Are we entering a new age of accountability?
Orbis Australia’s managing director Jenny Josling has close to 30 years’ experience in the investment and funds management space and worked for Fidelity, Credit Suisse and Citibank before finding her home at Orbis. Here, she’s manages a team which applies a contrarian approach to stockpicking and is focussed on the alignment of interests between fund managers and end investors. Since its inception in 1989, Orbis now runs $38 billion in assets under management and has a worldwide team of over 400 professional in Bermuda, Hong Kong, London, San Francisco and Sydney.
The financial services industry is no stranger to scandal, yet despite years of regulation and reform there are still high levels of consumer dissatisfaction. Orbis Investments believes a misalignment of incentives is at the root of this problem, and the industry is taking some steps to address this. In this video, Jenny examines how incentives, regulation and compliance are impacting both advisers and investors, and asks if we’re entering a new age of accountability.
Want to learn more? Click here to take Jenny’s full course, worth 0.25 CPD hours. Or you can scroll down to learn what Jenny says about:
- The role advisers play in the information age
- The value of talking about money intergenerationally
- The structures that firms can put in place to help their advisers excel
Have We Reached the Tipping Point for Australian Investors?
Clients are better educated than ever before, with more information available to them at the touch of a button, however advisers still have a key role to play in helping them understand their own needs and behaviours. Managing Director for Orbis Investments (Australia), Jenny Josling, believes the onus is on the industry to provide transparent, useful information to clients and to ensure there is an alignment between clients’ individual needs and the advisers’ capabilities.
The Intergenerational Conversation: How Vital is it?
In an age where it’s now easier to access financial products and information than ever before, investors are more likely to make short-term decisions against their best interests. On top of this, there seems to be a reluctance to discuss wealth and money across generations which is leading to a loss of financial literacy and a need to re-learn some basic financial truths and lessons. Jenny Josling, Managing Director, Orbis Investments (Australia), examines how intergenerational conversations add value to investors’ knowledge and long-term investment outcomes, and explains how credit cards are causing more harm than good.
Why Financial Services Needs Positive Structuring
Our society has made massive leaps forward in terms of gender equality, but there’s still a way to go in the financial services sector. Jenny Josling, Managing Director of Orbis Investments (Australia), shares her perspective how to move forward, how she uses positive structuring to get the best from her employees, and how quotas could help.
This series is CPD accredited.Click here to earn 0.25 CPD hours.
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