Practice Growth
Portfolio construction frameworks for Australian financial advisers, covering model portfolios, IPS design, and managed accounts.
Crafting the right investment philosophy for advice practices
Advisers have traditionally thought in terms of the process, but the new model requires focus on other factors — with identity and positioning at the head of...
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...
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...
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...
Portfolios are (still) missing real diversification and downside protection
The private markets have surged in popularity as investors hunt for a potent combination of yield and downside protection. But in a big selloff, the strategy...
What makes an ideal entry point for a high-conviction investment team?
Meeting the myriad metrics for investment set down by Claremont Global is just the start of a selection process that sees no more than 15 companies held at any...
How to select a fund manager
While much ado is made of the science that goes into fund manager research, real assessment puts comparable weight on the art as well according to investment...