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

Search Results

Showing 81 - 90 of 180 results for "Asset allocations"

Are SMSF investors too conservative?

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... the Association said. "These preferences lead to members in retirement phase having more liquid and less risky asset allocations and lower investment returns. We understand that the Commission did consider addressing this issue through creating a separate ...

Super fund shortlist practically advice: IOOF

JAMIE WILLIAMSON  |  THURSDAY, 19 JUL 2018
... the metrics under which the list is compiled. That said, the measurement of returns, accounting for different asset allocations, consideration of fees, consideration of non-financial aspects of super, and measuring a product or fund's history of ...

Family offices maintain equity allocations: Study

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
... Exchange (FOX), which also runs an office in Sydney, found 65% of survey participants are relying on traditional asset allocations such as domestic equities and fixed income. Any move away from conventional portfolio construction is likely driven by ...

Willis Towers Watson bolsters senior management

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
... behind his appointment. James formerly worked closely with the Funds SA director of strategy to develop overall asset allocations and investment strategies for the fund manager's clients. "We're excited to have someone of Simon's calibre ...

CFSGAM cuts long-standing investment capabilities

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
... jurisdictions - Multi-Asset Solutions - Bespoke investment solutions based on strategic asset allocation and dynamic asset allocations methodologies The spokesperson added: "CFSGAM is committed to offering world-class investment capabilities to meet ...

Investment bonds see seismic shift: Zenith

ALEX BURKE  |  TUESDAY, 5 DEC 2017
... evolved to become an increasingly attractive proposition and have come a long way from the relatively fixed asset allocations between equities, bonds and property," Zenith senior investment analyst Dugald Higgins said. "Post the GFC there has been a ...

Asset managers must work on unique value

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... sector. Research from Cerulli Associates shows 58% of asset managers in the United States are currently offering asset allocations consisting entirely of their own underlying strategies, with Cerulli senior analyst Brendan Powers saying asset managers ...

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... Europe (17.7%) and nearly double those in North America (10.2%). When asked about their future intentions for asset allocations, most of the participating family offices are planning to maintain their current allocations to both developed-markets equities ...

UniSuper brings investment option in-house

EMMA RAPAPORT  |  MONDAY, 7 AUG 2017
... strategy. "We have flexibility in international management and we can make our own changes on the investment asset allocations ourselves," Brindle said, noting some of the benefits of internal management. "We don't need to go to any committee; we just ...

APRA cuts red tape on superannuation transfers

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... also for fund reserves. These different segments typically have very different investment strategies, and hence asset allocations, that reflect their different purposes and risk/return targets."