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Showing 21 - 30 of 125 results for "asset allocation"

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024  |  NEWS
... at Insignia as a portfolio manager, looking after model portfolios, managed accounts, investment strategy and asset allocation. Before that, he spent two years with Challenger's Fidante Partners division and at Morgan Stanley's investment management ...

Green investors face short-term bumps

ROSE MARY PETRASS  |  FRIDAY, 29 NOV 2024  |  NEWS
... future scenarios. Robeco multi-asset strategist Peter van der Welle stressed the need for flexibility in multi-asset allocation. "The possibility of a stagflationary twist arising from trade policies could prove to be a powerful cross-current in an otherwise ...

Green Moves: NorthStar Impact, Aboriginal Investment NT, Care Super

ROSE MARY PETRASS  |  THURSDAY, 14 NOV 2024  |  NEWS
... Ethical CIO David Macri has left Mason Stevens to move to NorthStar Impact Funds. After just over a year as head of asset allocation at the specialist wealth management platform operator, he will now take up a new position as executive director and portfolio ...

Future Fund restructures investment leadership

KARREN VERGARA  |  FRIDAY, 13 SEP 2024  |  NEWS
... Murray remains in his post but will have new portfolio design responsibilities that include alternatives, dynamic asset allocation, overlays and treasury, economics and capital markets, and portfolio integration teams. David Bluff and Tammi Fisher will ...

Mercer Super cops landmark $11.3m greenwashing penalty

KARREN VERGARA  |  TUESDAY, 6 AUG 2024  |  NEWS
Mercer Superannuation Australia has been slapped with a whopping $11.3 million penalty by the Federal Court on the back of an ASIC-led greenwashing investigation. Mercer was found to make misleading statements on its website about seven Sustainable ...

Prime role for AI in impact decisions

ROSE MARY PETRASS  |  TUESDAY, 16 JUL 2024  |  NEWS
... presents unique challenges, particularly in the areas of impact measurement and management, and ultimately in asset allocation for institutional investors. AI can help "identify and assess potential investments, streamline due diligence processes, and ...

Geopolitical risks push APAC family office allocations locally

KARREN VERGARA  |  MONDAY, 27 MAY 2024  |  NEWS
Geopolitical risks are dictating how family offices in the Asia Pacific invest as more intend to shift asset allocations to their home regions, according to UBS. Family offices surveyed in the UBS Global Family Office Report across the Asia Pacific ...

Institutional investors shift gears amid "new market regime"

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024  |  NEWS
... Nuveen's latest global institutional investor survey shows that investors are adjusting risk management and asset allocation strategies due to geopolitical tensions, higher rates, market volatility, and upcoming elections, with three themes dominating ...

Upward trends continue despite ESG backlash

ROSE MARY PETRASS  |  MONDAY, 4 MAR 2024  |  NEWS
... performance of renewable energy stocks. Aversion to ESG investing, driven by political motives, has impacted asset allocation in the US - particularly in red states, where US state government-controlled investment funds see ESG regulation as uncertain ...

Sustainable, ethical super products fail performance test

RACHEL ALEMBAKIS, JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023  |  NEWS
... said. "... In the meantime, we have already made a range of changes to this option's investment strategy and asset allocation which we believe will improve its performance." ART said around 8,500 members are in the QSuper Socially Responsible option ...