Practice Growth
Portfolio construction frameworks for Australian financial advisers, covering model portfolios, IPS design, and managed accounts.
Following the smart money to guide portfolios
“Follow the money” is among the most popular sayings in markets, with the regular Bank of America Fund Manager Survey one of the few insights...
Factor investing 'more science than art'
Is it the chicken, or is it the egg? Does a certain kind of personality gravitate to becoming a “quant” manager, or do quant managers end up...
Invesco Inclusive: Fear Factor
Despite being quite simple in its definition, inconsistent reporting, differing approaches and the dominance of market-cap-weighted funds has meant that factor...
The Five Principles of Australian Factor Investing: Invesco
Factor investing is a widely adopted discipline, complementing the role of traditional investment managers. This paper explores the five principles of factor...
CFS puts its clients first with new MDA products
Australian wealth management giant Colonial First State (CFS) has joined forces with some of Australia’s leading research firms to offer financial...
Exploring the benefits of factor investing
You’ve probably heard of “factor” investing but might be unsure of what it is and how it works. In this article we’ll go through the...
PIMCO's recipe for portfolio protection
While there has been much talk about renewed inflation and its harm to portfolios, thanks largely to the US economic recovery, the consensus is this will be...
A robotic future: investing in robotics, automation and AI
COVID-19 has caused the deepest liquidity squeeze since 2006, an unexpected economic shock causing an immediate deterioration in conditions.
Market beta vs. active alpha - looking for a compromise
Passive management is often considered an economical way to get market exposure, with good risk diversification and few surprises beyond what the market...
MDA Feature - 2020 round-up
Managed Discretionary Accounts (MDAs) are a relatively new investment solution available to consumers and financial advisers following recent advances in...
Six must-make changes for 2021
The time seems right to review my investment strategy calls of 2020 and put forward some ideas on the most important action to take before the year comes to a...