Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation.

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"In 2023, almost all asset classes posted positive returns, most were above average, and most beat inflation, despite doom & gloom from the so-called ‘experts’.
Here are the Good, the Bad, and the Ugly asset classes for 2023." says Ashley Owen.

Over the past 12 months, 29 per cent of financial advisers have stopped placing new business on a platform they are using, which is the third consecutive year that advisers have opted to switch investment platforms.

Adam Myers (Pengana Capital), Nathan Fradley (Ethos Impact Australia), John Woods (Australian Ethical), Tony Adams (Lonsec), & Dr Danielle Kent (University of Sydney) explore challenges of responsible investing when constructing portfolios.

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Brett Sanders (Philo Capital Advisers) and Will Riggall (Clime Investment Management) explore some of the fundamentals of managed accounts, including their benefits, governance, and the likely evolution of this investment structure.

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