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Showing 41 - 50 of 230 results for "Strategic Asset Allocation"

Qantas Super, Australian Retirement Trust to merge

ANDREW MCKEAN  |  WEDNESDAY, 17 JUL 2024
... Take-Off, designed for members under the age of 45, delivered a 11.8% return. Glidepath Take-Off has a strategic asset allocation that consists of equities (75%), alternatives (23%), and cash (2%), with no allocation to fixed income.

SSGA launches new gold fund

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... behalf of its clients, will be seeding the State Street Gold Fund, as part of a broader change to its strategic asset allocation that includes a debut allocation to gold. SSGA head of investments in Australia Jonathan Shead said the fund is a significant ...

ANZ, Blackstone launch HNWI fund

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... officer Lakshman Anantakrishnan said: "The strategy culminates a broader change to ANZ Private's strategic asset allocation, which includes a doubling of our allocation to alternative assets." "In the decade ahead, we expect global markets to be ...

AMP MySuper options power past double-digit returns

ANDREW MCKEAN  |  THURSDAY, 4 JUL 2024
... delivering sustainable investment returns over the long term, she said. "We will be implementing our annual strategic asset allocation review later in the year to ensure our portfolios can continue to help more Australians retire with confidence," she ...

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... 1994 Regulation 9AB.2. "In practice, this is determined by the ability of the beneficiary to alter the strategic asset allocation of a particular covered asset class," APRA said in response to super funds' most frequently asked questions on Your ...

Performance test needs better metrics, durability

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... respect to investment performance and fees, it tends to focus on the investment implementation of the strategic asset allocation (SAA) aspect as opposed to the suitability of the SAA itself. It is also benchmark or indices focused. "This leads more funds ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... most widely used structure for implementation (80% cite this). Sixty per cent of these solutions are strategic asset allocation, indicating these are long term investment solutions," Schaffer said. "Financial advisers mainly use managed accounts as a ...

Frontier Advisors to choreograph The Australian Ballet endowment

ANDREW MCKEAN  |  WEDNESDAY, 20 DEC 2023
... investment strategy for The Australian Ballet endowment. The asset consultant will lend its expertise in strategic asset allocation, manager research and selection, while also delivering performance reporting and execution services for the performing ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... Diversified Managed Account Strategies harness Vanguard's global portfolio management expertise and proven strategic asset allocation approach," Gopal said. Meanwhile, BlackRock Australasia head of wealth Chantal Giles said BlackRock is excited to see ...

Vanguard Super institutes advice fee function, tweaks options

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
... to its ethically conscious growth investment option. This addition has led to an adjustment in the strategic asset allocation (SAA) range of global fixed interest (hedged), reducing it to accommodate the new asset class, which has a SAA range of six-12% ...