Applied Financial Planning PETER TURBACH | MONDAY, 28 NOV 2022 This paper aims to help advisers understand and manage the commercial and operational elements involved in using managed accounts. Read more HUB24 PTY LTD | MONDAY, 26 JUN 2023 This paper brings together industry experts in ESG investing to discuss how it is spanning generations and influencing how advisers engage with their clients. Read more MATTHEW VAN DIJK | MONDAY, 30 OCT 2023 At face value, cost comparisons seem straightforward, however, they can exclude material factors that will detrimentally affect your client. Read more ANNIKA BRADLEY | MONDAY, 18 DEC 2023 If managed accounts hold the key to portfolio personalisation, let's take a look at some of the challenges advisers might face when trying to make meaningful comparisons across performance returns and fees. Read more Technology SHANE REID | FRIDAY, 24 FEB 2023 A must for firms in the financial sector. Read more Investment TERESA WALKER | WEDNESDAY, 5 APR 2023 There is no escaping that the Australian funds industry has been through a challenging time. As the economy hopefully steadies, the question the becomes how the industry itself can evolve and return to growth. Read more BETASHARES | WEDNESDAY, 24 MAY 2023 While we cannot control what happens in the market, we can control the process we take when constructing our investment portfolios. Read more KIERAN ROONEY | THURSDAY, 27 JUL 2023 The purpose of this paper is to demonstrate that bonds can act as a preserver of value in portfolios during times of economic or financial stress. Read more MITCHELL HEALEY | FRIDAY, 25 AUG 2023 Unpacking the potential of separately managed accounts. Read more BRENT BEVAN | MONDAY, 11 SEP 2023 The turbulent market conditions that have prevailed in the 2020s have proved the worth of managed accounts - but what more can they deliver to advisers? Read more WESTERN ASSET MANAGEMENT | MONDAY, 27 NOV 2023 With bonds offering the most attractive yields in nearly 15 years, this could be an ideal time for investors to reconsider their allocations to fixed income. Given today's investment environments of higher rates, lower inflation and the Federal Reserve ... Read more CLYDE ROSSOUW | WEDNESDAY, 14 FEB 2024 A handful of global companies have provided outsized returns this year, creating both risks and opportunities. Sometimes, the best businesses don't make the best investment cases. Read more JONATHAN HUBBARD , BENOIT ANNE , BRAD RUTAN | WEDNESDAY, 27 MAR 2024 As 2024 progresses, there are several key themes that will likely influence the macroeconomic and capital markets environment. Last year, US economic growth rebounded and inflation waned, while Europe and several emerging markets countries struggled ... Read more INNOVA ASSET MANAGEMENT | TUESDAY, 23 APR 2024 Given that most advisers would hear the term 'alpha' in relation to managed funds, let's focus on that particular investment product and consider the dangers of just paying attention to, or chasing naïve alpha. Read more JULIAN BIGGINS | FRIDAY, 31 MAY 2024 What is alternative real estate and what are the key factors driving increasing investor demand? Read more PILAR GOMEZ-BRAVO | FRIDAY, 28 JUN 2024 Exploring tail risks and what-if scenarios in the Year of the Dragon. Read more METRICS CREDIT | TUESDAY, 27 AUG 2024 The rapid growth of the local industry is underpinned by its potential to deliver real outcomes to investors. In a little over a decade, Australian private debt has developed into an accepted asset class which plays an important role in the investment ... Read more DENIS ORROCK | FRIDAY, 27 SEP 2024 Investment in alternative assets has increased notably over the last few years, with high net worth (HNW) investors driving the charge in search of diversified risk-adjusted portfolio performance and opportunities for yield where traditional asset classes ... Read more ROY KEENAN | TUESDAY, 29 OCT 2024 Declining bank issuance is giving way to corporate opportunities. Read more |
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Further Reading
Cover Story

On the horizon
TIM TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.