Vanguard framework takes the emotion out of the active-index choice

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Investors deciding how to allocate their portfolios across actively managed and index investments should follow clear process to avoid arbitrary decision-making, according to a new white paper from Vanguard Australia. The newly published white paper, Making the implicit explicit: A framework for the active-passive decision, outlines a clear process that investors and advisers can follow when […]

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ANZ Wealth white paper advocates change for sustainable insurance industry

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ANZ Wealth yesterday released Life insurance: the case for change, a white paper analysing challenges shaping the life insurance sector, including shifting consumer expectations, increased scrutiny and regulation, pricing pressure and high-tech disruptors. ANZ Wealth Head of Life Insurance, Gerard Kerr said: “The white paper examines how we can build a sustainable industry that protects […]

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Zurich adviser ‘think tank’ says financial coaching is the way of the future

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Financial advisers have an opportunity to elevate their services into that of ‘financial coach,’ making themselves as relevant to their clients as other lifestyle professionals, according to a new whitepaper by Zurich Life & Investments. BusinessFIT: Navigating toward the advice practice of tomorrow, launched yesterday, is based on findings of a workshop which included some […]

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CSFGAM Global Listed release infrastructure whitepaper

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Colonial First State Global Asset Management’s (CFSGAM) Global Listed Infrastructure team has marked their 10th anniversary by releasing a whitepaper, ‘Past, present, future’, reflecting on the last decade of investing in infrastructure via listed securities. The paper, authored by Andrew Greenup, deputy head of Global Listed Infrastructure at CFSGAM, reviews: The performance the asset class […]

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What Price Valuable Advice? How to recognise valuable, affordable financial advice

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While many believe that Big Data and convenient technology will make financial advice easier, at Certainty Advice Group they’re not so sure. What truly valuable advice is (and how clients can identify it) is the topic of this nationwide advice firm’s latest white paper, released May 2017. “While accessible, easy apps for your quick ride, […]

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Gen Y or Gen Rent? AMP Capital finds investor benefits for US apartment REITs as home ownership declines

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A major demographic shift in the US has contributed to a steady decline in home ownership since the Global Financial Crisis (GFC), with Generation Y dubbed Generation Rent as millennials delay purchasing a home in the suburbs in favour  of renting in the urban core A new AMP Capital whitepaper, Generation Rent, explores this trend, […]

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Retirement guarantees – are they worth it?

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Freed from the constraints of compulsory annuity purchase, customers in the UK retirement market have entered a brave new world of choosing for themselves which retirement product is best for them. However, this is no easy task. The UK retirement market is now home to a diverse and growing range of products. These products provide […]

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Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis survey

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Institutions seek new ways to meet long-term growth and liability goals by simultaneously mitigating and exploiting risk in low-yield, volatile market environment Key strategies include growing use of private investments, illiquid assets, increased exposure to alternatives and greater reliance on risk budgeting and diversification 75% of global institutional investors believe today’s markets are more favorable […]

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More equity allocations in post-retirement portfolios are needed

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Boutique fund manager Merlon Capital Partners has released a new paper Rethinking post-retirement asset allocation, arguing that higher allocations to equities in post-retirement portfolios, with a simple hedging strategy, can improve income and returns with less risk. The paper discusses differences between pre- and post-retirement asset allocation and explores the priorities of retirees and their […]

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Tracking the Alpha Female – six techniques financial advisers can employ when working with female investors

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In line with International Women’s Day, State Street Global Advisors’ SPDR ETF business has released its Tracking the Alpha Female whitepaper, which explores six techniques financial advisers can employ when working with female investors. Overview Despite now controlling $11 trillion in investable assets, 39% of women in the US still feel misunderstood by the investment […]

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