DFSPS Insights: Portfolio Returns – where to from here?
Over the last decade, the FE Balanced Index (a Balanced portfolio proxy) generated a real (after inflation) return of 4.7%pa. [...]
27
05, 2022
17
03, 2020
Active Strategies Set for 2020 Vision
Summary Our 2019/2020 Australian Equity Review covered 153 strategies 101 strategies were screened out due to inconsistent and/or insufficient risk-adjusted [...]
20
12, 2019
2019/2020 Australian Equity Review
A year that most Active equity strategies want to forget If you thought 2018 was a bad year for active [...]
29
11, 2019
An inverted yield curve, with a twist?
Further to our recent post, titled: Yield Curve Inversion: Time for Prudence, the chart below looks at the US cash [...]
12
11, 2019
ACTIVE, PASSIVE or FACTOR INVESTING ?
Active, passive and factor investing each have important portfolio construction roles to play. Passive and factor-based investing enable the systematic [...]
21
08, 2019
Investment Commentary – Baby Boomers’ Biggest Risk
While our Risk Management process aims to keep up with markets when conditions are stable, it also incorporates downside risk [...]
18
02, 2019
Royal Commission (RC) – Thoughts from DFS
DFS operates as an inter-generational service firm that sustains itself through trust. Indeed, our long-term relationships rely on trust, which [...]
18
02, 2019
Active v Passive Investing.
Who’s winning the battle?
There is growing debate around whether investors should have their portfolios managed through passive funds and whether active funds are [...]
10
08, 2018
DFS Portfolio Solutions wins IMAP Award for International Equities
On Wednesday 1st August 2018 I attended the inaugural IMAP Managed Accounts Awards. Pleasingly, DFS Portfolio Solutions was named as a [...]
16
07, 2018
ANNOUNCEMENT: DFSPS Most Nominated Manager in 2018 IMAP Awards
I am pleased to announce that DFS Portfolios Solutions has been selected as a finalist in four (4) investment categories [...]
13
07, 2018
Testimonial: Steve Ingram
I have been a DFS customer for a very long time and have always valued the personal attention and relied [...]
31
05, 2018
Testimonial: Kirstie Oliver – ELEVENTEN Advisory
As an independent self-licensed advisory practice, our core objective is the provision of strategic advice, tailored to suit the specific [...]
26
05, 2018
Testimonial: Sumi Putra
Having worked in funds management for over two decades, I recognised that DFS has unique qualities which led me to [...]
24
05, 2018
The Excessive Cost of the Advice Industry
What Investors Can Do About it Today In simple terms, the Royal Commission is all about protecting your wealth by [...]
21
05, 2018
Testimonial: Dr Frank Ashe
My role in the DFS Portfolio Services investment committee is twofold: to provide independent oversight of the decisions made by [...]