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The optionality of cash

In our industry, a fund manager caught holding large proportions of cash in his portfolio invariably invites a tough line of questioning regarding his fees: “How could you justify charging

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12 Nov 2012

van Eyk awards three small cap managers its highest rating

van Eyk Research has awarded three funds its top rating in a new review of the small cap sector in a strong field of managers, all of which have a

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06 Nov 2012

Standard Risk Measure already throwing up anomalies

The Standard Risk Measure adopted by superannuation funds to help investors assess investment risk may already be misleading them, according to van Eyk Head of Strategic Research Jonathan Ramsay. Mr

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25 Oct 2012

van Eyk awards highly rated

The Bennelong Avoca Emerging Leaders Fund (the Fund) has been awarded a ‘highly rated’ rating by van Eyk. The Fund is managed by Avoca Investment Management (Avoca), headed-up by portfolio

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24 Oct 2012

Inflation or Deflation: Are we about to find out?

Avid readers of The van Eyk View and our other publications know all too well the importance we give to inflation regimes as predictors of future returns. In fact, in

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10 Oct 2012

Investors who chase fund performance destined to be disappointed

Many investors who invest in a managed fund that has been performing strongly are destined to be disappointed by its subsequent performance, an analysis by van Eyk Research shows. van

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20 Aug 2012

Volatility needs active management to avoid lower returns

Volatility strategies designed to combat the gyrations in equities markets need to be actively managed to ensure investors can reduce their losses when markets fall without sacrificing overall returns, van

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06 Aug 2012

van Eyk refines its ratings system for Exchange-Traded Funds

Leading investment researcher and ratings house van Eyk has changed the way it rates exchange-traded funds to reflect the important differences between ETFs and other managed funds. van Eyk has

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16 Jul 2012

Business operations the missing link in many advice practices says Encore

Efficient, scalable business operations are the missing link in many financial advice practices because the area is often deemed too hard to fix and not “sexy”, according to Graham Peatey,

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29 Jun 2012

van Eyk realigns its strategy to meet the new investment market challenges

Investment research provider and ratings house van Eyk is addressing the challenges of the future by realigning its research resources and output with its long term asset allocation strategy. van

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08 Jun 2012

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]