research affiliates

Financial planning

ESG imbalance between client and adviser

While advisers’ use of environmental, social and governance investments is based on client demand, 86% of consumers say they expect their adviser to bring it up first....

Funds management

Adviser ESG uptake driven by clients

Client demand is driving advisers use of environmental, social and governance investment but the majority lack a clear policy on their ESG values....

Tools & guides

Improving diversification with smart beta

There are ways for smart beta multi-factor strategies to help improve portfolio diversification and offer benefits for investors, explains Mike Aked....

Funds management

Aussie miners to overtake banks

Australian resource companies will drive the local market higher during the second half of 2021 towards 8,000 and gain more than banks, according to Research Affiliates....

Financial planning

Investors advised to rotate into resources

Investors should look to rotate out of financials and into resources as they are “perfectly positioned” for the current market environment, according to Research Affiliat...

Tools & guides

Economic Recovery and Factor Performance

The shock to markets in 2020 has left the investment landscape in an unusual position, writes Mike Aked, with five factors impacting a portfolio’s performance....

Funds management

“Returns gap” the biggest failure in investment industry

Even for asset managers skilled enough to produce alpha, chances are their clients won’t be able to fully capture it in their own portfolios because of the clients’ inves...