For serious results, make risk profiling a game
Common ways of determining clients’ preferences and risk tolerance are useless and should be replaced with a game, a US academic argues.
Common ways of determining clients’ preferences and risk tolerance are useless and should be replaced with a game, a US academic argues.
In this ‘Chair’s Seat’ Q&A, Tasplan chair Naomi Edwards shares her tips for getting deals done and building a strong governance culture.
The financial services sector needs to reconsider how and where it invests, urges Centre for the Future executive chairman Dr Richard Hames.
Asset owners hungry for risk-adjusted returns and improved portfolio diversification are pouring into smart beta strategies.
One of Australia’s largest wealth-management firms calls for a stewardship code to embed principles into mainstream investment decisions.
Local experiments are demonstrating the potential of social benefit bonds. More industry collaboration and government support is needed.
The industry needs quality data and analysis to help clients plan for retirement. Milliman’s Wade Matterson proposes a solution.
Whether they believe in climate change or not, superannuation fund executives need to get their heads around its profound effects.
Colonial First State’s Scott Tully believes in guiding disengaged default super members into products with an age-appropriate risk profile.
A clear resistance is emerging to making Comprehensive Income Products for Retirement a mandatory offering for all superannuation funds.
The deadline for compliance with new disclosure reforms have been delayed until 2019, but that is no reason to dally, writes Darryll Rogers.
In a challenging era for fixed income investors, more asset owners are finding there are benefits to taking an absolute returns approach.