Volume 2 Number 1

Volume 2 Issue 1

Investment

Smart beta - compelling or shade of grey?

PETER BELL | Comments | TUESDAY, 19 AUG 2014

'Smart Beta' is one of the real buzz words in markets right now. Peter Bell provides an overview of this rapidly growing area, and explains why Smart Beta and Managed Accounts work so well together. 'Smart ... Read more

Platforms: Planning for the great growth story

JAMIE WILLIAMSON | Comments | MONDAY, 7 MAY 2018

First, there was the proliferation of managed funds that saw the advent of master trusts. Then a surge in popularity of direct share ownership saw the creation of investment wraps that quickly infiltrated ... First ... Read more

Three ways to win

ANDREW MACKEN | Comments | MONDAY, 7 MAY 2018

When Leonardo da Vinci was sketching out his design for one of the earliest parachutes in the year 1483, he no doubt understood the consequences of such a device failing. It would not have taken Leonardo ... When ... Read more

Applied Financial Planning

A new frontier of managed accounts

BROOKS FRIEDERICH | Comments | TUESDAY, 19 AUG 2014

A series of financial crises over the last dozen years have forced many investors to reassess their investment choices and their tolerance for risk. There are new factors to consider: Financial markets ... A ... Read more

Managed accounts in a behavioural world

SIMON RUSSELL | Comments | TUESDAY, 19 AUG 2014

Often the most important factor in getting the best investment outcome relates as much to the people making the investment decisions as to the investments themselves. For example, a fund can perform ... Read more

Latest News


Challenger shareholders revolt against remuneration KANIKA SOOD Challenger's company-wide salary freeze wasn't enough to appease shareholders, who delivered a first strike against its executive pay yesterday.	Institutional mandates spring back to life KANIKA SOOD Superannuation funds are starting to appoint external mandates again after a COVID-19-induced lull, says Pinnacle's managing director Ian Macoun.

Ares bids for AMP ELIZA BAVIN AMP has confirmed Ares Management has made a takeover offer to acquire 100% of AMP shares.	First strike at Pengana LIC KANIKA SOOD Pengana International Equities (PIA) faced a first strike against its remuneration report, as about 49.9% of votes went against it.

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Cover Story

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Cut through

KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD

Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

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Expert Feed

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Simon Carrodus Solicitor Director The Fold Legal	Damian Cilmi Head of Investment Managers and Governance Praemium	Chris Donohoe Chief Executive Officer APIR Systems Pty Ltd	Tim Sparks Head of Sales and Marketing Bell Direct
Playing chicken: The myth of conflicted remuneration loopholes	A managed account for all market conditions	Market turbulence unlikely to impact fund registrations	Managed accounts in a post COVID-19 world
Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...	The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ...	The number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ...	There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...
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Industry Events

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ANZIIF - RISC REIMAGINED

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2020 Cyber Insurance 101

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WOB Create a board CV to do you justice

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Acorns of APAC: Australia Emerging Manager Outreach 2020

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Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

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