We hosted over 125 managers at our Manager Dialogue and provided an update on what we are looking for on behalf of our clients. Key spotlights on: climate change, geopolitics, changing investment regimes and more.
South Australia’s Perks Private Wealth has strengthened its investment capabilities by securing the expertise and resources of Australia’s leading institutional investment consultant Frontier Advisors in a major coup for its clients and an exciting development for Frontier.
Risk Surface analysis runs thousands of potential strategic asset allocations (SAAs) within the desired allocation constraints. It suggests several improved portfolios based on key metrics and generates a theoretical efficient frontier curve.
APRA has finalised the new capital framework for private health insurers (PHIs), with regulations coming into effect on 1 July 2023. Our LDI Team provide an overview of the new proposed framework and its objective.