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Showing 471 - 480 of 1706 results for "Asset Allocation"

Hostplus bumps cash allocation up

ELIZABETH MCARTHUR  |  TUESDAY, 7 JUL 2020
Industry fund Hostplus has revised its asset allocation, bumping the allocation to cash in its balanced option up from 0% to 5%. The change to the cash allocation was effective from 19 June 2020, when the fund also reduced its allocation to alternatives ...

AMP closes ethical option to super members

ELIZABETH MCARTHUR  |  MONDAY, 6 JUL 2020
AMP has taken the AMP Capital Ethical Leaders Balanced fund off its investment menus for superannuation members. AMP super members in CustomSuper, Flexible Lifetime, AMP Flexible Super, SignatureSuper, SignatureSuper Select, SuperLeader and the Woolworths ...

Rice Warner questions super return targets

HARRISON WORLEY  |  THURSDAY, 25 JUN 2020
... is large, with many appearing "very optimistic". "The layperson would not understand the peer differences in asset allocation and risks taken; the information in MySuper disclosure documents necessarily is dumbed down to meet broad community levels of ...

FIIG calls for taxation, regulatory overhaul

ELIZA BAVIN  |  FRIDAY, 19 JUN 2020
... allocation. It highlighted the current imbalance in the tax treatment of the various asset classes that distorts asset allocation practises in Australia. FIIG said as a result they are extremely different to other OECD countries and materially divergent ...

Local investment firm to list in Canada

KANIKA SOOD  |  THURSDAY, 18 JUN 2020
... and a sub-custody agreement with Gemini. Registry will change from Automic to Odyssey. It will also change its asset allocation from the current 37% in listed equities, 9% in unlisted equities including pre-IPO, 9% in unlisted equities (blockchain) and ...

Schroders deputy multi-asset head to retire

KANIKA SOOD  |  MONDAY, 15 JUN 2020
... for the last six years, will move to the Sydney team in the third quarter. "He is a voting member of our Global Asset Allocation Committee and as an Australian national, is well known to the local team," the company said. Schroders' Australian multi-asset ...

Industry funds continue risk-adjusted domination

HARRISON WORLEY  |  FRIDAY, 12 JUN 2020
... assessing a MySuper product's risk-adjusted outcome than simply matching its nominal return against a notional asset allocation."

Global manager shuts fund

KANIKA SOOD  |  FRIDAY, 5 JUN 2020
... came after its largest investor indicated their intention to withdraw their investment as the latter changed its asset allocation. The closure is expected to be finalised by August 7. "In Australia, AXA IM's main core fund is The Global Sustainability ...

Survey shows future of mandates

ELIZABETH MCARTHUR  |  FRIDAY, 29 MAY 2020
... sovereign wealth funds and insurance companies worldwide has revealed the new priority position ESG is taking in asset allocation. The survey was produced by the Morgan Stanley Institute for Sustainable Investing and Morgan Stanley Investment Management. ...

Ignorance isn't bliss in super: Research

ALLY SELBY  |  MONDAY, 25 MAY 2020
... fund's default option. Russell Investments also found that only one in five of those surveyed pointed to asset allocation as a key determinant for driving returns, demonstrating a lack of literacy surrounding superannuation in Australia. "As an industry ...