RIAA’s Responsible Investment Certification Program re-launches and welcomes its first ever Certification of whole superannuation funds

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Responding to the surging consumer interest in responsible and ethical investments, RIAA has announced the re-launch of its Responsible Investment Certification Program – a tool designed to help consumers and... Read more continue reading

The Davis difference…a truly global approach

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Earlier this month, two investment professionals from Davis Advisors (Davis) visited Australia and presented to a number of financial advisers. Peter Sackmann, Director and member of the Portfolio Review Committee,... Read more continue reading

Strategies to survive a bear market – Part II

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In Strategies to survive a bear market – Part I we looked at the benefits of long/short equity strategies to ride out market turbulence. In the second part of this series,... Read more continue reading

Diversifying Australian portfolios may be easier than you think

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At the annual Portfolio Construction Forum in Sydney this week, the discussion in the presentations, on the panels and in the corridors was lively, as usual. One of my key... Read more continue reading

Parametric announces new Liquid Alternative Strategy

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Parametric Portfolio Associates LLC (Parametric), a majority owned subsidiary of Eaton Vance Corp., has announced the addition of a new Liquid Alternative strategy to their suite of Volatility Risk Premium (VRP)... Read more continue reading

Capitalising on the Pacific Decade – Taking the long-term view on China

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“History doesn’t repeat itself, but it does rhyme” – often attributed to Mark Twain (1835-1910) For investors outside China, whether they have holdings in Chinese shares or not, coming to... Read more continue reading

Official Data Reveals Australian Investors Losing Out to Foreigners

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Data released yesterday by the Australian Bureau of Statistics (ABS) reveals international investors are snagging lucrative investment opportunities as domestic investments in venture capital fell away sharply in 2014-15 and foreign... Read more continue reading

Perpetual launches new Global Share Fund Hedged

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Perpetual has announced the launch of the Perpetual Wholesale Global Share Fund Hedged, a new fund that will allow investors to minimise the impact of movements in the Australian dollar... Read more continue reading

Still opportunities in difficult market conditions

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Mixed economic messages are causing confusion for investors but some of the risks for the year ahead have been overstated, according to Australian Unity Investments’ joint venture asset managers. Chad... Read more continue reading

Fund selection and platform critical to client returns

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Common wisdom would have us believe that asset allocation is the key driver of investment returns. Yet in Zenith Investment Partners’ (Zenith’s) experience, manager selection has been a critical driver... Read more continue reading