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Showing 1 - 10 of 26 results for "Retirement Portfolios"

Number of Aussie investors hits record high

VINNY VUCAGO  |  THURSDAY, 15 OCT 2026
... found modest allocations to private assets could improve risk-adjusted performance in defined contribution retirement portfolios. Private equity and venture capital produced the highest risk-adjusted returns among the asset classes examined. CFA Society ...

Retirement portfolios need a new playbook: Real Asset Management

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
... underpinned its success have shifted," he said. "Advisers need to think differently about building resilient retirement portfolios." He said one of the biggest challenges was that defensive assets were no longer providing the same level of diversification ...

Advisers should rethink portfolio construction: La Trobe

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
... long-term opportunity, noting its contracted cashflows and inflation linked characteristics align well with retirement portfolios. Looking ahead, Watson said advisers should focus less on repeating past investment playbooks and more on building diversified ...

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
New research from Milford Asset Management challenges widely accepted investment principles, arguing retirement portfolios require a fundamentally different approach from those built during the accumulation phase. The paper, When Timing Becomes the ...

New SMSF industry body launches

KARREN VERGARA  |  THURSDAY, 19 JUN 2025
... knowledge-sharing and public-private consultation needed to incorporate aspects of the digital economy into diversified retirement portfolios, while ensuring trustees navigate digital economy opportunities with proper governance." Banton commented that ...

Complacency the biggest risk to retirement: Forum

CASSANDRA BALDINI  |  THURSDAY, 10 NOV 2022
The biggest threat to retirement portfolios could be complacency, Vertium Asset Management chief investment officer Jason Teh has told the Financial Standard Best Practice Forum on Retirement Income. Speaking at today's event, Teh warned bull markets ...

Retirement portfolios need a rethink: Research

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
A sufficient level of retirement income relies on income volatility as a measure of the risk of impaired living standards in retirement rather than asset return volatility, new research shows. New research from Franklin Templeton subsidiary Martin Currie ...

Lonsec increases allocation to Talaria

ELIZABETH MCARTHUR  |  MONDAY, 21 DEC 2020
... model portfolios. The allocations are across their conservative, balanced and growth portfolios. "The Lonsec retirement portfolios have up until now been defensively positioned and underweight both Australian and global equities," Lonsec said. "However ...

MyNorth bolsters managed portfolio offering

HARRISON WORLEY  |  TUESDAY, 18 FEB 2020
... real plus, and we're proud to be able to extend this access via the North platform users." Lonsec's three retirement portfolios - conservative, balanced and growth - are objectives-based, and are "constructed to manage the risks most relevant to investors ...

BetaShares defends Dividend Harvester ETF after critical report

ELIZA BAVIN  |  WEDNESDAY, 11 SEP 2019
... rating." In defence of the performance, BetaShares said: "The high yield of the fund can be advantageous in retirement portfolios, irrespective of whether the price decreases or not." Speaking to Financial Standard, BetaShares chief executive Alex Vynokur ...
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