NEWS AND INSIGHTS
June 19 Quarterly Outlook
Dinyar Irani & Shane Wang discuss Innova’s asset allocation positioning and their market outlook for the June Quarter.
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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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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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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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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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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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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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