Model Portfolios – Commonality in the Chaos

Professional fund managers employ significant intellectual resources and systems firepower in order that they can extract excess return from markets in a structured and consistent manner. Of utmost importance to the investors they represent, the ability to explain the sources of return and attribute them to a repeatable process is key in gaining investor confidence [...]

By | May 28th, 2014|Uncategorized|0 Comments

Skills in going from professional sellers of investments to professiona buyers

With changing regulation around the world either in place, or moving to be in place quite soon, there is a fundamental shift occuring in the wealth management industry. This shift in many ways is that people who made their living from the selling of investment products (and were paid product commissions to do so), now [...]

By | May 22nd, 2014|Uncategorized|0 Comments

Australian Super Fee reports highlights poor outcomes of product distribution model

The Grattan Institute has recently been released a report alleging that Australians pay $10bill too much fees collectively per annum. The net effect this has to the average Australian is a cut in retirement income of up to 20 percent. Overpaying for the seemingly simple function of holding and investing assets is not news to [...]

By | May 22nd, 2014|Uncategorized|0 Comments