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Showing 1 - 10 of 230 results for "Strategic Asset Allocation"

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 ...

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 ...

Performance test reforms to curb benchmark hugging: Treasury

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... represents a departure from the current approach, which assesses investment performance relative to a strategic asset allocation benchmark portfolio," Treasury said. "A simple reference portfolio would assess total portfolio returns against a risk-adjusted ...

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... between core and satellite, while calculating the risk they were willing to absorb. A strong core and strategic asset allocation remains the primary determinant of long-term outcomes. Satellites should enhance, not obscure, portfolio intent, she added. ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
... charitable endowments and foundations, UBS GWM offers advice and investment solutions for clients, across strategic asset allocation, discretionary portfolio management, portfolio risk management, investment governance, custody and reporting.

VanEck unveils new range of active ETFs

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
VanEck has created the Core+ ETF range, launching three new ETFs to provide investors and advisers access to smart beta and active strategies spanning Australian and international equities, fixed income and real assets. The Core+ suite, which consists ...

Prime Super closes two options

KARREN VERGARA  |  WEDNESDAY, 25 MAR 2026
Prime Super is closing two options following a recent review of its asset allocations. The Fixed Interest option will close from May 15. Members invested in the option will be able to switch out of it until May 22. Any members still invested in the ...

Perpetual names interim investment chief

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... fiduciary investing and previously held roles with ANZ and MLC, focusing on capital markets research, strategic asset allocation, investment manager selection and portfolio construction. Blunt also spent time at Liquid Capital Markets, a firm operating ...

Vanguard launches three new funds

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2026
... have an enduring role in investors' portfolios," Burns said. "And we are all about getting the strategic asset allocation right in your portfolio and building and compounding for decades." Burns said for investors who want an allocation to US equities ...

Super moves: Mercer, AusSuper, Future Fund, VFMC

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
... spent three years in client consulting and portfolio construction, advising institutional investors on strategic asset allocation. She began her career as a graduate data analyst in the e-commerce sector before moving to First Super as an analytics and ...
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