Portfolio construction

How are you protecting your portfolio?

Are you looking to maximise returns or minimise risk? As you approach retirement, securing a stable income stream becomes the end goal for many investors. Bonds have traditionally provided a solution, offering diversification and income irrespective of economic conditions, however, as Perpetual Investments highlights, with a broader array of actively managed products available to investors, fixed payment structures could now be a liability.

Alex Burke March 8, 2018

Reinvention is the new Retirement research report

Are your clients part of the 81 per cent of Australians who will fall short of being able to comfortably retire?

Alex Burke October 30, 2017

Silicon Valley investor talks tech

Want your clients to be a part of the next big tech investment story? Watch this exclusive Silicon Valley investor interview to learn what he’s seeing as the next frontier and how you can capitalise.

Alex Burke May 22, 2017

NAB’s robo-advice…should financial planners be concerned?

Robo-advice is becoming more popular as a standardised alternative to traditional financial advice, but how can planners add value in the face of “digital disruption”?

Alex Burke September 17, 2015

THE BENEFITS OF DIRECT SHARE OWNERSHIP IN OVERSEAS MARKETS

While there is certainly an emerging preference of Australian equities over pooled funds, I have noticed a significant increase in the amount of interest from advisers and investors seeking to access overseas markets directly. And despite popular opinion, it’s not just to buy big brands such as Apple, Google or Nike.

Alex Burke June 3, 2014

HOW TO USE VOLATILE MARKETS TO YOUR ADVANTAGE

It’s no secret that Australian investors love equities. It may be a surprise to learn that Australian investors have the second highest exposure to equities in the world.

Alex Burke May 27, 2014

ARE SMSFS OVEREXPOSED TO RISK?

There is no comprehensive data available in respect of asset allocation for the whole Australian superannuation industry.

However for default superannuation funds, default investment strategies have consistently had about half of the assets invested in equities with about 10 per cent invested in property.

Alex Burke May 27, 2014

MARKET VOLATILITY DEMANDS ACTIVE MANAGEMENT

Fitness crazes come and go. The same can be said of your financial fitness. A set and forget financial strategy won’t build the financial muscle your fund needs to support you in retirement.

Alex Burke May 19, 2014

DO YOU AND YOUR CLIENTS KNOW YOUR INVESTMENT PHILOSOPHY?

When evaluating a new fund or investment we fundamentally want to understand what to expect and how the investment will behave. We want to know if the investment will meet our client’s objectives and whether we agree with the basis on which money is allocated and invested. Once we have invested we will then use this information to ensure that the manager delivers on their promise and stays true to label.

Alex Burke May 6, 2014

DOES IT PAY TO DIVERSIFY ACROSS MANAGERS?

What are the benefits of manager diversification in an extremely concentrated Australian equity market?

Diversification of manager (or blending as it is also known) is understood to provide many investor benefits. However, we believe that blending can actually remove the majority of any active risk from an alpha-generating manager (that seeks to actively pick stocks to outperform an index).

Alex Burke April 29, 2014

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