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Showing 731 - 740 of 1362 results for "Balanced"

Milliman awarded industry fund mandate

DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
... The partnership between the two firms began in July 2014 with Maritime Super's launch of managed risk versions of its 'Balanced' and 'Growth' options. Maritime Super chief executive Peter Robertson said introducing Milliman's strategy across two of its ...

Super funds reverse poor start to 2016

MARK SMITH  |  MONDAY, 6 JUN 2016
... overlaid by a lower inflation environment. On an annual basis Australian equities, often the largest asset class in many balanced funds, have contributed a negative 4.9% return as the market has progressively drifted down since early 2015. However, the ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
... developed for five different risk profiles, so advisers can choose between a conservative portfolio, a moderate portfolio, a balanced portfolio, a growth portfolio and a high growth portfolio. The performance of the model portfolios will be tracked ...

ASFA recognises super challenge for PC

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... said SMSFs should be excluded from any assessment of operational efficiency. ASFA is advocating the commission adopt a balanced scorecard approach which examines the system and industry outputs/benefits as well as its inputs/costs. As an example of the ...

Small-caps can improve investment trade-offs

DARREN SNYDER  |  TUESDAY, 31 MAY 2016
There is a case for global small-cap equities in Australian balanced portfolios to improve return and risk trade-offs according to a new joint research paper. The analysis suggests that an unhedged global small-cap stock allocation, weighted up to 5% ...

Super needs to pick up its retirement game

DARREN SNYDER  |  MONDAY, 30 MAY 2016
... investment outcome diversity, Howes said asset allocation for retirees is generally the same in accumulation, i.e. a balanced fund, and it is not serving members well. "Our research shows that the average asset allocation for customers is broadly the ...

Australia joining global retirement focus: Challenger

DARREN SNYDER  |  FRIDAY, 20 MAY 2016
... the UK. He said Australia had delivered a great growth-oriented accumulation system but globally there was a shift to balanced or blended portfolios in retirement. "We've started to see an economic rollover in Australia which is giving rise to people ...

ANZ retains FUM during major wealth restructure

ALEX BURKE  |  TUESDAY, 3 MAY 2016
... opportunity to move decisively and adapt to the changing environment by building a simpler, better capitalised and more balanced bank. "For the immediate future we are in a period of consolidation, simplification and transition," he added.

Milliman calls out "failures of diversification"

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
Milliman has criticised "typical" Australian balanced portfolios and a diversification approach to risk management. Noting that 60/40 balanced portfolios "experienced losses of 20% or more at the nadir of [the GFC]," Milliman's report said that this ...

Investors must adapt to 'new normal'

KERRIE SYDEE  |  WEDNESDAY, 20 APR 2016
... Findex. The asset manager argues that in a landscape of low yield and high volatility investors must look to pursue a balanced approach to their investments, with a skilled manager and appropriate risk management imperative to achieving returns in such ...