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Managing the growth allocation
Colonial First State Sam Ruiz T. Rowe Price Scott BenderDNR Capital Warryn RoberstonLazard Asset Management Speaking at an IMAP Independent Thought Roundtable on managing the growth allocation in portfolios, which was hosted by Colonial First State, Sam...
- Type: Article
- Author: Super User
- Category: Perspectives - Springtime 2024
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Bonds are back, but are less reliable
a view shared by Richard Rauch, CFA — Investment Director at Brandywine Global Investment Management. Speaking at the 2024 IMAP Independent Thought Conference on the outlook for medium-term returns, Richard concedes bonds have been a difficult sell...
- Type: Article
- Author: Super User
- Category: Perspectives - Springtime 2024
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Going the distance with retirement portfolios
to lose financially and a lot less time to recover from a significant loss in the markets Victor Huang Speaking at the 2024 IMAP Independent Thought Conference on building retirement portfolios, Victor says considering these key objectives in a...
- Type: Article
- Author: Super User
- Category: Perspectives - Springtime 2024
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Managing the growth allocation
is poised to see the largest wealth increase of any population anywhere in the world over the next decade. Speaking at an IMAP Independent Thought Roundtable on managing the growth allocation in portfolios, which was hosted by Colonial First State, Sam...
- Type: Article
- Author: Super User
- Category: Perspectives - Springtime 2024
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IMAP Independent Thought - Questions for the presenters
- Type: Article
- Author: Super User
- Category: IMAP
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The Holy Grail of private markets for managed accounts
already enjoy a considerable exposure to private markets, which the advice industry would like to replicate.” Speaking at an IMAP Independent Thought Roundtable on private markets, which was hosted by Russell Investments, Alex believes between 10-20 per...
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2024
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Portfolio customisation: Models with tailoring
but haven’t had the scale to do that. That’s now possible with this innovative product Julian Lefcovitch Speaking at the IMAP Advice in Action 2024 conference in Sydney, Eleanor says the transparency and usefulness of the managed account structure has...
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2024
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The role of advisers in monitoring underperformance
looked at these groups because each have important roles in the financial services ecosystem.” Leah Sciacca Addressing the IMAP Advice in Action 2024 conference in Sydney, Leah Sciacca — Senior Executive Leader, Financial Advice and Investment...
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2024
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Practical implementation of managed accounts
Ty Cockle CFP® In a discussion on ‘Real life examples of practices having implemented managed accounts on a scale’ at the IMAP Advice in Action 2024 conference, Frances says there’s been a definite evolution of advice business models that have harnessed...
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2024
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Accommodating illiquid assets for clients
and the investment opportunities they provide which can’t be accessed in listed markets,” says Michael. Speaking at the IMAP Advice in Action 2024 conference in Sydney, Michael adds the other benefit provided by illiquid assets for investors is from a...
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2024
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Building a digital first business
Technology needs to be a cultural fit within a business.” Addressing a session on ‘Building a digital first business’ at the IMAP Advice in Action 2024 conference in Melbourne and Sydney, Martin says the statistics around digitisation are worrying but...
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2024
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flexibility in managing risk. We can hedge currency and use put options to help shape our portfolios.” Speaking at an IMAP Independent Thought Roundtable on risk management, which was hosted by BT, Glen acknowledges that in terms of meaningful overlays...
- Type: Article
- Author: Super User
- Category: Perspectives - Winter 2024
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Alternatives: a hedge against inflation
managers across the whole spectrum, particularly within alternatives, should only be getting better.” In addressing an IMAP webinar on ‘alternatives in portfolio management’, Jason believes that from an absolute-return point of view, the likes of active...
- Type: Article
- Author: Super User
- Category: Perspectives - Autumn 2024
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Private markets: A way to optimise portfolios
with unconstrained mandates have more than half of their portfolios invested in private market assets. Speaking at an IMAP webinar on ‘Private markets’, Russel says the key reason for this allocation to private markets with institutional investors is...
- Type: Article
- Author: Super User
- Category: Perspectives - Autumn 2024
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Illiquid investments: The risks and opportunities
protection, because infrastructure asset revenues are often underpinned by regulation or long-term contracts. Speaking at an IMAP webinar on ‘Illiquid investments’, John adds that infrastructure can also provide diversification, as this asset class —...
- Type: Article
- Author: Super User
- Category: Perspectives - Autumn 2024
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- Type: Article
- Author: lucie bradley
- Category: IMAP
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Structural themes to drive portfolio returns
when we’re setting out our capital markets assumptions, which we do on a biannual basis,” says Deanne. Deanne used the 2024 IMAP Portfolio Management Conference in Melbourne to explain that while some of these thematics have been around for some time —...
- Type: Article
- Author: Super User
- Category: Perspectives - Autumn 2024
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The role of alternatives in portfolios
allows us to blend those two buckets differently, depending on the client’s objectives,” says Emily. Speaking at the 2024 IMAP Portfolio Management Conference in Melbourne, Emily says in relation to portfolio construction, Perpetual looks at both the...
- Type: Article
- Author: Super User
- Category: Perspectives - Autumn 2024
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Can infrastructure protect against persistent inflation?
that assets like these can generate for investors John Julian Macro themes driving infrastructure Speaking at the 2024 IMAP Portfolio Management Conference in Melbourne, John says as an asset class, infrastructure is often thought of as having defensive...
- Type: Article
- Author: Super User
- Category: Perspectives - Autumn 2024
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Achieving real portfolio returns in inflationary times
a sharp drawdown due to inflation — can be challenging for both asset allocators and investors. Speaking at the 2024 IMAP Portfolio Management Conference in Melbourne, Glen Foster — Head of Risk, Senior Portfolio Manager at Atrium Investment Management...
- Type: Article
- Author: Super User
- Category: Perspectives - Autumn 2024
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