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PORTFOLIO MANAGEMENT
Superannuation
When moving beyond ongoing high allocation to cash and fixed income, trustees of self-managed superannuation funds (SMSFs) should consider the benefits of diversifying in...
Superannuation
Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....
Funds management
New data from Towers Watson has found that its clients have increased their allocation to hedge fund and private market strategies by 70 per cent since 2010, finishing th...
Funds management
Investors should consider adding a “stability bucket” to a portfolio to help protect against downside risk, according to Chris Marx, portfolio manager of AllianceBernstei...
Funds management
First State Investments will soon measure the impact of environmental, social and governance (ESG) issues on its portfolios, says global head of responsible investment Wi...
Funds management
Applying economic, social and governance (ESG) criteria to the construction of a sovereign debt portfolio can help to minimise reputational risk, according to a new repor...
Funds management
van Eyk has warned advisers and clients not to jump into any investment decisions based on New Year predictions....
Funds management
Financial adivsers must understand the interplay between different client objectives and how they impact each other, according to Lonsec’s Lukasz de Pourbaix....
Funds management
A new report by Vanguard Investments has warned investors not to lose sight of properly diversifying their portfolio in the search for higher yield....
People & Products
Elan Miller has been appointed senior portfolio manager of Pengana Capital's Australian Equities Market Neutral Fund....
Financial planning
Investment house EC Pohl & Co has announced the acquisition of Pinnacle Private Equity, the latest investment venture of former Hyperion Asset Management managing directo...
Editorial
Timing is everything – and savvy investors are exploring the industry’s intricacies before dishing the dosh to active managers to get results. Janine Mace adjudicates. ...
Editorial
Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...
Editorial
Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...
Financial planning
Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...