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Showing 51 - 60 of 123 results for "Total Portfolio"

Future Fund posts negative year, cashes up

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... significantly (by 7.4%) and to equities marginally (0.7% for Aussie equities). All other asset classes' share of the total portfolio assets was down from between -0.5% for infrastructure and timberland to -3% to private equity. The fund does not report ...

Investment committees not up to scratch

ELIZABETH MCARTHUR  |  THURSDAY, 6 AUG 2020
... follow to improve outcomes. For more ambitious and well-resourced organisations it suggests the adoption of the total portfolio approach (TPA) to introduce more dynamism and focus on goals in decisions. "Large asset owners are using advanced best-practice ...

Investment approaches in change phase

ELIZA BAVIN  |  THURSDAY, 30 APR 2020
... superannuation funds needed as investment processes make the switch from strategic asset allocation (SAA) to a total portfolio approach (TPA). At the end of 2019, before the effects of the pandemic reached Australian shores, Willis Towers Watson and ...

Industry fund continues investment team expansion

HARRISON WORLEY  |  TUESDAY, 14 APR 2020
... "It's exciting to join the fund at this early stage of its program to build out internal capability and embed a total portfolio approach that focuses on strong collaboration across various teams," Galloway said. Galloway's appointment comes as the fund ...

Bearish sentiment bites Aussie investors

ALLY SELBY  |  THURSDAY, 30 JAN 2020
... "Across the range of managed investments, Australian investors currently allocate the largest proportion of their total portfolio to unlisted managed funds (7%, on average), while ASX-listed investments such as ETFs and LICs are gaining popularity (both ...

BlackRock wakes up to climate change

ALLY SELBY  |  WEDNESDAY, 15 JAN 2020
... fossil fuel-dependent companies over the last decade. The IEEFA report also noted that only 0.8% of BlackRock's total portfolio was invested in ESG-oriented funds and criticised the board's ties to the fossil fuel sector. In an open letter to ...

Climate change to damage returns: Report

ELIZA BAVIN  |  THURSDAY, 26 SEP 2019
... returns. Climate change could have negative long-term return implications for investors who are not diversified at a total portfolio level to climate change," the authors state.

Future Fund returns 11.5%, crosses $160bn

KANIKA SOOD  |  WEDNESDAY, 28 AUG 2019
... equities holdings on seeing opportunities for longer-term returns after recent sell-offs, taking it from 7.3% of the total portfolio at December end to 10% of the portfolio at June end. It also increased slightly its allocations to: Aussie equities (+1.2% ...

Fossil fuel holdings cost BlackRock investors $90bn

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2019
... announcements highlighting its commitment to sustainable investments, IEEFA noted only 0.8% of BlackRock's total portfolio is invested in ESG-oriented funds. While BlackRock maintains it has little control over its US$4.3 trillion passively managed ...

Climate change an imminent threat to returns

ELIZABETH MCARTHUR  |  TUESDAY, 9 APR 2019
... climate science and economic data to enable investors to assess financial risk related to climate change for a total portfolio, across all asset classes and industry sectors. It then modelled a 2C, 3C and 4C average warming increase over three timeframes ...