financial adviser – Page 3 – The Inside Adviser

With diversification: the future is east

October 8, 2020 by The Inside Adviser

Despite being Australia's most important trading partner and closest neighbour, Asia remains largely undiscovered and under-appreciated by Australian investors. The region now represents 60 per cent of the global population,...

Riding for charity with Invesco

October 5, 2020 by James Dunn

Like everyone, Eben Bowditch, head of sales at Invesco Australia, was trying to navigate the abnormal and difficult times of the COVID-19 pandemic and wondering about the wellbeing of others....

Is it time to be dynamic?

October 5, 2020 by Staff Writer

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...

IIG launches its $70m Impact Fund

October 5, 2020 by Ishan Dan

Impact Investment Group (IIG) announced the launch of its new $70 million impact investment fund, designed to balance profit and purpose with a sustainable and socially conscious investment thesis. Inside...

Q&A with IPO hopeful, Gefen

September 28, 2020 by Ishan Dan

This week we interviewed Co-founder and Co-CEO Orni Daniel from Gefen Technologies, an Israeli-based digital distribution platform that has been initially aimed at Australia's insurance market. The company is looking...

Stonehorn: fear = opportunity

September 24, 2020 by Contributor

They say that the first year of a new business is the hardest. Although there were moments when it felt like it might be, it hasn't turned out that way...

Precise Risk in Imprecise Markets

September 24, 2020 by Giselle Roux

There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe ratios and the like. To be transparent,...

Specialist Asian equity strategy hiring for growth

August 27, 2020 by Drew Meredith

Benchmark-beating Stonehorn Global Partners, a specialist Asian equity team of ex-Macquarie personnel, has expanded its Australian team after a $300 million year. The team that gave up managing $4 billion...

“What happens when we go back to the office?” COVID-19 risks for financial advisers.

August 25, 2020 by Ishan Dan

The focus of health and safety regulators has been on helping employers implement measures to minimise the risk of employees either contracting COVID-19 at work or bringing it to work.