More advisers who want absolute return/certain portfolio outcomes are joining ARRIA for a real dialogue on real return strategies and to gain access to exclusive tools only available to ARRIA Members.
On 15 April, ARRIA hosted presentations from Profile Financial Services and Pengana Capital with 25 advisers and industry executives attending.
“Momentum is building for these kinds of roundtable discussions around the actual implementation of objective based portfolios by advisers for advisers. Advisers clearly not only want to be part of the dialogue but are in many instances leading the dialogue when it comes to implementation. There are many conferences and forums that bring to the table expert speakers but very little in the way of real direction on the application of this into real portfolio solutions implemented within advisers businesses.
“Aria has held briefings in Melbourne and Sydney on these topics and we have been pleased to have attendance over 30 advisers.
- Sarah Abood from Profile Financial Services spoke on their approach to objective based planning.
- Nick Griffiths from Pengana Capital outlined the portfolio optimisation tool that they are bringing to the table exclusively for ARRIA Members.
“In May, ARRIA will launch the ‘Meet the Manager Due Diligence’ series which will arm its adviser members with insights into investment committee due diligence from specialists. Fund managers Allan Gray, Blue Sky and Aurora will present in May,” said Rebecca Jacques, General Manager, ARRIA.
Ms Jacques notes that a Mercer Study in February 2014 concluded with the statement that diversification of assets across several investment categories (i.e. beyond just equities and bonds) should represent a fundamental feature of plans.
“ARRIA is seeking to make this thinking a reality for its adviser members, and being able to launch this optimisation tool with Pengana is an integral achievement for ARRIA members in bringing actual resources to the table for financial advisers that enable the implementation of the theory that many are now espousing,” said Ms Jacques.
* Mercer Study entitled “Asset Allocation of Pension Funds Around the World” February 2014
Rebecca Jacques
General Manager
ARRIA
0402 207 229
info@arria.com.au