Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 981 - 990 of 1707 results for "Asset Allocation"

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
... Parent group Findex (which acquired Centric in 2014) elected not to renew, appointing SSGA as its new tactical asset allocation services provider. Speaking to Financial Standard, Philo Capital joint chief executive Brett Sanders said Centric was "on ...

Mutual Trust makes two senior appointments

STAFF WRITER  |  MONDAY, 15 JUN 2015
... He has more than 20 years' experience in advising families, private individuals and foundations on strategic asset allocation, portfolio construction, risk management and investment policy. Leading Mutual's team of taxation consultants is Paul Hockridge. ...

FEATURE: Defending wealth

STAFF WRITER  |  TUESDAY, 9 JUN 2015
... subsidiary fund manager of Legg Mason, Martin Currie Australia has had to face the fact that "when it comes to asset allocation, the transition to retirement has changed quite sharply." Baylis explains that "the challenge for retirees today is coming ...

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
... new investment for their fund over the past year, and 38% had also made a "substantial shift" in their SMSF's asset allocation during that period. AMP Capital head of self-directed wealth and SMSF Tim Keegan argued this represents a major opportunity ...

SMSFs need more investment diversity: FinaMetrica

DARREN SNYDER  |  MONDAY, 1 JUN 2015
... posing more danger. He said SMSF investors need to ensure they have "a greater geographic diversity with their asset allocation." "While the ABS Managed Funds data reveal Australian superannuation funds are finally reducing their deposits, SMSFs continue ...

InvestSense launches asset allocation guide

MARK SMITH  |  TUESDAY, 26 MAY 2015
... Economic Summary looks at short-term indicators that tend to be quickly discounted by markets." In its latest asset allocation model, InvestSense highlights the fact that bonds cannot be relied upon to provide diversification benefits during poor economic ...

Smart beta here to stay, research confirms

LAURA MILLAN  |  FRIDAY, 22 MAY 2015
... combination of low volatility and multi-factor strategy is among the most evaluated. When it comes to strategic asset allocation, exchange traded funds (ETFs) are the most demanded among respondents with less than $1.2 billion in assets under management ...

Australia's super pool now more than $2 trillion

DARREN SNYDER  |  THURSDAY, 21 MAY 2015
... Quarterly Superannuation Performance publication which now includes the financial performance, financial position, asset allocation and other selected statistics for each super fund type - corporate, industry, public sector and retail. The publication ...

Investec launches multi-asset fund for instos

STAFF WRITER  |  MONDAY, 18 MAY 2015
... fund targets returns of Australian CPI+5% with half the volatility of global equities. It focuses on dynamic asset allocation across a range of assets including equities, fixed income, currencies, commodities, infrastructure and broader alternative assets. ...

SSgA appointed to rebuild Findex investment strategy

LAURA MILLAN  |  MONDAY, 11 MAY 2015
... streamlining Findex's business structure and operating model, as well as reviewing its administration, investment and asset allocation research. Findex's brands currently include Financial Index Wealth Accountants, Centric Wealth, Crowe Horwath Australasia ...