All Articles tagged with 'Andrew Yap'

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Advisers say retirees and inheritors are key growth opportunities, but new research shows most practices aren’t built for either

From Zenith Investment Partners

Zenith Investment Partners’ survey of 430 Australian advisers has identified a sizable gap between where practices expect growth to come from and how prepared they are to service it. The From Adoption to Advantage 2026 report finds three

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17 Sep 2026

Managed portfolios are rapidly becoming ‘the default operating system’ for advice businesses today

From North

Managed portfolios have evolved from an efficiency tool into the default operating system for advice businesses today, with advisers increasingly adopting them to improve governance, scale their businesses and deliver

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08 Sep 2026

Managed accounts to surpass $400 billion by 2030 as technology and regulatory scrutiny reshape the sector

From Zenith Investment Partners

Managed accounts are on track to exceed $400 billion by the end of the decade, with technology and tighter regulation pushing the sector towards stronger, more transparent growth, Andrew Yap,

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20 Feb 2026

Quality investment research is the secret ingredient in successful managed account portfolios

From Zenith Investment Partners

A successful managed account portfolio must balance model outputs with professional judgement and insights, Andrew Yap head of portfolio solutions at Zenith Investment Partners says. Mr Yap says while quantitative

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26 Nov 2025

Zenith announces new appointment to leadership team

From Zenith Investment Partners

Zenith Investment Partners has promoted Andrew Yap to Head of Portfolio Solutions. In his new role, Mr Yap will help lead Zenith’s Portfolio Solutions team of 12 investment professionals, overseeing

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17 Sep 2025

Bond portfolios may create positive returns despite rising interest rates

From Zenith Investment Partners

Despite continued tightening of monetary policy from central banks’ interest rate hikes, bond portfolios could still generate positive investment returns in the years ahead, says Zenith Investment Partners head of

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13 Apr 2023

Portfolio return objectives challenged by inflation

From Zenith Investment Partners

Markets appear to have trust in central banks’ ability to ‘get the job done’ but there are risks to this view, according to Damien Hennessy, head of asset allocation with

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17 Oct 2022

CPI target-based investing – it’s the real thing!

From Zenith Investment Partners

With Australia experiencing its highest inflation levels since the early 1990s, advisers face a common problem – how to maintain the purchasing power of client portfolios and deliver a level

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28 Sep 2022

The great fixed income rout – were we really blindsided?

From Zenith Investment Partners

With the sell-off in domestic fixed interest markets over the past seven months, the sea of red ink was a painful reminder of the risks of investing in bonds. The

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14 Jun 2022

The durability of real return funds in an inflationary environment

From Zenith Investment Partners

As the world adjusts to COVID and vaccination rates continue to rise, there’s much hope that life will return to some form of normal in the near to medium term.

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15 Oct 2021

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]