Debunking Manager Configuration Myths

Core/Satellite equity manager configurations are popular across superannaution funds and intuitively sensible, but this is challenged by the evidence, particularly since the start of the GFC. We find that moderate volatility managers have been consistently more successful than high volatility managers over recent years. More: Read this newsletter...

ESG: The case strengthens

The events of the Global Financial Crisis have drawn deserved scrutiny to the consequences of unfettered profit motives especially in the financial sector. This lends support to the long-argued case for Environmental, Social and Governance (ESG) investment considerations. More: Read this newsletter...

A return to dividend investing

This note looks at whether the market in aggregate is attractive on a yield basis, and the increasing relevance of dividend yield to equity investment. More: Read this newsletter...

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