is median administration fees for a ...

Maritime Super criticises unfair YFYS test

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
... switched to a hedging strategy to reduce exposure to equities in down markets. "Unfortunately, with a dynamic asset allocation, we were and are benchmarked against a static asset allocation benchmark, so it was always going to be difficult for us to ...

Advised clients 5.2% better off

KARREN VERGARA  |  WEDNESDAY, 18 AUG 2021
... based on key elements. The financial adviser was able to prevent behavioural mistakes (2%); advise on appropriate asset allocation (1.1%); optimise cash holdings (0.6%); and advise on tax-effective investing and planning (1.5%). Russell Investments director ...

State Street hires from Macquarie

ELIZABETH MCARTHUR  |  THURSDAY, 12 AUG 2021
... he said. "With widespread consolidation amongst superannuation/pension funds, together with ongoing changes to asset allocation and manager line ups, State Street is well placed to continue helping funds with their changing portfolio requirements."

Active Super rejigs MySuper

KANIKA SOOD  |  MONDAY, 9 AUG 2021
... three cohorts: Accelerator (up to age 49), Accumulator (age 50 to 54) and Appreciator (age 55 and over). The asset allocation remains the same, but the MySuper product will no longer invest in the Conservative option. The fund said it worked with Mercer ...

Netwealth integrates with fintech

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
... director Nick Topham said the partnership will improve user experience and accelerate the research process and asset allocation information. "This integration with Netwealth will make it even easier for our users to complete rebalance recommendations ...

Fairfax family office awards mandate

ELIZABETH MCARTHUR  |  MONDAY, 2 AUG 2021
... endeavours." Marinya invests on behalf of the Fairfax family in a diversified portfolio with an active approach to asset allocation based on its macro and market views. The family office makes direct investments in Australia and overseas, uses a broad ...

Future Fund appoints portfolio strategy lead

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
... 10 years working at hedge funds. In his new role, Samild will lead work on portfolio construction and dynamic asset allocation, the integration of overall portfolio insights with sector specific opportunities and development of views on emerging markets. ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... Consultants bring to the table in our own business, such as building and maintaining model portfolios, APLs, asset allocation, governance and tactical expertise to improve client outcomes," Meredith said. Nemtsas said the past five years has seen a proliferation ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... clients in a bid to improve client engagement. The app allows clients to view overall portfolio performance and asset allocation across their entire portfolio. Aside from simple charts outlining performance, clients can also use advanced sort and filter ...