Volume 2 |
Issue 1Latest News
Tesla axed from the S&P 500 ESG index
Tesla has been booted from the S&P 500 ESG index due to its low S&P Dow Jones Indices (DJI) ESG score.
Barclays increases stake in Barrenjoey
Barclays has almost doubled its interest in Barrenjoey, providing additional capital to assist with the creation of fixed income derivatives and equity financing platforms.
Investors seek inflationary refuge in diversification strategies
A bfinance quarterly Manager Intelligence and Market Trends report has shown that investors have sought enhanced sources of real return to combat rising inflation.
Investment Leadership Awards finalists revealed
The finalists for the annual Financial Standard Investment Leadership Awards have been determined, with investment strategies from the likes of Alphinity Investment Management, Hyperion Asset Management, Lincoln Indicators and Pendal Group getting a nod.
Cover Story
A process for the better
MARSHALL BRENTNALL
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson writes.
Expert Feed
Changing course amid the perfect storm
The COVID-19 pandemic, despite all its associated challenges, could be described as the perfect storm to force a change of direction for the advice industry.
The future of managed accounts
One of the biggest challenges facing the financial advice sector is the need to provide high quality advice at an affordable price point to more Australians.
The questionable impact of DDO obligations
The financial advice sector has been subject to massive regulatory reform over the best part of the last decade. While the intention of a lot of regulation ...
