ASSET ALLOCATION

Superannuation

The latest SuperRatings data shows a steady trend toward more defensive assets as super members get older, reflecting the gradual shift in asset allocation determined by ...

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Financial planning

Ignition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation....

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Superannuation

SMSF trustee critics often forget SMSFs gain diversification through ETFs and listed and unlisted trusts and managed funds, according to the SMSF Association....

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Funds management

Improving economic conditions in Europe are not convincing wealthy investors from Hong Kong to boost their allocations to the continent....

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Funds management

The global financial crisis (GFC) shifted the conversation from just chasing returns on investments to managing risk. ...

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People & Products

Investment management firm PIMCO has appointed Dr Laura Ryan as vice president, client analytics....

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Funds management

Traditional asset allocation models are no longer guaranteed to perform in the current economic climate and should be abandoned in favour of models that use alternative a...

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News

Profitable investing in the post-Global Financial Crisis (GFC) environment requires far more than simple good luck or good management. Instead, a new paper by AMP Capital...

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News

The boom is over: long live the boom. A greying developed world, China’s slowdown and the faltering performance of the BRICS (Brazil, Russia, India, China and South Afric...

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Funds management

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take a...

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Life/Risk

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, w...

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News

Remember the halcyon period prior to the global financial crisis (GFC), when nearly all asset classes showed strong returns and choosing the right investment manager made...

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Funds management

CAER has signed an agreement with the Australian National University to provide it with ESG ratings and reports...

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Funds management

Planners have been cautioned about objective-based and lifecycle funds stating they may venture into risky assets that ignore investor’s particular needs....

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Editorial

While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...

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