IMAP IOOF webinar - Using Bonds through a separately managed account

If you missed the Webinar on Using Bonds through a separately managed account sponsored by IOOF and presented by Alwyn Hung, Mason Stevens then click on the link here to view a video of the entire presentation.

For your convenience the video is also available to view by topic

Part 1 Introduction - Toby Potter

Part 2 Fixed Income Managed Funds altering finite to infinite - Alwyn Hung

Part 3 Fixed Income to an Investor - Alwyn Hung

Part 4 - Fixed Income to an Adviser - Alwyn Hung

Part 5 - How does a Fixed Income SMA work? - Alwyn Hung

Questions - Is the regulation around self managed super funds and how beneficially held bonds are valued

Question - How does the trading of individual holdings work for an SMA given that holdings are less than parcel size?

Question - How does Mason Stevens ensure best pricing and execution?

Question - is there concentration risk in owning bonds directly compared to a bond fund?

Question - How much change is there in a Bond portfolio in the SMA over time?

Question - Is the market sufficiently liquid?

If you would like to download or view the White paper prepared by Mason Stevens on the topic, please click here for a copy