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Showing 81 - 90 of 1705 results for "Asset allocation"

Legalsuper updates investment, insurance fees

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
Legalsuper has introduced several changes to its investment options' objectives and fees, as well as some insurance costs. Effective September 1, the Conservative option will change its investment objective from outperforming an average annual return ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... the trustee or a connected entity has no control over the investment management and does not set the strategic asset allocation. MySuper holds the lion's share of member savings with $1.2 trillion. Non-platform TDPs have $432 billion and platform ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... 12 months, according to its formula, which includes five different metrics. The formula includes appropriate asset allocation (1.3%); behavioural coaching (3.1%); and tax planning (1.2%), while guidance on financial trade-offs, and expertise were considered ...

In race for talent, Frontier Advisors beefs up senior ranks

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... said that Berriman, who joined the group over two years ago, has been instrumental in the capital markets and asset allocation team, leading the oversight of portfolio design, capital market assumptions and system development integration. Meanwhile ...

Special feature: Hunting for value

LACHLAN COLQUHOUN  |  MONDAY, 18 AUG 2025
... credit. "Now you are getting less income from holding your cash in a bank, and I think there is still quite a large asset allocation shift to come at some point, whether that is de-risking out of areas like private credit." Investors have become used ...

High-risk super options pay off: Morningstar

ELIZA BAVIN  |  THURSDAY, 14 AUG 2025
... highlights the benefits of long-term diversification. "The quarter results highlight the benefits of long-term asset allocation and the responsiveness of superannuation portfolios to global market movements," Olsen said. "Despite a soft first quarter ...

Former Qantas Super investment chief lands new gig

MATTHEW WAI  |  WEDNESDAY, 6 AUG 2025
... investment officer. Omnia Capital Partners has welcomed Spence, where he will lead portfolio construction and asset allocation and grow the firm's institutional grade investment capabilities. Spence brings more than 30 years' investment experience across ...

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... tailored practical outcomes. Jain brings over 15 years' experience across manager research, portfolio design and asset allocation. Most recently, Jain was the principal at Evidentia, following a four-year stint at Zenith Investment Partners as a ...

Prime Super bolsters investment team

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... market research and multi-asset commentary and conducted analysis of equity market risk premiums to inform dynamic asset allocation strategies. Before that, he was a senior investment analyst at Media Super, reporting to McQueen. The investment professional ...

VFMC farewells asset allocation lead

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
Following the departure of VFMC's head of portfolio strategy and asset allocation Leanne Taylor, senior portfolio manager Kuek Chyuan Low has stepped into the role in an interim basis. Taylor resigned from the role she held since 2022. She told ...