The two final episodes of The Investment Series are focused on Ross Bark, a Gen X investor who is looking for further diversification in his investment portfolio due to his heavy weighting towards property. We now outline for you a brief overview of diversified or alternative investments and how they generally operate within a client’s portfolio.
The Investment Series brings into focus the many strategic considerations needed in planning for retirement. We join Bruce Hein, who is looking for realistic long term investments which will carry him through his retirement. We now outline some areas for consideration in regards to investing goals for retirees.
This week on The Investment Series, we watch Maria Cook, an investor who is looking to build opportunity in her investment portfolio. We have provided you with a brief overview of opportunistic investments or growth investments as they are sometimes referred, and how they generally operate within a clients portfolio.
An SMA or separately managed account is an operational investment service which integrates ongoing investment management and investment administration. This also enables investors to have one point of contact for all, or most, of their direct equities market investments.
It’s almost impossible to consider investing in an asset class without touching on the subject and relative merits of active versus passive products. Ultimately, there is no ‘right’ answer, as it will depend on each investor’s own circumstances.
There’s no denying the attraction investors currently have to ETFs. Market growth continues to surge (up to nearly $10 billion in late 2013) and as new products are launched, growth shows few signs of slowing.
Advisers are spoilt for choice amongst professionally managed Australian small cap equity funds. The small cap fund peer group has performed exceptionally well, with the average fund returning 14.0 per cent over 2013 – exceeding the benchmark by 14.8 per cent.
Investor interest in and engagement with direct investing and SMSF approaches has been steadily gaining momentum over the last 10 years. Recently, these strategies have overtaken traditional investment avenues such as retail super fund vehicles.
Income can come from a variety of sources, however, it is important to understand the pros and cons of each investment type, writes Amanda Gillespie, chief executive of Lonsec Fiscal.
With the dramatic fall in interest rates around the globe, investors have been searching for assets that will generate the necessary income to meet their future cash-flow needs, writes Lonsec CEO, Amanda Gillespie
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