portfolio construction

Funds management

Include forecasts in portfolio construction

Investors need to account for the relative, return, risk, and correlation of assets when constructing portfolios and not just look at equally-weighted assets, Plato belie...

Features

Constructing a diverse portfolio

Everyone knows the first rule of portfolio construction is diversification, Laura Dew writes, so how can advisers utilise asset classes to build a diverse portfolio in li...

Expert Analysis

In a crisis, crash protection is better than cash

In retirement, our investment objectives need to pivot. With most investment strategies designed for people in accumulation, Alastair MacLeod writes that retirees may nee...

Expert Analysis

Portfolio construction in the real world

Technical and academic portfolio construction doesn’t always suit the real world. Rob Thompson outlines factors advisers can consider to firmly focus their clients’ inves...

Expert Analysis

Structuring portfolios for long-term alpha

Mark Arnold and Jason Orthman look at conviction investment and the importance of portfolio construction in generating long-term alpha....

Features

Portfolio building a risky but rewarding business

Nicholas Grove finds that when setting upon the task of constructing a robust investment portfolio, many investors may realise the biggest risks they face may not be thos...

People & Products

Willis Towers Watson adds to team

Willis Towers Watson has recruited three additions to its Sydney portfolio management team....

Financial planning

Ignition Wealth offers goals-based investing

Ignition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation....

Features

Avoiding investment potholes

If there is one pattern emerging in portfolio management, it is that avoiding the resources sector has benefited investors as much as choosing to invest in other sectors ...