Investment

Investment Articles

Investor behaviour in a time of financial market crisis

JOHN DYALL | Comments | WEDNESDAY, 20 MAY 2020

Investments held within managed accounts can include direct domestic and increasingly international equities, directly held fixed interest securities, listed investment companies (LICs), model port- ... Read more

The advantages of multi-asset managed accounts

GLEN HOLDER | Comments | FRIDAY, 24 APR 2020

The business efficiency benefits of multi-asset managed accounts for advice businesses are widely known. When these advantages are also on-shared with the end client, multi-asset managed accounts represent ... The ... Read more

Future proofing with SMAs

EYLEM KAMERAKKAS | Comments | TUESDAY, 26 NOV 2019

Currently Australians invest $62.1 billion through managed accounts - with uptake among financial advisers having doubled over the past five years. As advisers become more comfortable with these products ... Currently ... 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

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

Rethinking international share portfolios

SAMUEL STOBART | Comments | MONDAY, 16 OCT 2017

The prevailing advice for Australian investors looking for investment opportunities in recent years has been to look offshore. Home country bias is particularly prevalent in Australia; self-managed superannuation ... The ... Read more

Managed portfolios: a sound investment in your clients and your business

HUB24 PTY LTD | Comments | MONDAY, 7 MAR 2016

It is no secret that financial advisers are under increasing pressure to grow their businesses which means focusing on revenue growth and profitability as well as delivering quality financial product ... It ... Read more

Does behavioural finance apply to sophisticated investors too?

SIMON RUSSELL | Comments | MONDAY, 7 MAR 2016

When we think about investors' behavioural biases we might think of mum and dad investors panicking and selling following sharp market falls, only to miss out on the subsequent rebound. Or worse ... When ... Read more

Performance shouldn't be administratively prohibitive

ADAM ROWLEY | Comments | MONDAY, 7 MAR 2016

In 1982 a group of street performers gathered in Baie Saint-Paul in the province of Quebec and decided to organise a festival that could serve as a forum for the exchange of ideas. Their ideas stemmed ... In ... Read more

Case study: Going beyond product - portfolio solutions using managed accounts

DAN MILES , MATT HEINE , NEAL DUNNE | Comments | MONDAY, 7 MAR 2016

A new approach to portfolio management In 1994, Neal Dunne was starting his career as an adviser in a world that was pretty much dominated by the insurance industry. Fifteen years later, in January 2009 ... A ... Read more

The rise of global managed accounts

ALEX HAYNES | Comments | MONDAY, 7 MAR 2016

At Peters MacGregor we have been running Global Managed Accounts (GMAs) for our clients for the past 16 years. But only now does it seem their benefits are becoming more widely understood in Australia. At ... Read more

Distinguishing risks between managed funds and direct ownership

THOMAS BIGNILL , ALWYN HUNG | Comments | MONDAY, 7 MAR 2016

The increasing popularity of direct ownership structures that have been adopted by a growing number of the Adviser community via managed account platforms has opened the door for many investors to access ... The ... Read more

Australian Equity, the destination in your global search for yield

REECE BIRTLES | Comments | MONDAY, 7 MAR 2016

The search for stable, predictable returns in the post-global financial crisis world has led many investors to re-evaluate how and where they find income. In this global quest for yield, there are very ... The ... Read more

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

Investment selection and portfolio rebalancing under managed accounts

MICHAEL HEINE | Comments | TUESDAY, 19 AUG 2014

The benefits of managed accounts become even more evident when advisers need to combine multiple models, which in turn need to be rebalanced regularly, writes Michael Heine. The financial services industry ... The ... Read more

My world, my bond

CRAIG SWANGER | Comments | TUESDAY, 19 AUG 2014

Australian investors have less than 1% allocated to corporate bonds directly, a small proportion compared to allocations in every other major developed market. Craig Swanger gives five reasons why the ... Australian ... Read more

Rating separately managed accounts

MICHAEL ELSWORTH | Comments | TUESDAY, 19 AUG 2014

This month, Lonsec Research debuts its comprehensive research on five key SMA operators. Michael Elsworth explains the methodology. Lonsec SMA Platform Rating and our review assesses an SMA platform ... Read more

Stop the value leakage: advice options to improve client returns

PHILIP PARKER | Comments | TUESDAY, 19 AUG 2014

A managed account can minimise the "value leakage" for the client and allow financial advisers to assume a greater role in portfolio management in the long term. When I first started managing ... A ... Read more

Are we there yet?

ANDREW ALCOCK | Comments | TUESDAY, 19 AUG 2014

Australia has been slow to embrace managed accounts despite their roaring success overseas. This white paper explains why and how financial realities since the GFC could change that. Gaining access to ... Australia ... Read more

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Newgate fund starts new life KANIKA SOOD Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund.	Magellan to use BasisCode for trading compliance KANIKA SOOD Magellan Financial Group will use Atlanta-based BasisCode Compliance LLC as the provider of its personal trading system.

Plato fund to shutter KANIKA SOOD An Australian shares fund run by Plato Investment Management will shutter later this month after running for nearly 14 years as its assets dwindle.	Impact investing set to skyrocket: Research ALLY SELBY Australia's appetite for impact investing is set to skyrocket over the coming years, with new research predicting the market will reach $100 billion by 2025.

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