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Showing 1 - 10 of 1521 results for "Asset allocation"

Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... Hired three years ago, Cbus head of total portfolio management Mark Ferguson has departed. hE was responsible for asset allocation, capital markets and portfolio execution, and quantitative solutions teams. His appointment was part of the superannuation ...

REI Super updates Conservative option

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
... option." The Conservative option aims for net returns of CPI+0.5% per annum over three-year rolling periods. Its asset allocation is split across mainly in international bonds hedged (28%), Australian bonds (31%), and Australian shares (8%). The new ...

Performance test needs better metrics, durability

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... respect to investment performance and fees, it tends to focus on the investment implementation of the strategic asset allocation (SAA) aspect as opposed to the suitability of the SAA itself. It is also benchmark or indices focused. "This leads more funds ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... focus on ethical and socially responsible investing. However, although the investments may have a comparable asset allocation and risk profile, particularly in terms of growth and defensive assets, they won't be identical. Salaam will introduce three ...

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... manager due diligence and specialist consulting advice. Further, two members of the firm's capital markets and asset allocation team, Fisher Yu and Vivian Xu, have been promoted to the role of quantitative research consultant. The duo focuses on ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... portfolios where he will work closely with JANA's portfolio design team in the development of portfolios and asset allocation strategies for implemented consulting clients. JANA said both Simpson and Schnell bring extensive expertise and experience to ...

Super fund expenditure to be exposed

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... which APRA sought feedback on proposals to treat most of the data it now collects on fund expenses and detailed asset allocation information as "non confidential" and therefore available for publication. Starting from August, the new expenditure data ...

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
... long-term investment outcomes for our clients." Just last week, Funds SA confirmed the departure of its head of asset allocation. Brendan Hallett left the institution to return to the east coast; he had been in the role for three years.

AvSuper prepares members for merger, fee changes

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
AvSuper provided further updates on its merger with Australian Retirement Trust (ART), flagging to members that they will likely see investment, administration, and insurance fees increase. AvSuper will join the $280 billion ART with its 2.3 million ...

Funds SA asset allocation head to depart

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
Funds SA, the $42 billion public sector investment manager, has confirmed its asset allocation lead will leave the fund next month and take a short career break. Brendan Hallett said he wants to return to the east coast and and look for opportunities ...
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