Perspectives - Winter 2024

As an asset class, private markets present a compelling case for investors

The Holy Grail of private markets for managed accounts

Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets path

 

Portfolio customisation: Models with tailoring

Portfolio customisation: Models with tailoring

Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.

 

ASIC The role of advisers in monitoring underperformance

The role of advisers in monitoring underperformance

Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance

 

practical considerations about implementing managed accounts in a financial advice business.

Practical implementation of managed accounts

Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.

 

Accommodating illiquid assets for clients with JANA and Alteris

Accommodating illiquid assets for clients

Illiquid assets continue to gain interest from both investors & advisers. Michael Karagianis (JANA Investment Advisers) & Danny Wong (Alteris Financial Group) discuss their respective approaches to illiquid investments.

 

IMAP Ashey Owen CBA in 7 charts

CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – suddenly a ‘growth stock’?

Ashley Owen examines why CBA has been in the headlines of late for a few reasons – for re-taking the lead from BHP to be the largest ASX-listed company by market value, for being the most over-priced bank in the world, and also for having the most mysterious share price surge this year.

Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients

Building a digital first business

Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides insights into how to build a digital first culture within an advice business.

 

The implementation of risk management strategies in managed account portfolios can be challenging.

Risk isn’t always a bad thing

Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management.

 

IMAP Ashey Owen - Owen Analytics

Another good financial year for lazy investors! How did your returns stack up?

Ashley Owen examines returns from the main asset classes & sectors for Aussie investors for the past two June financial/tax years, & his graphs show key data including inflation, exchange rates, commodities prices, & house prices.

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