Q&A: What investors are asking advisers
Here Fidelity Worldwide Investment’s investment director, Tom Stevenson (right), takes a stab at the top 10 questions investors are putting to their financial advisers. How does the situation in Europe affect investments?
September 06, 2012
Diversity in defensive portfolios
Poorly structured “defensive” portfolios may simply swap one set of risk factors for another set and, if this issue is not addressed, then the retirement savings goals of a significant number of investors may be compromised, according to Doug Turek, managing director of financial adviser, Professional Wealth.
September 04, 2012
September 2012:
Digital content
A guide to the Professional Planner September 2012 edition and links to authors and additional content. Anthony Warr, Warr Financial Partners Second time around Second marriage, second chance 20 - cover story
September 04, 2012
Independents must bide their time: Ripoll
Boutique practices and independent financial advisers may initially struggle with the vertically integrated business models that have emerged from restructuring and consolidation in the financial services sector, but the architect of the changes says better times are around the corner.
September 03, 2012
The duality of risk profiling
Advisers who are de-risking client portfolios tactically, rather than to match clients’ risk tolerance, could be setting them up to fail, according to the principal of farrelly’s Investment Strategy, Tim Farrelly.
September 03, 2012
In Focus: Smoothing out the ride
In an investment environment dubbed the “new normal”, the name of the game is to find asset classes that have little or no correlation with each other, and then combine them efficiently in a portfolio to achieve the best risk and return trade-off for investors. In truth, that’s always been the aim of portfolio construction
September 01, 2012
Life after
modern portfolio theory
Modern portfolio theory (MPT) was originally conceived to give investors a way to use a set of investment inputs to create an efficient investment portfolio Michael Kitces, partner and director of research, Pinnacle Advisory Group, says that in the intervening period, many investors have lost sight of how best to use it.
August 30, 2012
The fund ain’t over
In addition to being nominated in their respective fund categories, these managers are also in the running to be named Australia’s overall Fund Manager of the Year. Professional Planner/Zenith fund Award 2012 nominees – part two:
August 28, 2012
Rethinking emerging markets
Ramin Toloui, co-head of emerging markets at fund manager Pimco, says it’s a well-established fact that an allocation to bonds can reduce the overall volatility of a portfolio, but the case for including emerging-market bonds is less well understood.
August 27, 2012
The rise and rise of hybrid securities
Since the global financial crisis, retirees have flocked to term deposits because of the attractive rates, and the security and stability they offer Hybrid potential There’s been a surge in demand for what might be called intermediate risk investments, such as subordinated bonds, often referred to as hybrid securities.
August 27, 2012
