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
Read more: The Holy Grail of private markets for managed accounts
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.
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
Read more: The role of advisers in monitoring underperformance
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.
Illiquid assets continue to gain interest from both investors & advisers. Michael Karagianis (JANA Investment Advisers) & Danny Wong (Alteris Financial Group) discuss their respective approaches to illiquid investments.
Ashley Owen examines why CBA has been in the headlines of late for a few reasons – for re-taking the lead from BHP to be the largest ASX-listed company by market value, for being the most over-priced bank in the world, and also for having the most mysterious share price surge this year.
Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides insights into how to build a digital first culture within an advice business.
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.
Ashley Owen examines returns from the main asset classes & sectors for Aussie investors for the past two June financial/tax years, & his graphs show key data including inflation, exchange rates, commodities prices, & house prices.
Read more: Another good financial year for lazy investors! How did your returns stack up?
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