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Showing 511 - 520 of 1707 results for "Asset allocation"

Challenger shuffles life portfolio asset allocations

KANIKA SOOD  |  MONDAY, 30 MAR 2020
... income, which it says, can be redeployed as markets stabilise and relative value opportunities emerge. Hence, the asset allocation and composition of the portfolio may change materially by June 30 this year. Challenger is also currently redeeming absolute ...

Diversification pays off for some, but not all: bfinance

ALLY SELBY  |  MONDAY, 30 MAR 2020
... credit, hedge funds and multi-asset. "We expect considerable scrutiny of manager selection, strategy selection and asset allocation as the dust settles." Depending on the strategies used by asset managers, traditional diversifiers to equity risk, such ...

Early super access impact double Treasury estimates

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... "For the 25% of funds which will lose up to 10% of their members, a reassessment of cash flow, liquidity and asset allocation will be critical," the firm said. The potential impacts of the policy aren't only confined to funds, with Rice Warner commenting ...

Mutual fund assets lose $1.3 trillion

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
... strategy to ensure their products are approved and promoted appropriately." The asset manager said the use of asset allocation models is growing as more advisors are being prompted by their home offices to increase consistency of performance, spend more ...

COVID-19 to hasten merger talks

HARRISON WORLEY  |  TUESDAY, 24 MAR 2020
... sensitive to investment markets, such as retirees or members anticipating retirement. "They will need advice on asset allocation, how much to withdraw as pension payments, and how much to spend," Rice Warner said. However, the firm said Australia's ...

Frontier warns super fund clients of recession

KANIKA SOOD  |  FRIDAY, 20 MAR 2020
... we were aware of the macro risks last year and advised our clients to take a more defensive stance with their asset allocation [like] a bit less equities, more cash and more foreign currency exposure," he said.

APRA locks in mid-year heat map update

HARRISON WORLEY  |  THURSDAY, 19 MAR 2020
... revision in December. The regulator noted a "small minority" of trustees had resubmitted changes to their strategic asset allocation in Reporting Standard SRS 702.0 Investment Performance, and said those resubmissions were under validation and if substantiated ...

Former ANZ Wealth investment chief exits

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2020
... 2017, has left the business. Rider was responsible for delivering the overarching investment strategy, including asset allocation, investment themes, product selection and monitoring, investment compliance, risk and analytics for all ANZ Wealth client ...

Allianz Retire+ moves to increase retiree confidence

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... modelling, which runs portfolio simulations based on different financial position and goal data - including age, asset allocation, legacy and life expectancy - to "a desired level of confidence". The tool allows for variances in investment returns from ...

HESTA appoints GM, internalises investments

ELIZABETH MCARTHUR  |  TUESDAY, 3 MAR 2020
... team, currently recruiting for a general manager - strategic tilting who will be responsible for managing dynamic asset allocation, rebalancing and overlay processes. They will also work closely with the investment execution team to manage and minimise ...