Volume 9, Issue 1

Investment
HUB24 Pty Ltd
HUB24 PTY LTD  |  MONDAY, 21 FEB 2022
HUB24 has developed this paper to illustrate how great advice together with innovative platform capabilities can be leveraged by advisers to deliver enhanced client outcomes which can make a considerable difference to a client's portfolio over t ... Read more
Chris Mcavoy
IAIN NORTH , CHRIS MCAVOY  |  MONDAY, 21 FEB 2022
Alternative yield investing has been a growing sector of importance for both institutional and private global investors as global central banks have kept interest rates at ultra-low levels to combat economic downturns and to stimulate growth since 2 ... Read more
Martin Morris
MARTIN MORRIS  |  WEDNESDAY, 29 JUN 2022
This paper is based on an excerpt from Praemium's Profit Facts and Key Success Drivers: Elevating your Business with Managed Accounts report. It builds upon research undertaken in 2019 when Praemium, in conjunction with leading advisory consulting practice ... Read more
Hugh MacNally
HUGH MACNALLY  |  SUNDAY, 31 JUL 2022
Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable clients to access direct international and domestic equity portfolios with greater control and transparency. However, the differences between and benefits of IMAs and ... Read more
Ethics & Governance
Chris West
CHRIS WEST  |  TUESDAY, 22 MAR 2022
When the term 'governance' is mentioned, the first reaction is normally one that brings up the dread of another set of overburdensome compliance obligations. However, governance and compliance are very different things. Good investment governance at ... Read more
Technology
Bill Hortz
BILL HORTZ  |  SUNDAY, 29 MAY 2022
Will the future of investment portfolios increasingly be built, not on mutual funds and exchange-traded funds (ETFs), but on customised managed accounts? Read more