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Showing 1 - 10 of 168 results for "Total Portfolio"

Guardians farewells head of asset allocation

MATTHEW WAI  |  FRIDAY, 7 AUG 2026
... Hyde for his contribution. "Charles has expertly guided the evolution of the super fund's globally-influential total portfolio approach and recently finalised a series of important investment governance reviews, including the five-yearly review of the ...

Special Feature: Beyond safekeeping

BRENDAN SWIFT  |  MONDAY, 27 JUL 2026
... global and private markets exposure. Funds are also shifting from traditional strategic asset allocation toward a total portfolio approach and need a consolidated, near-real-time view of everything they own. Creating that view remains what State Street ...

UniSuper, Aware Super deliver positive returns

RIDDHIMA TALWANI  |  WEDNESDAY, 8 JUL 2026
... period. Aware Super said diversification provided a buffer against market volatility with approximately 25% of the total portfolio in private markets, including infrastructure, private equity and unlisted property. Aware Super head of investment strategy ...

TCorp chief investment officer retires

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... Rob Kenna said Brentnall played a pivotal role in the development and implementation of the organisation's total portfolio approach investment model and its successful application to client portfolios. "Together with the investment leadership team ...

Investors back active management

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... said diversification was becoming more sophisticated. "Diversification today needs to be thought about at the total portfolio level, not just within individual asset classes," Mullins said. "The objective is to build a portfolio where different components ...

Asset owners staying invested in the US: Morningstar

RIDDHIMA TALWANI  |  MONDAY, 1 JUN 2026
... globally, including 12 across Australia and New Zealand. Asset owners in Australia and New Zealand are pursuing a total portfolio approach to address continued global market volatility, policy uncertainty and the disruptive impact that artificial intelligence ...

'Shockproof' portfolios integrate geopolitical risks: CIO

KARREN VERGARA  |  THURSDAY, 28 MAY 2026
... investments opportunities, rather, finding ways to build protection and resilience around them. Diversification from a total portfolio perspective, he said, is one way. Furthermore, investors should not ignore the speed at which assets respond to front-page ...

Performance test reforms to curb benchmark hugging: Treasury

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... social and affordable housing, for example, are poorly represented in the benchmarks. Another option is to assess total portfolio risk-adjusted returns using a simple reference portfolio. "This represents a departure from the current approach, which ...

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

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... range of indexation being around 20%-65%. Active and indexed exposures stood at 49% and 44%, respectively, with total portfolio costs mostly contained between 0.30% and 0.75%. However, across the portfolios analysed, Vanguard said there is a "long tail" ...

HESTA snags TelstraSuper investment leader

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... asset classes, including internal management, which will be invaluable for HESTA as we continue to leverage our total portfolio approach," she said. "Her deep knowledge and trusted leadership will be invaluable as we continue to evolve, internalise and ...
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