Alternatives

Expert Analysis

Alternatives for AIDing portfolio objectives

Kerry Craig explores how AID – alpha, income and diversification – can help advisers with construction of their clients’ investment portfolios....

Funds management

European alternatives funds surpass €2t in AUM

European alternatives funds have surpassed €2 trillion in assets under management for the first time, with France and Germany standing out....

Funds management

Look to alternatives for over 20% returns

Almost half of funds in the alternatives sector have achieved positive returns over the year to 31 July 2020, and investing in the sector could improve risk-adjusted retu...

Funds management

Not a good time to ignore alternatives

Now is the time investors should look at increased allocation to alternative strategies to improve risk adjusted outcomes and liquid alternatives focused upon absolute re...

Tools & guides

Alternatives for income

With many fixed income options yielding less than 0%, core alternatives can provide stable income with a low correlation to equities, writes Pulkit Sharma and Jason DeSen...

Funds management

Equities to offer better long-term value

From a long-term perspective, equities will offer better value to investors than most other asset classes, according to DNR Capital....

Funds management

Balanced funds ‘flying blind’ in their allocations

Assets such as infrastructure are failing to provide defensiveness during sharp market downturns, according to Cor Capital. ...

Funds management

Powerwrap teams up with US platform provider

Powerwrap has secured a strategic partnership with alternative investment platform provider, Qualis Capital. ...

Policy & Regulation

Fixed term investment marketers in ASIC’s sights

Firms marketing fixed term investment products as a substitute for bank term deposits have been placed on notice by the Australian Securities and Investments Commission. ...

Funds management

Investors should look beyond traditional equity and bond allocations

Now is the time for investors to review their portfolios and consider a greater degree of diversification such as alternatives for income and growth, according to J.P. Mo...

Financial planning

Future of group purchasing bodies unclear

Firms looking to structure its group purchasing arrangements should look to alternatives as the group purchasing body relief might be replaced soon....

Features

The big alternative questions

Oksana Patron finds out how advisers can incorporate alternative investment strategies into their clients’ portfolio, what they need to understand about alternative inves...

Funds management

Aussie market abundant with ETF offerings

While the amount of exchange traded fund offerings has exceeded 200 there are still gaps for more offerings, according to ETF Securities....

Superannuation

Future Fund unsuitable to be national pension scheme

The large allocation towards private equity and alternatives and the fact that it has not performed any better than leading super funds makes the case hard for the Future...

Financial planning

Boutique fund manager expands its product offering

Boutique fund manager, Prime Value Asset Management, has broadened its product offering following the appointment of former Garrison’s financial planning founder, John Si...