Different (and difficult) times call for different approaches to portfolio construction - in this thought piece, Prof Amin Rajan shares his views on tHiNkInG oUtSiDe ThE bOx about building portfolios...

Different (and difficult) times call for different approaches to portfolio construction - in this thought piece, Prof Toby Moskowitz of Chicago University shares his views on tHiNkInG oUtSiDe ThE bOx about building portfolios...

Key takeouts from the Conference Masterclass 2012 program, and actions to take when building investor portfolios.

How a privately-owned, self- licensed advice firm transformed to ensure a win-win for clients and the business...

What does best practice asset management look like from an adviser's perspective?

The risk of using MPT - like any model - is that if poor inputs go into the model, poor results will come out...

Advisers who wish to attract HNW clients must provide a viable and effective value proposition to SMSF members - and that may mean developing a new advice framework.

Defensive portfolios face two permanent risks – interest rate risk and inflation risk. Managing these should be the highest priority of any defensive portfolio...

Developing a scalable and efficient advice proposition means transforming every aspect of the business – from client communication, compliance, staffing and profitability...

Michael discusses how his firm combines portfolio diversification with active portfolio management, to ensure client's goals are met.

Many practitioners want to manage their clients’ asset allocation more proactively (not tactically!) but find the implementation issues confusing...

There are an increasing number of multi-asset class "real return" funds available. Are they really different to the multi-sector funds of old?

China is reeling from the aftermath of a political earthquake of moderate magnitude - the damage is noticeable and the risk of aftershocks lingers...

The mechanics of solving Europe's crisis are in place. The US's fiscal position is considerably worse and holds greater uncertainty...

KiwiSaver has a number of advantages over overseas schemes. In addition, the ability to conduct meaningful KiwiSaver performance analysis is improving - we look at whether returns are ahead of inflation and cash...

IFA honours Graham Rich with Outstanding Contribution award; FMA finds issues with advisers' record keeping; Australian regulator proposes adviser exam;

The Financial Markets Authority has been busy. In the last month, it has announced the Trans-Tasman mutual recognition of financial advisers as well as releasing a guidance note on giving KiwiSaver advice. financialalert spoke with advisers, researchers and industry associations about what the changes mean to advisers...

Picking up where he left of in February at the Markets Summit, Russ explains his expectations for the markets for the remainder of 2012...

This one just won't go away. Central to this is the idea that the limiting factor behind bank lending is enough cash to lend out. It is just wrong...

Linda was the highest rated speaker at Conference 2011. Here she begins a series of thought pieces exclusive to PortfolioConstruction Forum on developments in China...