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Many SMSF portfolios are inefficient - creating an opportunity to either increase returns for the current level of risk or reduce risk to achieve existing returns over the shorter term.

SMSF portfolios appear inefficient – creating an opportunity to either increase returns for the current level of risk or reduce risk for the existing return.

This presentation and underlying research examine an alternative approach using a combination of fundamental stock level research and quantitative methods to estimate ex-ante portfolio risk based on exposure to three primary characteristics...