diversification | Investment Magazine

The ‘swings and roundabouts’ of diversification

The number one topic at many investment firms is that of diversification. A panel at the Absolute Returns Conference in Sydney discussed getting the balance right.

Amanda WhiteSeptember 20, 2016

Academic study favours smaller fund managers

A desire for diversification is diluting the best ideas of active managers, shows a study carried out by Professor Ron Bird, a director of the Paul Woolley Centre. A study of stocks held by US mutual funds from 1995-2012 has led Bird to the conclusion that many would be better off sticking to their best […]

David RowleyMay 19, 2014

Retirement

Towards defined ambition

Speaking at last week’s Post-Retirement Conference, held by Conexus Financial in association with AIST, Scott Pappas said the defined benefit is “dying”. He argues that funds need to extract the benefits of such a plan in a sustainable model, namely defined ambition plans, which offer collective defined contribution (DC) schemes and money-back guarantees. “Collective DC […]

Amal AwadMarch 11, 2013

Hedge Funds

Axioms and action for
asset allocation

Recently David Neal, chief investment officer of the Australian Government Future Fund, reportedly said: “The Future Fund operates as a single portfolio… rather than breaking allocation into various sectors as is traditionally done. …Every idea should instead be evaluated against every other idea with strategies directly compared to assess the marginal benefit of where each […]

Chris CondonMay 28, 2012

Investment Strategy

Steve Keen: super funds inflating a bubble

Superannuation funds have “gambled” and played a role in driving asset prices to unsustainable levels, exposing their members to a bubble that may take decades to deflate, says the academic Steve Keen.

I & T NewsNovember 28, 2011

Investment Strategy

Paatsch hires old colleague for new firm

Ownership Matters, the corporate governance firm co-founded by Dean Paatsch, has hired Marty Chung to police small Australian companies.

I & T NewsNovember 10, 2011

Hedge Funds

Why does it feel so strange? Lasting changes in fiduciary investors’ strategies

In 1996, Peter Ryan-Kane wrote a paper called ‘The Living Room Effect’ in which he mused about the impact of a shrinking world on institutional investing. The Berlin wall had come down, CNN was making its presence felt and the internet was gaining traction – all visible from living rooms around the world, even in […]

Staff WriterNovember 2, 2009

Hedge Funds

Why does it feel so strange? Lasting changes in fiduciary investors’ strategies

In 1996, Peter Ryan-Kane wrote a paper called ‘The Living Room Effect’ in which he mused about the impact of a shrinking world on institutional investing. The Berlin wall had come down, CNN was making its presence felt and the internet was gaining traction – all visible from living rooms around the world, even in […]

Staff WriterNovember 2, 2009