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Showing 1 - 10 of 163 results for "Total Portfolio"

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 ...

Rest strengthens investment approach, digital member services

MATTHEW WAI  |  THURSDAY, 16 APR 2026
Rest is bolstering its total portfolio approach with a new mandate, while appointing an executive to help grow its digital member services. Rest will implement UK-based Rimes' total portfolio view capability through its investment platform, Matrix ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
... Australian super funds. As at December 2025, ART had around $23.5 billion invested in PE, representing around 6% of the total portfolio at an aggregate level. For the high growth option, PE takes up around 8% of holdings, which Kamaru says is "quite ...

Channel Capital launches credit fund for wholesale investors

ELIZA BAVIN  |  TUESDAY, 24 FEB 2026
... head of Wellington Management Australia Caitlin Hollebone said. "We believe the fund may suit advisers seeking a total portfolio solution that aims to deliver higher-yielding opportunities while managing risk through cycles." Channel Capital will provide ...

Aware Super overhauls investment team structure

JAMIE WILLIAMSON  |  FRIDAY, 20 FEB 2026
... private markets, and defensive assets in a more connected operating framework. It said it is also supportive of the Total Portfolio Approach (TPA) to investing. The new structure is underpinned by the fund's whole-of-fund investment and data platform. ...

UniSuper adds five to its investment ranks

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
... have recently signed up. Rochelle Murphy is now with UniSuper's asset allocation team as a senior analyst, total portfolio analysis. She previously worked as an associate at Macquarie and as a quant at Westpac and Dalton Street Capital. Jack Hao ...
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