asset allocation

Funds management

The rocky investment markets of 2011 made life difficult for multi-sector managers, and Schroders was one of the few asset allocators to add value in the adverse conditio...

Funds management

Schroders' lands another win

The Schroder Real Return Fund has taken out this year’s Asset Allocator of the Year award as part of the 2012 Money Management/Lonsec Fund Manager of the Year awards....

Funds management

BT sees renewed interest in geared equity investing

BT has launched two products aimed at investors who wish to borrow to invest in equities....

Superannuation

Equity in superannuation debate promotes SMSF benefits

Recent questions around superannuation funds' exposure to equities have promoted the benefits of self-managed super funds in delivering flexibility, according to the SMSF...

Superannuation

Superannuation allocation debate reflect SMSF benefits

Recent debate around asset allocation in super and funds' exposure to equities has promoted the flexibility of self-managed super funds, according to the SMSF Professiona...

Editorial

Are SMSFs on a path to disaster?

There is considerable asset allocation bias with SMSF trustees. This is likely to lead to disappointing performance at best, and widespread disasters at worst, according ...

Superannuation

Co-contribution change could affect insurance strategies

Clients who have relied on the superannuation co-contribution to fund their insurance premiums could be faced with a shortfall from 1 July this year, according to IOOF te...

Superannuation

SMSFs to defy doomsayers with continued growth

Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...

Editorial

Multi-asset funds shift their approach

As many traditional multi-asset funds disappointed during the GFC, recent times have seen many managers diversify. Deanne Fuller examines the sector....

Funds management

Fund manager thinking is flawed, says Perpetual

The failure of the investment industry to deliver what investors needed over the past decade is down to a focus on stock selection at the expense of asset allocation, acc...

Superannuation

Flexibility remains SMSF's trump card

Investment returns aside, flexibility remains one of the greatest attractions of SMSFs, according to Plaza Financial principal Peter Hogan....

Editorial

Understanding risk in asset allocation: cash, bonds and equities

Elizabeth Moran looks at the broad risk-and-return characteristics of three investment classes: cash, bonds and equities in the Australian market between October 1989 and...