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| | | ... separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment Management, Joseph Palmer & Sons and Watershed are now available ... |
| | | | ... imposing constraints and risk aversion. However, he said, "the most common mistake we have observed is the lack of diversification where, in some cases, investors concentrated their bets only in one or two active managers." "No matter how good an active ... |
| | | | ... liquidity," the research house said. Incorporating ETFs into a client's portfolio also provides simple, cost-effective diversification. As such, Cerulli also cited Australia's SMSF sector as a significant contributor to the boom, along with millennial ... |
| | | | ... respectively, and preference shares saw an increase of 34%. This is attributed in part to ETFs enabling greater diversification via less traditional, high growth sectors such as robotics and aerospace. Tencent, Tesla and Nvidia joined Amazon, Apple and ... |
| | | | ... investment horizon, Plus Capital director Neil Wild added: "While modern portfolio theory talks about the benefits of diversification, the world most successful entrepreneurs and families are much more focused and Australian institutional investors are ... |
| | | | ... to equities. "Financial advisers want to offer their clients alternative investment strategies, which provide diversification benefits beyond indexing. Long-term trend following provides diversification benefits to portfolios," he said. Shepherd explains ... |
| | | | ... multi-manager. Alpha Fund Managers invested in the JPMorgan Global Bond Opportunities Fund with a view to "enhancing yield diversification opportunities across global fixed income sectors." Alpha Fund Managers portfolio manager Julien Brodie explained ... |
| | | | An increased appetite for portfolio diversification has seen investors increase their exposure to managed funds, according to Investment Trends research. The 2017 Investor Product Needs Report found the vast majority (84%) of respondents recognised ... |
| | | | ... and offshore assets than traditional Australian money market funds, giving investors a greater level of asset diversification," Pidgeon said. Quoting Rainmaker research, HSBC GAM said the Australian cash market is substantial at around $2.5 trillion ... |
| | | | ... protection strategies in the pension phase are expressing growing concern with fixed income's ability to provide diversification benefits given a potentially rising rate environment, Armitage added. "Others are focused upon managing investor behaviour ... |
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