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Insights: Asset Allocation & Strategy Insights

David Carruthers is one of the authors of the Actuaries Institute's report on the Adequate Risk Measure

Actuaries Institute Argues for New Super Risk Measure

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Rob Hodge, CEO of InvestSMART Group

Bitcoin, Gaming and Gold ETFs Best Performers

Asset Allocation & Strategy, Equities, Private Wealth

Bitcoin, video games and gold ETFs are among the top performing ETFs in 2025, while healthcare, biotech and oil are among the worst

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2025 – The Year When Everything Went Up

2025 – The Year When Everything Went Up

Asset Allocation & Strategy

With most superannuation funds having reported their investment returns for the full financial year 2025, it is clear that it was a bumper year

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Andrew Fisher, Head of Investment Strategy at the Australian Retirement Trust

ART Targets Niche Equity Mandates

Asset Allocation & Strategy, Asset Owners

ART is looking to implement more niche equity allocations through an internally-developed completion capability that tightly manages the risk from such allocations

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Sue Brake and Stephen Gilmore Discuss Total Portfolio Approach

TPA is Hard, but Worthwhile

Asset Allocation & Strategy, Chief Investment Officers

Switching to a total portfolio approach can ruffle a few feathers among investors. Sue Brake and Stephen Gilmore reflect on some of the pain points and benefits of implementing this approach

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Dan Farmer, Chief Investment Officer, MLC Asset Management (Insignia Financial) Photo by Eugene Hyland/The Photo Pitch

MLC Finds Solace in DAA During Geopolitical Turmoil

Asset Allocation & Strategy, Asset Owners, Chief Investment Officers

In a year of geopolitical turmoil, MLC Asset Management has relied on dynamic asset allocation to hedge against some of the potentially devastating effects on investment portfolios. We speak to CIO Dan Farmer about examples of trades he implemented to mitigate these risks

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michael block bellmont 680

Are ETFs The Future?

Asset Allocation & Strategy, Opinion

ETFs allow investors in the private wealth sector to make asset allocation decisions that are usually reserved for institutional investors, Bellmont Securities’ Michael Block writes

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Maaike van Tol, Director of Portfolio Design, New Zealand Super

Building An Institutional Memory at NZ Super

Asset Allocation & Strategy, Asset Owners, Innovation

NZ Super is gearing up to combine a multitude of investment data models across the organisation into a central model-of-models, which should lead to better investment decisions and cost savings

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eggs in basket

Super Funds Seek Higher Return Through Dynamic Asset Allocation

Asset Allocation & Strategy, Asset Owners

Dynamic asset allocation has moved out of the shadow to become a key competitive tool for superannuation funds as they face pressures from peers and regulators alike

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The Triumph Of Hope Over Experience

Asset Allocation & Strategy, Chief Investment Officers, Opinion

Bellmont Securities CIO Michael Block weighs in on the passive vs active investment debate

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[i3] Asset Allocation Forum 2025 | Investment Innovation Institute

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. [i3] seeks to challenge traditional paradigms, instigate change as well as inspire new thinking . It will provide an independent platform for institutional investors and asset owners to be kept abreast of global thought leadership, latest ideas, academic research and best practices. By fostering interactive dialogues, encouraging debates and peer-to-peer sharing, [i3] creates an environment for investors to re-visit fundamental beliefs, challenge existing norms as well as embrace new ideas.

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