SMAs provide ‘best of both worlds’ for planners and investors – JBWere

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Investors and financial planners are increasingly turning to separately managed accounts (SMAs) to provide the benefits of professional management, but with the transparency and low cost of direct investments, according to new research from leading Australian private wealth manager JBWere. A white paper released yesterday by JBWere – The evolution of SMAs: what do planners and […]

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White Paper: Political risk and emerging market investing

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At a time of heightened global political risk, Eurasia Group and Nikko Asset Management are partnering to bring together Eurasia Group’s proprietary geopolitical risk indicators within Nikko Asset Management’s multi-asset investment management process. The partnership will offer global investors a risk-controlled means of getting exposure to emerging markets. This new approach to risk management is […]

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White papers – a great source for valuable content marketing

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President and Founder of US Based i-Impact Group Mr. Claudio O. Pannunzio never ceases to underscore with his financial adviser and planner clients that to stand out and engage audiences in today’s super crowded marketing landscape strong content marketing is imperative. “Consumers are disconnecting from traditional marketing activities often ignoring TV, radio, newspaper and magazine […]

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Australian Unity welcomes a mutual approach to delivering public services

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Welcoming the launch of the Business Council of Cooperatives and Mutuals’ white paper: Public Service Mutuals: a third way for delivering public services in Australia, Group Executive Kimina Lyall said the inherent characteristics of mutual organisations—focused on returning profits to improve services for members—make them ideally suited to deliver public services. Mutual companies such as Australian […]

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Whitepaper advocates that professional services outsourcing is less motivated by cost

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The most successful organisations have derived value from outsourcing in many ways beyond cost cutting. A recently released white paper postulates that businesses are able to drive growth, manage the challenges of attrition and provide value to their customers through outsourcing. The paper, titled Beyond Cost Cutting: Driving growth & efficiency in the accounting & […]

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Investing in demographics

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Identifying structural growth winners underpinned by demographic megatrends In this paper, we argue the equity market is less efficient at valuing companies benefiting from structural growth, which creates opportunities for long-term investors. We identify three demographic megatrends – population growth, the rise of the emerging market consumer, and the impact of ageing – which, in […]

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Equities outlook 2013

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2013 will be another challenging and event-driven year for equity investors to negotiate. Markets face a number of risks with binary outcomes, not least the imminent fiscal cliff facing the US economy. While the prospects for earnings growth in most developed equity markets are now more modest, a positive case can be made for a […]

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ETFs vs. direct share portfolios – the benefits of diversification

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Exchange traded funds that track broad share market indices can help direct share investors reduce risk in their portfolios and lower their transaction costs. In this paper, Vanguard Australia discusses portfolio construction theory and explain how including exchange traded funds in a concentrated, equally weighted portfolio of shares can reduce total risk (the overall volatility […]

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The 13th labour of Hercules: Capital preservation in the age of financial repression

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I think the world today could easily be described as the “Era of Uncertainty”. Problems threaten from almost every direction: the fiscal cliff looms, the U.S. Presidential Cycle is upon us, Europe’s troubles are clear for all to see, China appears to be slowing…indeed, the possibility of a global recession is non-egligible. Well-known and respected […]

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Diversification and investing in ‘quality’ are essential strategies for turbulent times

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In the recent white paper ‘Strategies for Turbulent Markets’, Fidelity Worldwide Investment (‘Fidelity’) examines how investors can improve and diversify their portfolios to weather turbulent markets, with a particular focus on ‘safe havens’ and alternatives. Given that market volatility is likely to remain in 2013, amid the US ‘fiscal cliff’ issue and a continued period […]

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