The search for diversification has forced financial advisers to look far and wide as they seek non-correlated opportunities to fortify client portfolios. Among the most popular asset class in recent months have been emerging market equities, primarily those focused on China and Asia. As is typically the case, equity markets get all the attention and…
Revolution Asset Management, a specialist private debt manager under the Channel Capital stable, has announced new appointments to its investment team to meet growing demand from institutional and wholesale clients. Lucie Bielczykova and Steve Sutinen will be joining the growing firm as assistant portfolio manager and portfolio manager respectively. Established in 2017, Revolution has grown…
Most fund managers would probably prefer smooth sailing in their first 18 months of operation, not a global pandemic and the most volatile period for equity markets in recent history. But Sean Fenton of Sage Capital, which is backed by the growing Channel Capital group, welcomed the volatility. The fund, which started in August 2019…
Evergreen Consultants, founded by experienced consultant Angela Ashton, this week launched an industry leading stress testing program for financial advisers. It is said to be the first of its kind made available in the ‘retail market’ and is available to Evergreen clients via their proprietary GreenVUE reporting platform. The launch comes after the most volatile…
The departure of top performing Asia Fund manager Joseph Lai before Christmas has forced contrarian value manager Platinum Asset Management into some leadership changes. The company announced to the ASX recently that Clay Smolinksi, who is currently the Portfolio Manager of the Platinum International and Unhedged Funds would be promoted to co-CIO with Andrew Clifford….
According to think-tank Climate Bonds Initiative, green bonds were created to fund projects that have positive environmental or climate-related benefits. They typically fall into the basket of “use of proceeds” bonds where the capital raised is earmarked for green projects, but remain secured by the issuer’s entire balance sheet. Calvert Research & Management, an Eaton…
Angela Ashton, founder and director of asset consultant Evergreen Consultants, suggests that TINA – or ‘There is No Alternative,’ to equities, that is – will be one of the driving themes of 2021 for investors. After outperforming the Chant West superannuation benchmarks, delivering a return of 4.93% from its balanced option for 2020, Evergreen now…
Investment and superannuation service provider Mainstream Group (ASX: MAI) reported a 20 per cent yearly rise in funds under administration this week. The company, which has broadened its services from traditional administration including application forms and tax reporting, to complementary businesses lines like custody and superannuation, is riding a tailwind of structural growth. Founded in…
BNY Mellon, one of the three oldest banks in the US, in partnership with its subsidiary Newton Investment Management, is launching a range of industry-leading global equity strategies. Aptly named the “Future” funds, they will seek to offer investors exposure to the tailwinds associated with climate change, the revolution in food production and importantly, the…
Dynamic asset allocation (DAA) refers to the process of frequently and significantly adjusting the mix of asset classes in a given portfolio. It sits at the stark opposite end of the strategic asset allocation (SAA) approach implemented by most financial advisers and pension funds, which effectively relies on a set-and-forget allocation with some tinkering around…
