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Showing 51 - 60 of 163 results for "Total Portfolio"

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
... option sits at around 31%. During volatile listed market periods, the percentage of illiquid allocations in a total portfolio fluctuates, Bradley said. "When listed markets are declining in value and illiquid markets are either remaining static or declining ...

Portfolio resistance is key: VanEck

CASSANDRA BALDINI  |  THURSDAY, 30 MAR 2023
... to look and it is prudent to consider your portfolio allocation." Chesler highlighted Future Fund has taken a total portfolio approach with a focus on genuine diversification and building resilience through several levers. "Future Fund looked at how ...

Super funds back new renewables platform

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2023
... investor, HESTA is looking to invest more in the transition to a low carbon future, with a target of 10% of the total portfolio invested in renewables and other climate solutions by 2030." "To achieve this target, we're looking for ways to invest efficiently ...

AustralianSuper invests in build-to-rent-to-own affordable housing

ANDREW MCKEAN  |  TUESDAY, 7 MAR 2023
... Future sites in Victoria, providing over 1000 additional Assemble Futures Homes in central Melbourne, taking the total portfolio to 1500. The new developments are at 370 Victoria Street, Brunswick, 519-547 Sydney Road, Coburg, and 11-19 Whitehall Street ...

AustralianSuper announces leadership shakeup

CHLOE WALKER  |  THURSDAY, 15 DEC 2022
The super fund's total portfolio management, asset allocation and research teams will be brought together into one team, under head of asset allocation Alister Barker. Barker has held senior investment positions with AustralianSuper since 2008 and ...

Rest revamps equities team

ELIZABETH FRY  |  FRIDAY, 4 NOV 2022
... functionally focused on research and portfolio construction responsibilities. Rest's whole-of-fund approach is a total portfolio approach. "We take a holistic view to identify and manage risks and opportunities within the entire portfolio to enhance ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... being pressured into sub-optimal investment decisions but having a financial adviser could add more than 4% to total portfolio value. So, even though advice fees have jumped 16% in FY22, from $3656 to $4685, Russell Investments' analysis argues that ...

Retail the next frontier for private markets: Preqin

ANDREW MCKEAN  |  FRIDAY, 7 OCT 2022
According to the Preqin Future of Alternatives in 2027 report, fund managers are pivoting to retail investors as institutional fundraising slows. The report said that private capital fund managers have long tried to tap into the retail market, having ...

Cbus expands investment team

JAMIE WILLIAMSON  |  MONDAY, 19 SEP 2022
... also held roles with Laing O'Rourke and construction company SMEC. "The roles support our internalisation and total portfolio approach," deputy chief investment officer Brett Chatfield explained. "Our members continue to benefit from our investments ...

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
... two in three respondents increased their ETF usage over the past 12 to 18 months with the intention to reduce total portfolio costs. VanEck also highlighted that 46% of financial professionals currently use smart beta strategies and a further 40% are ...