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Showing 421 - 430 of 1706 results for "Asset allocation"

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
... advice/family office segment mirrors similar moves by peers JANA and Mercer, which currently offer services such as asset allocation, external manager selection and implementation. They come as more superannuation funds merge, and develop in-house investment ...

Pension plan sued for expensive, active strategy

KARREN VERGARA  |  WEDNESDAY, 2 DEC 2020
US-based Fidelity Investments has been caught up in a class action that alleges a major pension plan exposed members to risky, expensive actively-managed investments instead of allocating to safer passive options. The complaint, filed against Coca-Cola ...

Mercer restructures fees, asset allocation

KARREN VERGARA  |  TUESDAY, 1 DEC 2020
Mercer is introducing a series of changes to its default and lifecycle products, which includes slashing administration fees and simplifying fee structures. From 1 April 2021, Mercer Super Trust will drop two sets of headline admin fees. MySuper members ...

CFA Societies adds board members, president

ANNABELLE DICKSON  |  MONDAY, 30 NOV 2020
... manager defined contribution investments at State Super since January 2019, prior to which he was general manager, asset allocation. "I am excited for this extraordinary opportunity to serve my fellow members, volunteers and the greater finance community ...

Wells Fargo sets sights on Aussie super

ELIZA BAVIN  |  WEDNESDAY, 25 NOV 2020
... engaged in this dialogue. So, we are in a knowledge sharing stage on our multi-asset engagement which is around asset allocation and portfolio construction." Flood said Wells Fargo has been focused on engaging within the Australian market with clients ...

COVID-19 to remain dominant in 2021

ELIZA BAVIN  |  WEDNESDAY, 18 NOV 2020
... T.Rowe Price said it will then be on business and consumer spending to accelerate and offset the change. "Within asset allocation, we are closely monitoring the potential for a great rotation from growth to value. We believe investors should remain diversified ...

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
... now," said Gallagher. The firm asked advisers about what they value most in portfolio construction. They found asset allocation guidelines, capital markets assumptions, portfolio diagnostic tools, and investment product research and recommendations are ...

LGIAsuper alters asset allocations

KARREN VERGARA  |  TUESDAY, 10 NOV 2020
... international shares, and increased allocations to infrastructure, cash and Australian shares. Also part of its strategic asset allocation, LGIAsuper is introducing a new asset class called "private capital", which will target higher-returning investments ...

State Super appoints acting CIO

KANIKA SOOD  |  THURSDAY, 5 NOV 2020
... reports to VFMC chief investment officer Russell Clarke. He led the group responsible for portfolio strategy and asset allocation, investment risk and implementing VFMC client portfolios. His previous roles include head of private markets at Future Fund ...

Super funds overlook VC potential

KARREN VERGARA  |  WEDNESDAY, 4 NOV 2020
... the super fund's appetite for venture capital opportunities and remains evident in the fund's current asset allocation. Some of the venture capital firms Hostplus invests in include Carthona, Blackbird Ventures and Artesian. Warning pointed out ...