NEWS AND INSIGHTS

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by Dan Miles | April 16, 2019 | Portfolio Insights

Portfolio Insights June 2017 – It’s time to include risk measures alongside super investment returns

In this article written back in June 2017 Dan Miles discusses why it is time to include risk measures alongside super investment returns. The message of this article is still just as relevant today, many super funds are taking excessive amounts of risk in order to be amongst the strongest performing funds however it is investors who will ultimately pay the price when the next market downturn strikes.

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by Sophie Temperton | April 16, 2019 | Portfolio Insights

Portfolio Insights April 2019 – Why nothing has changed since the global financial crisis

In this article Sophie Temperton discusses why nothing has really changed in the financial services industry post the global financial crisis. People are still continuing to invest in the highest performing funds whilst largely ignoring risk and the industry as a whole still does a poor job of including risk measures alongside returns.

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by Dan Miles | March 19, 2019 | Portfolio Insights

Portfolio Insights March 2019 – Money Weighted Returns

In this article Dan discusses the often large discrepancies between time weighted returns and money weighted returns and how this can lead to misleading reported performance results for investors.

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by Dan Miles | February 19, 2019 | Portfolio Insights

Portfolio Insights February 2019 – Product Suitability

In this article Dan discusses the issue of product suitability and the potential end of the safe harbour provisions as an outcome of the Hayne Royal Commission.

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by Dan Miles | February 4, 2019 | Portfolio Insights

Portfolio Insights January 19 – Value of strategic advice

In this article Dan Miles discusses the value of strategic advice and how Advisers can have trouble articulating this value when there are significant intangibles involved.

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by Dan and Dinyar | February 1, 2019 | Quarterly Outlook

March 19 Quarterly Outlook

Dan Miles & Dinyar Irani discuss Innova’s asset allocation positioning and their market outlook for the March Quarter.

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by Dan Miles | December 12, 2018 | Portfolio Insights

Portfolio Insights December 18 – Best Interest Duty

In this article, Dan Miles discusses best interest duty and how lower fees are often being used by financial planners as a proxy for meeting this duty.

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by Sophie Temperton | November 19, 2018 | Portfolio Insights

Portfolio Insights October 18 – Familiarity Bias

In this article we discuss familiarity bias, a type of mental shortcut that substitutes the correct answer with what’s familiar rather than what’s right. This can often lead to excessive risk and poor decision making and many portfolios betray the effect of familiarity bias in their construction.

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by Dan Miles | October 31, 2018 | Portfolio Insights

Portfolio Insights July 17 – Dig deeper before diving in (Part 2)

Not all investment managers and consultants are the same. In this final installment of a two-part series, Innova’s Dan Miles considers the benefits – and risks – they bring to managed accounts.

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by Dan Miles | October 31, 2018 | Portfolio Insights

Portfolio Insights July 17 – Dig deeper before diving in (Part 1)

Managed Accounts offer many benefits. In the first of a two-part series, Innova’s Dan Miles shows why and compares in-sourced versus outsourced investment management.

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