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Showing 761 - 770 of 1390 results for "Balanced"

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 ...

IOOF awards small cap mandate

MARK SMITH  |  WEDNESDAY, 6 APR 2016
... manager for Australian equities Dan Farmer added: "The appointment of Acadian is an important enhancement to the IOOF Balanced Investor Trust. We see active management of Australian Small companies as a key source of value add in Australian equities ...

BT to pair superannuation and wellbeing

KERRIE SYDEE  |  WEDNESDAY, 30 MAR 2016
... Companies want fitter, happier and more engaged employees. Many of our super members also want to be healthier, more balanced and need help sorting out their finances." "We want to take this approach to all Australians, drawing on Westpac's experience ...