Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...

Allan Gray Australia's Johan de Lange says investors should not be settling for less but demanding better returns from their fund managers....

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

WHK is in the process of assessing super fund IT providers to help the group improve its SMSF client services....

Matt Drennan writes that much of the debate about investment markets and methodologies overlooks the importance of client needs....

A panel of experts including Stephen van Eyk will next month traverse the thorny issue of the signs advisers will need to recognise when looking to move clients back into...

Investors naturally want to maximise return, but they need to do so in a way that moderates portfolio risk. Dr Stephen Nash explores the benefits of active switching betw...

With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....

It is no surprise investors and financial advisers are confused in what has become a dysfunctional economic and investment environment, according to Dominic McCormick....

The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains....

Modern portfolio theory still has a place in portfolio construction, but fund managers have been taking the wrong approach, according to Pinnacle Advisory head of researc...

In a stagnating Australian economy, institutional investors are taking a more dynamic approach to their asset allocation, according to research by AXA Investment Managers...

Centric Wealth, through its relationship with Philo Capital Advisers, has retained Dr Don Stammer as a non-executive expert....