Research

Super funds and illiquid assets: Time of reckoning has arrived

Everyone in the research and investment community knew funds would need to navigate issues relating to their large exposure to illiquid assets at some point, Dominic McCormick writes.

Dominic McCormickApril 7, 2020

Active versus passive: Look beyond the binary

Aussie equity portfolios may suffer if investors take sides in the active versus index debate. With no shortage of options available, building a balanced portfolio is about more than picking sides.

Tahn SharpeDecember 10, 2019

AMPFP ends its mass-market MDA experiment

AMP Financial Planning couldn't make managed discretionary accounts commercially viable in light of the conditions placed on the wealth manager's offering, the group's head of research has told Professional Planner's Researcher Forum.

Matthew SmithDecember 6, 2019

Research

Asset definition inconsistency a blight for advisers

The disparate methods super funds use to define asset class make things tough for advisers, according to Lonsec’s Veronica Klaus, but the funds themselves aren’t to blame.

Tahn SharpeDecember 6, 2019

Research

Listed products: an arsenal of opportunity

Things have moved quickly in listed products, making it easier than ever for advisers to build bespoke, well-diversified portfolios for clients, Dominic McCormick writes.

Dominic McCormickOctober 17, 2018

Research

Advisers are over-diversifying: panel

Michael Furey thinks managers spreading risk across a glut of funds is folly. Look for more idiosyncratic risk factors, he says, if you want real alpha.

Tahn SharpeSeptember 21, 2018