Portfolio management: Looking through the advice lens
Jeff Mitchell (Infocus) and Chris Willaton (Akambo) talk about the implementation and resourcing of a portfolio management capability both within and outside of an advice business
Jeff Mitchell (Infocus) and Chris Willaton (Akambo) talk about the implementation and resourcing of a portfolio management capability both within and outside of an advice business
Mark Mazzarella, CFA — Head of Real Estate Securities at Dexus — and he will tell you that real estate investment trusts (REITs) are currently mispriced, creating genuine opportunities for investors.
AMP’s bi-annual North Managed Portfolios Insights Report finds managed portfolios are becoming the advice vehicle of choice for more practices across Australia, cementing themselves as a mainstay in adviser portfolios</>P
Alex Donald (Ironbark Investment Solutions), Chris Ogilvie (Invest Blue) and Alex Cousley (Russell Investments) discuss the challenge of integrating private market investments into investor portfolios
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