Practice Growth
Portfolio construction frameworks for Australian financial advisers, covering model portfolios, IPS design, and managed accounts.
Back to school - who gets the best grades?
Assume you are the global portfolio manager of the Sector Hindsight Fund. This allows you to make decisions with knowledge about equity sector performance with...
If you can't beat them, buy them
While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the ‘dark side’, at least...
Precise Risk in Imprecise Markets
There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe...
Building Climate Aware Portfolios
With climate change being increasingly recognised as a systemic risk, the investment community is becoming more focused on supporting the transition to a...
What if?
Portfolio construction is a function of possibilities. Equity versus fixed income is the obvious; equity the potential of capital growth, and fixed income the...
Simple rules for creating a lifelong investment portfolio
Last year, one of Australia’s leading investors and fund managers walked into my office for a recording of The Australian Investors Podcast. I had...
Rask's 10 rules for investing in the stock market
At Rask Australia, we believe an investment strategy and process should change when the facts change, as John Maynard Keynes famously said.
Scrubbing up the application of ESG
Amongst the headline noise on virus affected financial conditions, it is surprising that ESG seems to have gained an even stronger foothold.