Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 230 results for "Strategic Asset Allocation"

Vanguard launches two new diversified ETFs

ANDREW MCKEAN  |  THURSDAY, 6 MAR 2025
... philosophy which emphasises low costs and broad diversification. We bring this philosophy to life through strategic asset allocation - that is we carefully design the weights of the various asset classes to be robust in various market conditions. "Our ...

HESTA hunts for portfolio construction and risk specialist

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... announcing this in due course," HESTA said Joining in January 2021, Sommers was responsible for managing the strategic asset allocation and risk budgeting process reporting to Stephanie Weston, head of portfolio design. He was also a member of the investment ...

Sue Brake joins NZ Super, Lisa Gray departs VFMC

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... TPA's entire purpose is to achieve a fund's investment goal rather than focusing on a particular strategic asset allocation. With this investment style, funds do not operate with a fixed strategic asset allocation, and they avoid silos across ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... She also worked directly with clients to develop investment objectives and translate those goals into strategic asset allocation advice. Young joined Morningstar in 2007 as a senior data analyst based in the US. She eventually became director of manager ...

HESTA lowers insurance fees

KARREN VERGARA  |  MONDAY, 16 SEP 2024
... Also from September 28, HESTA's Sustainable Growth option is due for a shake-up. The option's strategic asset allocation will be brought to similar levels as the Balanced Growth option, the super fund's default product. The growth portion ...

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... included in the test are misclassified as trustee directed when the trustee has no control over the strategic asset allocation and investment decisions relating to them. "These products should not be included in the test, and the consequences to consumers ...

NGS Super to cut insurance premiums

ANDREW MCKEAN  |  TUESDAY, 27 AUG 2024
... shares option, where fees will marginally increase from 0.45% to 0.47%. The fund has also changed its strategic asset allocation (SAA) for its pre-mixed investment options. Its default option's property allocation was reduced from 9.5% to 9% while it ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... wealth Chantal Giles said. "Our newly launched Active Multi-Asset Model Portfolios take a disciplined strategic asset allocation approach to model portfolio construction, drawing on the experience of our long-standing Australian multi-asset team. "By ...

Russell Investments default option returns up to 12.3%

ANDREW MCKEAN  |  THURSDAY, 1 AUG 2024
... overexuberant." GoalTracker's investment objective for members under 50 is 4.3% return above inflation. The strategic asset allocation for that age group is heavily skewed to Australian equities (42%) and international equities (48%), according to ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... Japan head of investment solutions Benjamin Regnat said the risk-based ETF model portfolios employ a strategic asset allocation framework focused on risk tolerances and long-term return expectations. "Our process considers ETFs from all providers to ...