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Showing 61 - 70 of 138 results for %22Balanced Equity Management%22

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% ...

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 ...

Martin Currie hires small cap analyst

MARK SMITH  |  FRIDAY, 6 NOV 2015
... Australian equity range spans small caps, property, real income, equity income, core and large cap value strategies, and balanced strategies such as the innovative Multi-Asset Retirement Income Trust (MARIT). The Legg Mason Martin Currie Equity Income ...

Nikko downgrades equities stance

MARK SMITH  |  FRIDAY, 2 OCT 2015
... investment committee said China does not appear to be in an overall hard landing despite struggling to transition to a more balanced economy. "Certainly, the recent volatility in its equity market and the yuan has lessened confidence in the country's ...

PROFILE: SSGA head of Investment Solutions Group Mark Wills

LAURA MILLAN  |  THURSDAY, 20 AUG 2015
... State Super, the superannuation scheme for NSW government workers. "I learned to do basically what I do now. I ran a balanced portfolio where we had bonds, equities and cash." After NSW State Super, he had a number of jobs on both the buy and sell side ...

AustralianSuper posts double digit returns

DARREN SNYDER  |  TUESDAY, 7 JUL 2015
AustralianSuper's balanced investment option recorded its third year of double digit returns during 2014-15, reflecting the benefits of an increased focus on active and internal management of assets. After taxes and fees the AustralianSuper balanced ...

China's surging funds management market

ALEX DUNNIN  |  WEDNESDAY, 17 JUN 2015
... reinforcing this with HKFA figures showing equity funds account for 56% of retail inflows so far during 2015 compared to balanced funds that account for 22% and bond funds 19%. In 2012 the proportions were almost reversed with bond funds accounting for ...

Chief operating officer departs legalsuper

DARREN SNYDER  |  WEDNESDAY, 13 MAY 2015
... years. Legalsuper currently holds more than $2.5 billion in assets on behalf of 42,000 members. Members with the MySuper Balanced (formerly MySuper Growth) option have earned an average annual return of 8.9% between legalsuper's inception in 1989 and ...