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Showing 381 - 390 of 1706 results for "Asset Allocation"

Concern for consumers ahead of YFYS

ELIZABETH MCARTHUR  |  MONDAY, 7 JUN 2021
... substantial long-term detriment of members." Actuaries Institute superannuation practice committee Tim Jenkins said asset allocation is disregarded in the test. "As a result, the proposed performance test leads to some concerning results, including an ...

Magellan launches FuturePay

ANNABELLE DICKSON  |  TUESDAY, 1 JUN 2021
... also important there is no point locking your money up if you are feeling anxious about that money." In terms of asset allocation, Magellan head of retirement solutions Paddy McCruden said it is in real growth assets and Magellan believes many investors ...

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
... those recommended as "scattershot", adding that even when advisers agreed on risk tolerance, they disagreed on asset allocation. The research found there are certain characteristics of financial advisers that seem predictive of the resulting advice. ...

What Gen Z think about investing

ELIZABETH MCARTHUR  |  TUESDAY, 25 MAY 2021
... platforms, such as Vanguard's Personal Investor, now provides affordable access to funds and ETFs that place powerful asset allocation approaches that used to be the domain of professional investors due to high investment minimums, well within reach ...

Trustee of the Year announced

KANIKA SOOD  |  TUESDAY, 18 MAY 2021
... chair John Brumby credited Dahn with steering the fund's investments towards sustainability and changing its asset allocation. Dahn also serves on the board of AIA Australia, Australian Communities Foundation, Victorian Traditional Owners Funds Limited ...

IOOF awards $23bn passive mandate

JAMIE WILLIAMSON  |  TUESDAY, 18 MAY 2021
... to ensure no impact on investors. There will be no changes to fees, buy/sell spreads, investment objectives, asset allocation ranges, standard risk measures or distribution frequency. There will also be no tax impact for investors, IOOF said. All funds ...

Investment Leadership Awards finalists named

JAMIE WILLIAMSON  |  MONDAY, 17 MAY 2021
... Vanguard Growth Index Fund Vanguard Investments Australia - Vanguard High Growth Index Fund Multi-Asset - Flexible Asset Allocation Atrium Investment Management - Atrium AEF 5 Atrium Investment Management - Atrium AEF 7 Atrium Investment Management - ...

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... ProductRex helps financial advisers assess superannuation and investment product recommendations by comparing fees and asset allocation between platforms and underlying investments. Founder Nick Topham told Financial Standard he began developing the ...

Citi hires transition management expert

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
... clients when implementing significant changes within investment portfolios, including management structure or asset allocation. It combines project management, risk management and execution capability. "Citi is committed to delivering excellent outcomes ...

Russell adds to senior leadership

ANNABELLE DICKSON  |  TUESDAY, 4 MAY 2021
... Morgan Chase & Co., where she held dual roles as client portfolio manager and chief operating officer in the asset allocation business. Based in New York, El-Hillow will work closely with chair and chief executive Michelle Seitz and will oversee all ...