At its core, investor risk profiling is a process used to assess the level of risk that an investor is willing to take with their financial assets. The investable assets can be siloed, and a different risk profile applied to each group of assets; however, the overall risk profile of the entire portfolio should remain within the range tolerable to the investor. Each investment asset class has an array of [...]
The Market and Economic Outlook 2015 The market and economic outlook 2015 was prepared to provide our investor clients with a backdrop to the influences that guide our recommendations for the 2015 calendar year. The advisers at ContinuumFP carefully select the managers to invest client monies; and the researchers from whom we take understanding as to the issues that will impact the economy, the markets - and ultimately, the outcome [...]
Investing in the commodities asset class Every day in every way, we use products, substances and materials that are either mined or grown for our benefit and convenience: in this article we explain why the commodities asset class is an important investment portfolio inclusion. What qualifies an investment to be a recognised asset class? There are three criteria to satisfy for an investment opportunity to be included as an asset class: they are [...]
- but International offer probably too good to be true! In times where there has been severe impacts on the valuation of investment assets - and prolonged periods of low returns - offers of higher investment returns attract the attention of many, especially those who feel they have less time available to recover their losses. During the buoyant period after the post-GFC recovery had been under way for about a [...]
Why do Australian investors love property so intensely? That Australian investors love property as an asset class is not a revelation: the reason that it persists is only surprising to some – Is property the saviour that many seem to think? Property has its place in an investment portfolio, but… The following quotes are taken from a flyer recently distributed by a local real estate agent… ‘Every year, consumers are [...]