managed accounts

• Beyond 60/40: ESG: A balance of ideology and thesis

  Dianna Enlund (S&P Global Sustainable1) and Mark Jordan (Nanuk Asset Management) consider the difficulties in constructing portfolios for clients with responsible objectives that sit outside the traditional 60/40 framework

   

• Beyond 60/40: Thematics - Investing in the new economy

  Chad Hitzeman (Global X), Hugh Lam (Betashares), and Michael McCorry (BlackRock Investment Management) consider how thematic and alternative investments can be used to enhance the framework of a traditional portfolio.

   

• Beyond SMAs: The next evolution

  Mike Wright (Evidentia/Lonsec), Alex Donald (Ironbark), and Kieran Canavan (Centric) explore the evolving structure of managed accounts as more investors turn to this structure to access illiquid investments and wholesale opportunities.

   

• Bonds are back, but are less reliable

  Richard Rauch (Brandywine Global Investment Management) and Dominic McCormick discuss the outlook for medium-term returns, and what this means for positioning portfolios from a global perspective.

   

• Building a managed accounts program

  Angela Ashton (Evergreen Consultants), Justin McLaughlin (ClearView), Martin Crabb (Shaw and Partners) and Paul Saliba (AMP) discuss the challenges of building managed account programs for larger advice businesses. The magic figure to operate a profitable and efficient managed accounts program within a large advice business is...

• Compare a pear with a pear, not an apple - Zenith

  Before choosing a super option, James Damicoucas says it's vital for investors to look under the hood and ensure the allocation to growth assets is consistent with their ability and willingness to assume risk.

• Connecting with the next generations

  Inter-generational wealth transfer is transforming the financial landscape. Damon Riscalla (Betashares) discusses what matters most to each generation, &provides insights on how advisers can strengthen & sustain these valuable connections.

   

• Considering REITs for exposure to real assets

  Mark Mazzarella (Dexus) outlines the key characteristics of REITs, which he believes makes this sector an attractive real assets opportunity for investors

   

• Coronavirus: What should advisers and managers do next?

  As the coronavirus pandemic hits many countries and businesses hard, Chris Addy CEO - Castle Hall Diligence provides some timely tips to help financial advisers and investment managers navigate this period of uncertainty.

• Diversity and inclusion: 4 rules for high-performance teams

  Gihan Perera provides four ways for leaders to tap into the diversity of their people to build high-performance teams, by making the most of the diverse background, skills, talents and behaviour of every team member.

• Emerging markets: A once in a generation opportunity

  Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.

   

• Enhancements to MyNorth Sustainable managed portfolios to lift sustainability footprint and diversification

  AMP announces enhancements to its MyNorth Sustainable managed portfolios, which as a core ESG principle invest in funds where managers influence the companies they invest in regard to environmental, social and governance matters.

• Eyeing off the opportunities in property

  Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward

   

• Fintech Investing - Andrew Bird
• Fixed income in a period of uncertainty

  Michael Frearson (Real Asset Management) and Dale Pereira (Pendal) discuss how advisers and portfolio managers should manage the fixed income component of their portfolios  in an environment where inflation is uncertain

   

• From discount to opportunity in global REITs

  Improving macro conditions and value-affirming opportunities in global REITs suggest a positive outlook for this sector. Mark Mazzarella (Dexus) considers the key drivers of future performance for global REITs.

   

• Global Factors: The essential nutrients of portfolios

  Jason Ye (S&P Dow Jones Indices) and Chad Hitzeman (Global X) explore the complexities and opportunities of global factor investing, including ‘Growth at a Reasonable Price’ equity strategies (GARP)

   

• Going for gold

  Jason Petras (Resonant Asset Management), Clive Maguchu (State Street Investment Management) and Marissa Salim (World Gold Council) discuss how investors can incorporate gold in a portfolio to improve its risk-return profile 

• Going the distance with retirement portfolios

  Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their approaches.

   

• Hard times won’t last forever

  Vincent Holland of Plutosoft explains how, an advisory firm can succeed both now and beyond the COVID-19 crisis.