investing

  • Portfolio considerations outside listed markets

    Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

    Investing outside of listed markets can provide investors with opportunities, Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.

     

  • Portfolio customisation: Models with tailoring

    Portfolio customisation: Models with tailoring

    Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

     

  • Practical implementation of managed accounts

    practical considerations about implementing managed accounts in a financial advice business.

    Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.

     

  • Private market equity opportunities

    Private market equity opportunities

    Kieran Canavan (Centric/Findex Group) and Adam Myers (Pengana Capital)

    discuss their approaches to providing investors with solutions to access opportunities in private market equities.

     

  • Private markets: A way to optimise portfolios

    Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at private equity & private credit.

    Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.

     

  • Real assets: A positive long-term story

    real assets offer investors diverse opportunities to access a range of assets that can deliver income, inflation protection

    Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios

     

  • Retirement portfolios: Solutions for a new world

    considerations for advisers to help them navigate the complexities of retirement planning

    Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.

     

  • Risk isn’t always a bad thing

    The implementation of risk management strategies in managed account portfolios can be challenging.

    Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management.

     

  • Structural themes to drive portfolio returns

    Deanne Baker (Lonsec) and Lin Ngin (JANA) discuss key structural drivers in 2024 that will impact portfolios over the long-term

    Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.

     

  • Tackling the issues of investment management

    Tackling the issues of investment management for managed accounts

    Daniel Micallef (Aoris), Kieran Canavan (Centric), Robert Talevski (Activam), and Dale Pereira (Pendal) take a close look at the investment side of a managed accounts program, and what the future holds.

     

  • Targeting high-net-worth validators

    Targeting high net worth clients

    Martin Morris (Centric) provides insights into the growth of high-net-worth investors, including what drives their behaviour towards investing, and thoughts on how advisers should approach this cohort of sophisticated investors

     

  • The contrarian mindset: The battle against behavioural biases

    Lukasz de Pourbaix (Fidelity International) explains why investors should consider contrarian strategies in a portfolio

    Going against our behavioural instincts is difficult and it’s no different for contrarian investing. Lukasz de Pourbaix (Fidelity International) explains why investors should consider contrarian strategies in a portfolio

     

  • The Holy Grail of private markets for managed accounts

    As an asset class, private markets present a compelling case for investors

    Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets path

     

  • The role of advisers in monitoring underperformance

    ASIC The role of advisers in monitoring underperformance

    Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance

     

  • The role of alternatives in portfolios

    Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets

    Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets and illiquid assets can fit into a portfolio

     

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