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A balanced portfolio currently has 5 per cent sitting in cash which the client wants deployed to either equities or credit. That was the hypothetical scenario presented to the Professional Planner Researcher Forum and four asset managers had to make their case.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
2025 Researcher Forum