What is a managed account?

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Managed accounts represent the most recent addition to the range of managed investment portfolio solutions available in Australia. Managed accounts do not pool client assets for investment purposes; however, they are generally still able to provide access to economies of scale due to their collective bargaining ability. A managed account is a type of account […]

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All over red rover?

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The sheer volume of funds flowing into passively managed investments suggests the active versus passive debate has been decided. Earlier this year, the Financial Times reported that “While outflows from actively managed funds have hit a cumulative $1.2 trillion since 2007, overall inflows into index trackers and ETF’s have topped $1.4 trillion over that period.”[i] […]

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How can I make an impact with my investing?

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Impact investing is an investment approach that intentionally seeks to create both financial return and positive social or environmental impact that is actively measured. But there is a challenge in meeting this request. How do we seek and invest in assets that achieve this balance? I have clients that want to invest in a way […]

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CPD: Enrich an investment portfolio with alternative alternatives!

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Diversification is a basic tenet of investment, and most investors have a mix of the traditional asset classes – equities, property and fixed income. The next significant cohort of investors, the millennials, are increasingly looking beyond the traditional asset allocation to alternative investments. In this article, DomaCom explores how fractional investing can open up a […]

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UniSA and Domacom release property crowdfunding report

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Prepared by academics from the University of South Australia, in partnership with DomaCom, the Property Crowdfunding Report on Australian Investor Perspectives 2016/17, was released last Friday. Property crowdfunding is relatively new in Australia but it is growing with a low to medium risk perception among investors. The standout sector of greatest interest is rural, followed […]

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10 reasons ESG investing is growing

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According to the Global Sustainable Investment Alliance, over $22 trillion of assets were managed under responsible investment strategies globally in 2016, up 25% from two years before. This is one of many statistics showing Environmental, Social and Governance (ESG) investing moving into the mainstream. We see 10 major trends contributing to the rise. 1. Good […]

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CPD: The case for global share investing – changing the world, unchanging principles

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If you’ve noticed that your portfolio is mainly comprised of Australian investments, you’re not alone. Most Australians tend to invest ‘at home’. There are reasons why this happens – Australian markets and companies are familiar to you, dividend imputations are attractive and currency risk feels like a hassle. But is this strategy appropriate through all […]

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CPD: The importance of Pre-open Pricing

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Managing an orderly market and ensuring that share prices cannot be manipulated are essential to the smooth operation of securities exchanges globally. In Australia, the securities exchanges operate from 10:00am through to 4:00pm, however there are periods before and after during which buy and sell orders can be placed on the Australian Securities Exchange (ASX). […]

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New bond issuance: The active management advantage

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New equity offerings can garner media buzz. Think of recent initial public offerings (IPOs) by Snapchat, Alibaba and Visa. Business media enthuse, investors clamor, and share prices often rise, at least initially. The fixed income market equivalent – new bonds coming to market – seldom makes headlines. But new bond issuance may be much more […]

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CPD: Two percent is the new four percent

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Two percent growth is the new four percent for mature economies’ GDP; in other words, the long-term outlook for global equity returns is likely to be in the mid-single digits. This article, based on a presentation given to advisers on 7 June 2017 by John Tobin, portfolio manager with Epoch Investment Partners (Epoch), looks at […]

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