Ventura Funds Management

  • A different approach to retirement income A different approach to retirement income

    Not all investors are suited to a traditional 60/40 portfolio, particularly when in retirement phase. Frank Danieli (MA Financial Group), Darren Beesley (Evidentia Group), and Daniel Stojanovski (Ventura Funds Management) explore the difficulties in constructing retirement portfolios for clients

     
  • Beyond 60/40: ESG: A balance of ideology and thesis constructing portfolios for clients with responsible objectives that sit outside the traditional 60/40 framework.

    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 how thematic and alternative investments can be used to enhance the framework of a traditional portfolio

    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.

     

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