White Papers

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The business of sharing: Zurich’s next investable megatrend

From Zurich Life & Investments Australia

The Digital Revolution has paved the way for the rise of a global socio-economic ecosystem dubbed the ‘sharing economy’. And it is growing at a phenomenal pace, thanks to the seemingly overnight success of sharing giants like Uber and Airbnb. But is this just hype or should we as investors take note of the rise […]

02 Jun 2016

White Paper: Investors rewarded by allocation to Global Small Cap Equities

From Eaton Vance

There are compelling reasons for Australian investors to select global small-cap equities as a complement to large- cap equities in a diversified strategic allocation according to a new research paper co-published by Douglas Funds Consulting Pty Ltd, Heuristic Investment Systems and Eaton Vance Management (International) (EVMI). Nigel Douglas, Chief Executive Officer, of Douglas Funds Consulting […]

30 May 2016

AMP Capital finds strong correlation between direct and listed real estate over the long-term

From AMP Capital

Investors seeking exposure to real estate should consider listed as well as direct given the returns, diversification and volatility of the asset classes are very similar over the long term, according to AMP Capital. Don’t tell me it’s not real estate, a white paper written by AMP Capital Co-Head of Global Listed Real Estate James […]

24 May 2016

Future generations might struggle in the lucky country

From MLC & NAB Wealth

MLC research reveals a third of Aussie parents believe their children won’t be able to live the same lifestyle as them Almost 1 in 5 Aussies will be relying on family inheritance to pay off their mortgage or to ensure their future financial security Over a third of Aussies believe they’ll be relying on the […]

04 Apr 2016

The stock market as monetary policy junkie: Quantifying the Fed’s impact on the S&P 500

From GMO

One of the stated goals of the policies that the Fed has been pursuing since the Global Financial Crisis is to raise asset prices. In this short White Paper GMO shows that this has been standard operating procedure for the Fed since Greenspan’s tenure began. However, the transmission mechanism doesn’t appear to be lower rates, lowering the […]

30 Mar 2016

Homesafe welcomes “Unlocking housing wealth” green paper & focus on funding ageing population

From Homesafe Solutions

Homesafe Solutions MD and founder Peter Szabo welcomes the Actuaries Institute recently released green paper Unlocking Housing Wealth and the attention it has generated on the issue of funding Australia’s ageing population and their retirement living concerns. In 2005 Peter Szabo in partnership with Bendigo Bank sought to provide an alternative for senior homeowners to […]

18 Mar 2016

Roadmap for a new landscape: managing wealth across generations

From State Street

State Street Global Advisors has released a research whitepaper, ‘Managing the Transition of Wealth Across Generations’, that looks at strategies for financial advisors looking to plan for the transfer of their clients’ assets across generations. There are a number of strategies that financial advisors can employ to transform their client’s attitudes about wealth transfer planning, […]

08 Mar 2016

New white paper finds culture is the most critical issue for the advice industry

From Ray Miles, Dan Miles & Jim Stackpool

Three prominent financial services professionals have banded together to launch a new white paper detailing the key reasons why Australians don’t trust financial advisers, and what must urgently happen to create real and positive change so more people seek and receive quality advice, ahead of the next inevitable market downturn. Titled, And the walls came tumbling down: Why […]

22 Feb 2016

The time to act is now to save retirement

From MLC & NAB Wealth

MLC releases new whitepaper and calls for a more informed debate on the future of our superannuation system Almost one-in-two Australians say they are living ‘pay-cheque to pay-cheque’ 48% of Australians say ‘Living comfortably’ requires at least $150,000 annually An overwhelming majority say that being worth $1,000,000 does not make you rich in Australia today NAB-owned wealth […]

16 Feb 2016

Standard Life Investments highlights the impact of millennials on values based investing

From Standard Life Investments

Global investment manager, Standard Life Investments has issued a White Paper examining the rise of the millennials and their impact on values-based investing. It explores millennials’ potential impact on traditional financial management, as well as the many opportunities they create for the industry. The report highlights that millennials want to invest in companies that achieve positive […]

22 Oct 2015