Addressing Non-stationary Risk Asset Allocation & Strategy, Asset Owners, Private Wealth The relationship between risk and return is seldom static for long, but most strategic asset allocation processes pretend that it is. Tactical asset allocation can help address this issue, Sandhurst Trustees’ Thad McCrindle says Read More
ALPS Looks Past Traditional Asset Classes Private Wealth Different parts of an investment portfolio have different functions and the key to good outcomces is to align these functions with a client’s objectives rather than simply following a preset strategic asset allocation, ALPS’ Vincent Au says Read More
Koda Capital’s Tactical Play in Property Asset Owners, Chief Investment Officers, Private Wealth, Real Estate Koda Capital takes an opportunistic approach to property and this has allowed the wealth manager to stay away from problematic sectors Read More
Diversification at the Todd Family Office Asset Allocation & Strategy, Chief Investment Officers, Leadership & Management, Private Wealth The investment portfolio of the Todd Family Office needs to cater not only for the risk appetite of the family members, but also for the need to diversify away from assets held directly Read More
Customisation Through Alternatives Private Wealth Norman Zhang joined Koda Capital at the end of last year as CIO. We caught up with Zhang to discuss some of the differences between the private wealth sector and the industry super funds he previously worked at and also delved into Koda’s emphasis on alternative investments Read More
Managing the Magnificent Seven Asset Owners, Equities, Private Wealth, Women in Finance The Magnificent Seven’s dominance of international equity returns have caused headaches for fund managers. We spoke to Perpetual Private’s Lydia Kav about what this means for multi-manager portfolios Read More
Behind Mason Stevens Outsourced CIO Asset Owners, Private Wealth, Women in Finance We spoke to Mason Stevens CIO Jacqueline Fernley about some of the key considerations behind the platforms new suite of investment strategies Read More
Real Estate Popular Among APAC Family Offices Private Wealth, Real Estate APAC family offices have been increasing their cash holdings and are looking to real estate as the most likely place for deployment of capital Read More
Time to Take Risk off the Table Asset Allocation & Strategy, Private Wealth With the steep rise in bond yields in recent months, investors might be able to take some risk off the table, Morgan Stanley’s Alexandre Ventelon says Read More
