Managing AustralianSuper’s Ballast in the Boat Asset Allocation & Strategy, Asset Owners, Women in Finance While allocations to equities and bonds can vary over time, as market conditions change and risk increases or decreases, mid-risk assets are intended to be the steady, ‘ballast in the boat’ for AustralianSuper. We speak to Jessica Melville about the evolution of this asset class Read More
Investing for the Long Term with LGT Crestone Asset Allocation & Strategy, Private Wealth LGT Crestone recently completed a comprehensive overhaul of its long-term, structural outlook and assessed the impact of this on its asset allocation strategy. We speak with Matthew Tan about the changes Read More
Growth of Credit ‘Slightly Unnerving’ Asset Allocation & Strategy, Fixed Income & Credit, Private & Alternative Markets The emergence of private credit as a new asset class is a positive development, but the rapid growth of it could spell some trouble down the road, Craig Dandurand says Read More
YFYS Takes Risk Management Tools Away Asset Allocation & Strategy, Chief Investment Officers, Private Wealth The introduction of the YFYS performance test and the subsequent move by super funds towards more passive strategies has put these funds in the difficult position where they are less able to protect members from large market draw downs, Bellmont’s Michael Block says Read More
Cbus Starts Phase II of DAA Program Asset Allocation & Strategy, Asset Owners Cbus Super has embarked on the second phase of its DAA program, extending it to include relative value trades Read More
Portfolio Optimisation at Cbus Asset Allocation & Strategy, Asset Owners, Chief Investment Officers Cbus Super is preparing to quadruple the size of its portfolio optimisation program over the next 12 months, following the appointment of Justin Pascoe Read More
Don’t Predict Crises, Prepare Asset Allocation & Strategy, Leadership & Management State Super’s defensive overlays helped the fund remain positive during the COVID turmoil, CEO John Livanas says Read More
NZ Super Scales Back Risk Budget of Tilting Program Asset Allocation & Strategy, Asset Owners NZ Super has reduced the risk budget for its strategic tilting program, but this should not be seen as a scaling back of the program Read More
Addressing Non-stationary Risk Asset Allocation & Strategy, Asset Owners, Private Wealth The relationship between risk and return is seldom static for long, but most strategic asset allocation processes pretend that it is. Tactical asset allocation can help address this issue, Sandhurst Trustees’ Thad McCrindle says Read More
