Retirees may need to dial up their defensive equity allocations to help protect capital

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Financial advisers may need to consider allocating more to defensive equity strategies for retiree clients to defend their income, according to Vertium Asset Management, a Copia investment partner. In its June quarter research paper, the equity income fund manager compared the past seven sharemarket corrections during global slowdowns since 1990 to the most recent correction […]

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Copia expands distribution team

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Multi boutique fund manager Copia Investment Partners has appointed Mani Papakonstantinos to the role of Distribution Manager covering Victoria and Western Australia, as it continues to build its business in Australia. Mani Papakonstantinos has over 13 years’ experience in the investment industry with roles spanning across distribution, research, and advice. Prior to joining Copia Investment […]

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