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Showing 781 - 790 of 1707 results for "Asset Allocation"

Jeremy Cooper explores the inconvenient truth of super

ALEX BURKE  |  MONDAY, 20 NOV 2017
... as the time-weighted returns achieved by the fund as whole," Cooper said. "Not all things can be addressed by asset allocation. Fund trustees should have a clear view of where they sit on the spectrum between entirely probability-based outcomes and a ...

Diversification trumping growth: Schroders

ALEX BURKE  |  FRIDAY, 3 NOV 2017
Latest Schroders broker research suggests diversification is overtaking growth as the primary driver of asset allocation strategy. About 50 brokers were surveyed and suggested that establishing a "well-diversified portfolio that will rise in most, but ...

SMSF balance gap to close: Report

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... transfer balance cap. About 29% of two member funds may need to rebalance to remain within the cap. When it comes to asset allocation preferences, females prefer defensive assets such as debt securities, managed funds and domestic listed trusts. Men ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... said, adding advisers are wary of the conflicts of interest pitfalls inherent in traditional administration and asset allocation. "Technology and ethics are converging, enabling the best interests of both clients and advisers in a symbiotic manner. For ...

Rising alternatives manager appoints new MD

ALEX BURKE  |  FRIDAY, 27 OCT 2017
... scale investment businesses for the bank and through applying a philosophy of strategic and fiduciary focused asset allocation, was responsible for guiding HSBC's global alternative investment proposition to be one of the largest global allocates to ...

First State Super appoints head of investment strategy

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... Winchester joined StatePlus from Select Asset Management in 2013 with responsibility for investment strategy and asset allocation, as well as having sector coverage responsibility for the alternative asset classes. Prior to that, he was a research analyst ...

Vanguard aims to defuse the active debate

ALEX BURKE  |  TUESDAY, 24 OCT 2017
... the level of active risk and an investor's risk tolerance. "We see active-passive not as a debate, but as an asset allocation decision, and this framework gives investors a clear process to help them determine the active and index allocations within ...

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
... Russell Investments' Australian survey have either reassessed or are currently thinking of reviewing clients' asset allocation due to mounting geopolitical risks and overvalued US equity markets. About a third (31%) is uncertain about market valuations ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... risk." Verdict? Traditional investment portfolios are unlikely to deliver the returns you need. Strategy and asset allocation decisions are more crucial than ever. #AFAau 9.50am - Michael Ward from Maxim Private Wealth receives AFA Excellence in Education ...

SMSFs narrow performance gap: Rainmaker

KARREN VERGARA  |  MONDAY, 9 OCT 2017
... tracks APRA regulated MySuper products. Lower returns for the SG360 reference index was driven by differences in asset allocation, the report said, with the main reason being the allocation to property, particularly to Australian REITs, lost more than ...