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Showing 31 - 40 of 180 results for "Asset allocations"

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... in pooled savings plans will always encounter differing degrees of optimality, he added. Meanwhile on setting asset allocations in volatile markets, the summary reported that over recent decades the US 401(k) system and Australia's superannuation ...

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... know superannuation is a long-term investment proposition, and through investment diversification and strategic asset allocations, investors can look to minimise these impacts and safeguard their retirement nest eggs," she explained. Retirement security ...

JPMAM bolsters APAC alternatives distribution

CHLOE WALKER  |  TUESDAY, 26 JUL 2022
... business in the region," Watkins said. He added that alternatives are playing an increasingly large role in asset allocations among Asia investors, particularly with continued search for income and diversification opportunities from retail investors. ...

Beware super home buyer collateral damage: ISA

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
... points. However, the exact investment implications would be dependent on the demographics of the fund and existing asset allocations. In a statement, the industry group also chastised how housing affordability would become worse, pointing out that minister ...

New research backs diversified SMSF portfolios

CHLOE WALKER  |  THURSDAY, 21 APR 2022
... net assets to cash and term deposits. "This result suggests that funds have an opportunity to optimise their asset allocations regarding cash deposits, but also emphasises that funds with cash holdings concentrated above 20% of net assets are associated ...

ETF growth slows but investors remain resilient

ANDREW MCKEAN  |  WEDNESDAY, 13 APR 2022
... volatility, Tie advised investors to simply stay the course. He added: "As history has proven, significantly altering asset allocations or cashing out in response to short-term events will exclude investors from fully participating in the inevitable ...

ATO underestimates SMSF performance: Report

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
... competitive with APRA regulated funds during the period in question. On aggregate, SMSFs with more diversified asset allocations also achieved higher returns. Overarchingly, the report states there is sufficient evidence to suggest that SMSF investment ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
... spending aspirations," Murphy said. "In a low rate environment, relatively static withdrawal rates and static asset allocations will likely not be as effective going forward." The tool uses sophisticated cash flow management software in the background ...

Sunsuper moves $20bn mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... change to Sunsuper's passively managed investment options, including investment options' objectives, asset allocations and fees." He added that Sunsuper already has equities, fixed income, and cash mandates with SSGA. "State Street have also ...

Australia Post Super Scheme cuts premiums by 10%

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... alterations. The $8 billion APSS informed members that there will be a few changes to investments, strategic asset allocations and group insurance. The fund's group insurer MetLife found fewer insurance claims than anticipated had been made by APSS members ...