This paper aims to help advisers understand and manage the commercial and operational elements involved in using managed accounts. Read more

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

At face value, cost comparisons seem straightforward, however, they can exclude material factors that will detrimentally affect your client. Read more

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

A must for firms in the financial sector. Read more

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

While we cannot control what happens in the market, we can control the process we take when constructing our investment portfolios. Read more

A dynamic understanding of market correlation. Read more

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

Unpacking the potential of separately managed accounts. Read more

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

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

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

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

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

What is alternative real estate and what are the key factors driving increasing investor demand? Read more

Exploring tail risks and what-if scenarios in the Year of the Dragon. Read more

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

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

Declining bank issuance is giving way to corporate opportunities. Read more