ASSET ALLOCATION

Editorial

What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...

Editorial

Allan Gray Australia's Johan de Lange says investors should not be settling for less but demanding better returns from their fund managers....

Editorial

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

Superannuation

WHK is in the process of assessing super fund IT providers to help the group improve its SMSF client services....

Editorial

Matt Drennan writes that much of the debate about investment markets and methodologies overlooks the importance of client needs....

Financial planning

A panel of experts including Stephen van Eyk will next month traverse the thorny issue of the signs advisers will need to recognise when looking to move clients back into...

Editorial

Investors naturally want to maximise return, but they need to do so in a way that moderates portfolio risk. Dr Stephen Nash explores the benefits of active switching betw...

Editorial

With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....

Editorial

It is no surprise investors and financial advisers are confused in what has become a dysfunctional economic and investment environment, according to Dominic McCormick....

Editorial

The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains....

Funds management

Modern portfolio theory still has a place in portfolio construction, but fund managers have been taking the wrong approach, according to Pinnacle Advisory head of researc...

Financial planning

In a stagnating Australian economy, institutional investors are taking a more dynamic approach to their asset allocation, according to research by AXA Investment Managers...

People & Products

Centric Wealth, through its relationship with Philo Capital Advisers, has retained Dr Don Stammer as a non-executive expert....

Editorial

Julian Robertson suggests a practical strategy when introducing money into the market and another for managing existing portfolios....

Superannuation

New research commissioned by Principal Global Investors points to investors being focused as much on risk as returns....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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