Pension fund investment pool's overseas stock portfolio records negative returns for second consecutive month, down 1.65% year-to-date, while bond portfolios continue to perform well amid economic uncertainties.
#YonhapInfomax #PensionFundInvestmentPool #OverseasStocks #NegativeReturns #BondPortfolios #AssetAllocation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=64256
#AssetAllocation
NH-Amundi Asset Management recommends 4% withdrawal rate and 40% stock allocation for stable retirement fund management, emphasizing the importance of balancing longevity risk and inflation protection.
#YonhapInfomax #RetirementPlanning #PensionManagement #AssetAllocation #WithdrawalRate #TargetDateFunds #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=63330
Didim Fund, launched by KOFIA for retirement pensions, surpasses 200 billion won AUM in 7 months, showing strong performance amid market volatility with average 3.5% return and top funds reaching 6.3%.
#YonhapInfomax #DidimFund #KOFIA #RetirementPension #AssetAllocation #InvestmentPerformance #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=63104
Kudos to https://www.portfoliovisualizer.com - they don't pay me to endorse them, I'm just a fan.
#resources #investing #finance #tools #portfolio #assetallocation
Hanwha Asset Management's PLUS TDF2060 Active ETF leads TDF ETF market with 33.16% two-year return, maintaining 80% equity allocation until 2030 for long-term investment advantage.
#YonhapInfomax #TDFETFs #HanwhaAssetManagement #RetirementInvestment #AssetAllocation #LongTermPerformance #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=61194
🎯 Strategic Asset Allocation (SAA) = set long-term target weights and stick to them. It drives most portfolio outcomes, yet many still chase noise.
Key steps:
— map goals & risk capacity
— diversify across uncorrelated assets
— rebalance on schedule or % bands
Full 101 + sample models 👉 https://acclimetry.com/strategic-asset-allocation-101-building-a-long-term-portfolio-strategy/
Risk parity portfolios balance risk contributions rather than capital allocations. Mathematically, this means weighting assets by the inverse of their volatility, potentially yielding more stable returns across market regimes. #RiskParity #PortfolioMath #AssetAllocation
Former BOK official warns of potential exchange rate volatility during U.S. negotiations, emphasizing changing foreign exchange market dynamics and asset allocation strategies.
#YonhapInfomax #ExchangeRateVolatility #ForeignExchangeReserves #USTariffs #AssetAllocation #DollarWeakness #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=57905
Expert calls for governance reform and higher target returns to ensure sustainability of South Korea's National Pension Fund amid global challenges in pension systems
#YonhapInfomax #NationalPensionFund #GovernanceReform #TargetReturn #AssetAllocation #PensionSustainability #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=57849
BlackRock CEO Larry Fink proposes 50/30/20 portfolio strategy, marking shift from traditional 60/40 model amid increased market uncertainty and focus on alternative investments
#YonhapInfomax #BlackRock #LarryFink #PortfolioStrategy #AlternativeInvestments #AssetAllocation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=56757
Korea Teachers' Credit Union reports 11.1% fund return in 2024, marking 11 years of surplus with 721.6 billion won net profit and expanding global investments
#YonhapInfomax #KoreaTeachersCreditUnion #FundOperationReturn #NetProfit #OverseasInvestments #AssetAllocation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=55490
Balancing Long-Term Strategy and Short-Term Opportunities... Wrote an intro in the Acclimetry journal on how to think about Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA).
#TAA #SAA #StrategicAssetAllocation #TacticalAssetAllocation #AssetAllocation
We're aiming to launch v1 of Acclimetry in about 3 months. We've narrowed down the focus to "just" investment policy and asset allocation... If you currently share Asset Allocations or Investment Policy Statements with clients using spreadsheets I'd love to have a chat!
#FinTech #InvestmentManagement #AssetAllocation hashtag#SAA #TAA #InvestmentPolicyStatement
Global institutional investors show strong interest in private assets, with 66% planning to increase allocations over the next five years, driven by outflows from public assets and new funds.
#YonhapInfomax #GlobalInstitutionalInvestors #PrivateAssets #AssetAllocation #NuveenSurvey #AlternativeInvestments #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=55083
South Korea's National Pension Fund reform extends fund depletion timeline by 7 years, delaying domestic stock sell-offs and doubling fund size to 2,300 trillion won by 2048.
#YonhapInfomax #NationalPensionFund #PensionReform #FundDepletion #DomesticStocks #AssetAllocation #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=55055
Daishin Asset Management's 'Didim All-Round Asset Allocation' fund outperforms peers with 3.04% year-to-date return, leveraging AI-driven strategy amid market volatility
#YonhapInfomax #DaishinAssetManagement #DidimFund #AssetAllocation #GenerativeAI #InvestmentPerformance #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=54960
Morgan Stanley advises reconsidering traditional 60/40 portfolio strategy amid high stock-bond correlation and changing market dynamics, suggesting flexible asset allocation and focus on high-credit investments.
#YonhapInfomax #MorganStanley #PortfolioStrategy #StockBondCorrelation #AssetAllocation #MarketVolatility #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=54911
Hana Asset Management CIO advocates for differentiated currency hedging strategies across asset classes to reduce portfolio volatility, citing changing market dynamics and interest rate differentials.
#YonhapInfomax #CurrencyHedging #AssetAllocation #PortfolioVolatility #GlobalInvesting #InterestRateDifferentials #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=54400
Time to Look Abroad? 🌍
U.S. mega-caps feel overplayed and overhyped.
Emerging markets and international stocks might shine soon.
Smart investors go where the puck’s headed—not where it is.
#EmergingMarkets #AssetAllocation ⛳
Korea Investment Management CEO Bae Jae-kyu advocates patience amid tech stock volatility, recommends TDFs for long-term investment strategy in uncertain market conditions
#YonhapInfomax #KoreaInvestmentManagement #TechStocks #TargetDateFunds #AssetAllocation #NasdaqIndex #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=53708
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