financial 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, has 50 per cent of all consumers and contributes 70 per cent to GDP growth. The immediate Asian growth trend is expected to accelerate as…

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. Was everyone feeling as disconnected as he was? Bowditch started to think about a way of creating stronger links among the financial services community. Other…

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…

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 Investor’s Ishan Dan spoke with IIG CEO and Co-Fund Manager Daniel Madhavan about the fund and his his career at Impact Investment Group. For those…

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 at an ASX listing towards the end of the year. After speaking with Daniel, it was immediately apparent that Gefen Technologies has built what looks…

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 for Sam Lecornu, Duke Lo and John Lam, partners in new Hong Kong-based Asian fund manager Stonehorn Global Partners. From a standing start in June…

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, how many within the industry really focus on these statistics when creating a portfolio? As the momentum shifts away from 60/40 portfolios, the traditional volatility…

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 in assets at Macquarie Equities to build their own business in 2019 have delivered exceptional returns in their Stonehorn Asia Equity All-Cap Fund, adding 18.6%,…

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.