All Articles tagged with 'Alex Wise'

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OneVue gathers momentum in RE sector with launch of seven new funds

Following the launch of global fund manager brands such as ChinaAMC and Neuberger Berman ARMS into Australia, OneVue group has announced a significant increase in the number of investment managers

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24 Nov 2015

Lonsec and Zenith maintain ratings for Neuberger Berman ARMS Trust

From Neuberger Berman

Two leading Research Houses, Lonsec and Zenith, have maintained their “Recommended” and “Approved” ratings (respectively) for the Neuberger Berman Absolute Return Multi Strategy (ARMS) Trust. The Neuberger Berman ARMS Trust

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04 Nov 2015

Select launches Neuberger Berman ARMS Trust

From Neuberger Berman

Select Fund Services (Select) has made Neuberger Berman’s Absolute Return Multi Strategy (ARMS) investment capability available to Australian investors, including the retail and self-managed superannuation fund market (SMSF), with the

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28 Jul 2014

Portfolio efficiency leads new product design

From Select Asset Management

The nirvana for many financial planners and investors is a seamless system of managing portfolios which takes into account the full spectrum of administration, asset allocation, best interest duty and

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09 Dec 2013

Alternative investing – deep dive portfolio construction thinking for financial advisers

From Select Asset Management

Some great feedback on a previous AdviserVoice article has led Select Investment Partners’ Chief Operating Officer Alex Wise to address specific points provided by the AdviserVoice adviser community. Alex writes his

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29 Oct 2013

Beyond the hedge – lessons from a decade of alternative investing

From Select Asset Management

Advisers and their retail clients cast a wary eye whenever the expression ‘hedge fund’ is raised. Why so? Institutional investors have embraced alternative investing with great vigour, while the regulator,

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26 Sep 2013

Best interest duty – business risks in due diligence

From Select Asset Management

Many are familiar with the industry buzz phrase, Operational Due Diligence, although many industry experts prefer the phrase “business risk due diligence” – in either case the review is the

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28 Aug 2013

How to get the most out of that BDM visit – an Insider’s View

From Select Asset Management

The best interest test within FoFA carries an enforceable duty of care when it comes to making investment product selections on behalf of your client. By extension, it therefore pays

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29 Jul 2013

FoFA solutions bring additional benefits to non-aligned financial advice firms

From Select Asset Management

With the Future of Financial Advice (FoFA) kick-off date of 1 July looming, specialist investment management group Select Asset Management Limited (Select) has urged Australian financial advice firms to have

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21 Jun 2013

Earn CPD Points

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 [...]