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Showing 861 - 870 of 1707 results for "Asset Allocation"

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... same balance into a managed accounts portfolio delivered a significantly higher weekly income. In the study, an asset allocation split comprising Australian and international equities (35%), term deposits (15%), an income fund (25%)and the Mason Stevens ...

SMSFs combating low rates with hybrids

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... hybrids as an alternative source of income returns. The latest SuperConcepts SMSF Investment Patterns Survey shows asset allocation to the fixed interest sector grew from 12.2% to 12.8% over the September 2016 quarter, attributed largely to allocation ...

New IOOF funds receive 'recommended' rating

DARREN SNYDER  |  THURSDAY, 3 NOV 2016
... offer a combination of investment strategies and focuses on specialist manager research underpinned by dynamic asset allocation. The series includes exposure to sub-sectors such as Australia equity small caps and emerging markets. IOOF chief investment ...

SMSF trustees remain prudent investors

DARREN SNYDER  |  WEDNESDAY, 2 NOV 2016
... returns outperformed all other alternative superannuation arrangements. "Although in recent times, the predominant asset allocation of SMSF trustees has not performed as well compared to alternative funds, it is still within reach. APRA statistics for ...

Future Fund surges to $123 billion

ALEX DUNNIN  |  MONDAY, 31 OCT 2016
... assets which now stands at 31%. But offsetting this, the Future Fund holds a very high 22% weighting to cash. This asset allocation, boosted by its lower cost structure as it has no members and it is exempt from paying Australian tax on its investments ...

The changing role of ETF model portfolios

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
In a world where markets are volatile and returns are low, the choice of investment products and underlying asset allocation has never been more important in achieving client goals. According to head of SPDR ETFs at State Street Global Advisors (SSGA) ...

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... as also being a great benefit for existing advisers. Where technology can streamline client administration and asset allocation, advisers are able to spend more time attracting new clients and providing the 'human face' that will continue to be an essential ...

Advisers must understand psychological differences

KERRIE SYDEE  |  WEDNESDAY, 19 OCT 2016
... and jumps to about 6% for those aged between 60-80. The research also found that female investors change their asset allocation 20% less frequently than men. Kulatunga, said this demonstrates that women's lower super balances are not only impacted by ...

JANA strengthens consultancy team

JAMIE WILLIAMSON  |  TUESDAY, 18 OCT 2016
... Surridge's new role involves interacting with trustees, investment committees and other key stakeholders covering asset allocation, asset class structuring and manager selection. Prior to joining JANA, Surridge was senior investment strategist at the ...

Yale returns 3.4 pct

ALEX DUNNIN  |  FRIDAY, 7 OCT 2016
... performance added $7.1 billion of value in the form of increased spending and enhanced endowment value." YEF's asset allocation is 19% in equities, 13% in property, 8% in bonds and cash with the remaining 60% in absolute return funds, venture capital ...