This introduction covers why ASX is more than shares and provides an overview of the growth in ASX listed investment products and how advisers are using a range of ASX listed structures to provide efficient access to asset classes that help deliver diversification to SMSF trustee and investor portfolios.
Presenting company: ASX
This panel brings together three experts from Global and Australian equities to share with you how they build and investment thesis by sharing their top stock pick for the next 12 months and debate what will impact markets over the year ahead.
Panel: Hyperion Asset Management Limited | WestOz Funds Management | Legg Mason
Inflows into fixed income and equity income strategies have been at all-time highs across ASX investment products. This panel session will bring together leading investment managers to discuss their outlook for their asset classes, how they are currently positioning their portfolios and key considerations for advisers when deciding on how to build portfolios that generate income for their clients.
Moderator: Desktop Broker
Panel: Metrics Credit Partners | Qualitas | Betashares
In response to an unprecedented period of change in the advice industry, advisers are looking for service providers to help them navigate this challenging period through adaptations to their product suites, pricing, quality, service levels, and innovation. Adviser Ratings CEO Wealth Mark Hoven will reveal the latest feedback from advisers and practice principals on their opinion of the performance of over 50 providers of platforms, adviser software, life insurance, research and investment consulting.
Presenting company: Adviser Ratings
Reconsider conventional thinking around what it means to invest successfully, and the challenge of managing risk as opposed to avoiding it.
Explore the essential building blocks of portfolio construction and the benefits of model based practices and how the successful implementation of these leads to effective management of client risks
Presenting company: Blackrock iShares
Focus on the growth over the last 5 years in adviser use of listed products and the reasons for that growth. Overview of the structure of product being brought to market (mFund/ETP/LIC & LIT).
Considerations for advisers and investors when choosing between the different structures. Looking forward - what will drive growth over the next 5 years
Panel: Regal Funds Management | Bell Potter | Pinnacle