NEWS AND 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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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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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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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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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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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.
read more December 18 Quarterly Outlook
Dan Miles & Dinyar Irani discuss Innova’s asset allocation positioning and their market outlook for the December Quarter.
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Portfolio Insights September 18 – Mental Accounting (Part 2)
Bucketing can help investors stay the course during tough market conditions, but can it also boost long-term investment returns? In the second part of this series, Dan Miles explains how it can deliver on both front.
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Dan Miles & Dinyar Irani discuss Innova’s asset allocation positioning and their market outlook for the September quarter
read more Portfolio Insights August 18 – Mental Accounting (Part 1)
Every dollar is equal in value – at least until it is held by an individual. Each person is riven with emotions, desires and goals that change their perceptions about the value of money. They place it in buckets, often based on the source of the money and its intended use. It’s a process also known as ‘mental accounting’ and the ways it can work against investors are well known.
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