The bland leading the blend? Not any more

Ostergaard, Ken
May 2013
Money Management;5/2/2013, Vol. 27 Issue 16, p20
Trade Publication
The article reports on the opportunities and challenges of the multi-manager approach in the financial planning industry in Australia in 2013. It highlights the requirements of a successful multi-manager approach which include an asset class with enough diversification and disciplined portfolio construction process. It notes the mistakes made by multi managers in the past which include poor strategies and too much emphasis on short-term past performance when selecting managers.


Related Articles

  • "A serious threat to your investment objectives? Lack of diversification:".  // Trusts & Estates;Sep2015, Vol. 154 Issue 9, p3 

    The article offers suggestions for investors to have a diversified portfolio in order to cope up with the threats in investments and discusses the topics including development of a plan to maintain consistency in the volatile market and to take help from advisors for developing a plan.

  • Fundies will be the new gatekeepers. Lucas, George // Money Management;4/4/2013, Vol. 27 Issue 12, p11 

    The article focuses on the Future of Financial Advice (FOFA) reforms that will take effect on July 1, 2013, which will also challenge fund managers aside from dealer groups in Australia. It mentions that FOFA reforms will affect the power balance between fund managers and financial advisers. It...

  • The pitfalls of advisers thinking short-term. Gleeson, Rob // Fundweb;4/2/2013, p4 

    The article discusses the risks in providing short-term financial advice in Europe. It is inferred that the expectations of fund managers are essential in achieving a successful investment. According to the author, the unpredictability of the future and the unreliability of the adviser's...

  • Alternative investment opportunities beckon. Taylor, Gregg // Money Marketing;4/28/2011, p55 

    The article identifies alternative investments such as renewable energy and sustainable forestry in which portfolio can be diversified to spread risks and achieve greater returns at the same time.

  • Caution required on global listed infrastructure strategies. Tsanadis, Andrew // Money Management;9/20/2012, Vol. 26 Issue 36, p6 

    The article reports on the finding of the Morningstar's review of the financial planning sector that global listed infrastructure strategies can help in the diversification of an investment portfolio.

  • Good reason to keep gold in diversified portfolios. Cohen, Jeff // Indianapolis Business Journal;9/17/2012, Vol. 33 Issue 29, p19A 

    The article focuses on the author's views about keeping gold in diversified portfolios in the U.S.

  • Big three dominate diversified sector. Taylor, Mike // Money Management;7/8/2010, Vol. 24 Issue 24, p3 

    The article reports on the latest sector review undertaken by ratings house, Lonsec Ltd., which has revealed that ING, BT and Colonial First State are the three major players in Australia dominating the diversified fund sector and accounting for more than three-quarters of funds under management...

  • Nervous Clients? Handle With Care. Foss, Kimberly // Financial-planning.com;10/1/2015, p1 

    When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.

  • Current markets an opportunity for advisers. Pokrajac, Milana // Money Management;5/2/2013, Vol. 27 Issue 16, p9 

    The article reports on the insight of Australian Unity Investments retail distribution head Damen Purcell regarding the opportunities that the financial markets could offer to investment advisers in 2013.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics