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Showing 1 - 10 of 1705 results for "Asset Allocation"

First Super recruits head of investments from Prime Super

MATTHEW WAI | FRIDAY, 5 JUN 2026

... governance discipline and a proven ability to build high-performing teams," Everett said. "His experience across asset allocation, portfolio design and investment stewardship positions him to drive our investment strategy forward and deliver long-term ...

Family office succession takes back seat to investments

KARREN VERGARA | FRIDAY, 5 JUN 2026

... to support that, according to the new UBS Global Family Office Report. Among the 307 participants, strategic asset allocation, portfolio risk management and financial reporting are most often handled internally, keeping core decision-making and oversight ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI | TUESDAY, 2 JUN 2026

... carried out by Specialised Private Capital - and has appointed JPMAM as implementation manager for a tactical asset allocation (TAA) portfolio structure designed to improve portfolio efficiency and reduce costs. The mandate will help Findex and Specialised ...

MPC Markets partners with HeirWealth

VINNY VUCAGO | TUESDAY, 26 MAY 2026

MPC Markets has selected HeirWealth Atlas to power the portfolio reporting capabilities within its Mosaic client platform. The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents ...

Behavioural constraint is costing retirees greatly: Allianz Retire+

MATTHEW WAI | THURSDAY, 21 MAY 2026

... advisers can't meaningfully diversify away. While markets can be modelled and managed over time, traditional asset allocation strategies can't insure against the risk of outliving your savings," Kane said. "Guaranteed lifetime income is not a product ...

Investors rotate into fixed income as diversification demand grows: Capital Group

VINNY VUCAGO | MONDAY, 18 MAY 2026

... investment mandates, with 66% of investors seeking greater agility through measures such as expanding tactical asset allocation limits. Active management is also gaining favour, with 46% planning to increase the use of active strategies within fixed ...

Low fees a strong indicator of fund survivorship: Morningstar

RIDDHIMA TALWANI | FRIDAY, 15 MAY 2026

... result is consistent with the well-documented difficulties active managers face in adding value through dynamic asset allocation, given the inherent challenges of reliably forecasting market regimes," it said.

UniSuper makes investment changes for High Growth option

MATTHEW WAI | FRIDAY, 15 MAY 2026

UniSuper has updated its strategic asset allocations, weighing in on fixed interest and cash as a result of "prevailing market circumstances". For both the High Growth and Sustainable High Growth options, UniSuper has diverted concentration towards ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI | THURSDAY, 14 MAY 2026

... investment in FinCap to support the launch. The committee will provide independent governance and oversight of the asset allocation, portfolio construction and fund selection processes underpinning the private markets platform, which is designed to give ...

GSFM launches two global private markets funds

MATTHEW WAI | MONDAY, 11 MAY 2026

... private market managers." McIntyre added: "Until now, Australian investors have struggled to implement the same asset allocation discipline in their private investing as they do on the listed side. Everyone believes in diversification but it's difficult ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Financial Advice Association Australia

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With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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