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Showing 871 - 880 of 1707 results for "Asset allocation"

Passive investors probably not Marxist parasites: MSCI

ALEX BURKE  |  FRIDAY, 30 SEP 2016
... two important dimensions of how institutional investors use so-called passive instruments: to implement active asset allocation decisions and, through allocations to smart beta, as ways to correct or benefit from systematic mis-pricing. "In reality ...

Lonsec increases global exposure

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
Lonsec has shifted the strategic asset allocation weights for its traditional balanced risk profile in order to meet investment objectives. As part of its recent strategic asset allocation review, the investment firm made downward adjustments to its ...

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
IOOF has introduced a new automatic re-weighting function to its Pursuit platform. The new feature, available through Pursuit's Portfolio Online portal, allows advisers to choose between re-weighting client's portfolios to a desired percentage or to ...

J.P. Morgan overtakes NAS in AUC

KERRIE SYDEE  |  MONDAY, 26 SEP 2016
... representing close to 183% of the capitalised value of ALL Ordinaries and highlights the growing need for alternative asset allocation and foreign markets. Of the $2.95 trillion AUC, $2.05 trillion represents Australian assets, a 3.1% increase from the ...

A new narrative for diversification: Western Asset

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
... a broad portfolio it may help to dampen overall portfolio volatility for the investor. Even from a strategic asset allocation perspective, Macro Ops helps to divert lower volatility in an overall portfolio." Abard reiterated that an unconstrained fund ...

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
... financial advisers to provide clients with holistic advice in minutes. Unlike other robo platforms that focus on asset allocation, Optimo Pathfinder Online will allow advisers to deliver comprehensive strategic financial advice to clients in areas such ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... talk that way with anyone else, and all of a sudden you're landed in front of an adviser and start talking about asset allocation and risk profiling." Perkovic suggests this "abstract" approach to retirement income (and outcomes) is not only alienating ...

Alpha-beta split allows better asset allocation

DARREN SNYDER  |  THURSDAY, 8 SEP 2016
... it has strategically split its investment portfolio between alpha and beta to better monitor performance and asset allocation. Although not a new concept, First State Super has moved to an alpha and beta split over the last couple of years because it ...

Hedge fund, PE allocations drive super fees: study

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... superannuation funds to make it easier for performance to be compared on a risk-adjusted basis. In addition to asset allocation details the study proposes superannuation funds should disclose: returns earned for each asset class; investment fees charged ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... structures available in meeting these objectives. The paper also highlights how advisers can construct and manage the asset allocation of diversified portfolios in any market and any client financial situation.