Practice Growth
Portfolio construction frameworks for Australian financial advisers, covering model portfolios, IPS design, and managed accounts.
Using real estate in portfolios to create the right balance between income and illiquidity
Investors have a deep affinity with real estate, but how to classify it within a diversified portfolio is sometimes a dilemma.
Seeing the unseen: The reptilian solution to portfolio drift and risk blindness
Picture this: you're overseeing 100 client portfolios – each one shaped by a unique blend of risk preferences, drawdown tolerances, and investment...
The strategic case for centralised investments
The wealth management industry is undergoing a profound transformation, with change arriving through many vectors. Decentralised advice models, in which...
The golden rules of resilience: Escala’s blueprint for advisers in volatile markets
Market volatility is not a new challenge—it’s an enduring feature of the investment landscape. But for seasoned advisers like Scott Carmichael and Ben...
Individual sleeves show the portfolio tailor's skill
For financial advisers, balancing the need for personalisation with the imperative for scale has long been a core challenge. However, the use of modular...
When risk rises, stick to the plan
A sound investment framework and coherent plan is always advisable, but it's particularly important when markets are gyrating.
Why we should pay less attention to benchmarks, and more to value creation
The benchmarks that are supposed to measure performance and create alignment with end investors are working against asset managers, and the industry must find...
Investment paradigm shifts as portfolio positioning overtakes performance
With markets at all-time highs and term deposits paying 5 per cent, the focus needs to shift away from relative returns and back towards positioning for...
Juice 'worth the squeeze': Custom model portfolios take hold as SMA market matures
Both in the US and at home, the model portfolio market has matured to the point where most advice firms running managed accounts are in the frame to use...
Portfolio drift remains a clear and present danger for client portfolios
The traditional method of protecting client portfolios from drift remains entirely valid. It's ostensibly cheaper to run portfolios without managed accounts,...
'Process over prediction': What high-conviction teams have over their speculative peers
By avoiding market forecasts and not making prognostications based on macroeconomic conditions or political changes, the Claremont team is able to focus on...