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.
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.
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.
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.
Russel Pillemer (Pengana Capital) and Zivan Wong (MLC) take a closer look at attractive investment benefits with private equity & private credit investments.
Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios
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.
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.
Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.
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.
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
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
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
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
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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