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Showing 1 - 10 of 129 results for "SAA"

Investor demand for infrastructure asset mandates intensifies: bfinance

MATTHEW WAI  |  TUESDAY, 19 MAY 2026
A new analysis shows momentum in private market search activity for real assets, including infrastructure, remained strong among institutional investors in the first quarter of 2026, despite private markets slowdown. According to bfinance's Q1 2026 ...

VanEck unveils new range of active ETFs

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... class breadth access and investments beyond market beta, while leveraging institutional grade strategic asset allocations (SAA) which will be updated quarterly. They will also provide granular and refined exposure through each asset class. "... such ...

JBWere makes senior advice hires

STAFF WRITER  |  WEDNESDAY, 15 APR 2026
JBWere has named an executive, advice and head of advice for NSW/ACT. Daniel Walsh has been appointed executive, advice at JBWere following several years in Morgan Stanley's wealth management division as an executive director and NSW state manager. ...

Prime Super closes two options

KARREN VERGARA  |  WEDNESDAY, 25 MAR 2026
... expected risk and return outcomes given prevailing market conditions, and therefore made changes to strategic asset allocations (SAA). Subsequently, as of 1 January 2026, the SAA for MySuper Accumulation members, for example, saw Growth assets allocation ...

MA Financial backs FundBox's Australian expansion with $100m facility

RIDDHIMA TALWANI  |  THURSDAY, 22 JAN 2026
MA Financial will support the expansion of FundBox, a US fintech platform helping small and medium businesses (SMB) get fast access to capital, into Australia through a $100 million lending facility to support its local warehouse infrastructure. FundBox ...

Equity managers' research most reliant on AI: Report

KARREN VERGARA  |  FRIDAY, 9 JAN 2026
Australian and global equities fund managers are increasingly relying on generative artificial intelligence (AI) for their research, with the latter saying it is no longer an "additive" but an integral part of this function, new analysis shows. Frontier ...

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
The former deputy chief investment officer of Cbus will lead NAB Private Wealth and its subsidiary JBWere as investments chief in 2026. Alexandra Campbell is the new chief investment officer for NAB Private Wealth and JBWere. The parent company has ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
JBWere's clients are now provided with customised insights on the risk and return characteristics of their investment portfolios through BlackRock's comprehensive analytic platform, Aladdin Wealth. The partnership marks the first Australian bank or ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
HUB24 has taken an equity stake in Finura Digital, the parent company to Advice Designer, a SaaS platform that helps financial advisers automate their advice production processes. In addition, HUB24 will introduce myhub, an "ecosystem concept" being ...

CalPERS adopts total portfolio approach

JAMIE WILLIAMSON  |  TUESDAY, 18 NOV 2025
... incorporate energy transition considerations into decision making. To date, the fund has operated a strategic asset allocation (SAA) model whereby the board periodically allocated set amounts to each asset class. Under the TPA model it will look at which ...
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