Stephen Romic, Author at DFS Portfolio Solutions

Stephen Romic

/Stephen Romic
Stephen Romic

About Stephen Romic

Stephen Romic, B.Bus; M.App Fin Managing Director Stephen has over 30 years of experience in the financial services industry; he leads a team of dedicated investment professionals and is ultimately responsible for the firm’s investment processes. Stephen is recognised in the industry as a thought leader in portfolio management, specifically in the managed account space. With over 10 years of managed accounts experience, Stephen is a regular participant and speaker at many forums and advisory boards on this topic.
18 02, 2016

Portfolios face an environment of lower returns and higher volatility. Portfolios need to be resilient!

By | February 18th, 2016|Categories: News|Comments Off on Portfolios face an environment of lower returns and higher volatility. Portfolios need to be resilient!

The Credit and Commodity super cycles have rewarded Australian investors with abnormal returns over the last 15 years. In [...]

24 11, 2015

Australian Financial Review’s Smart Investor profiles DFSPS Portfolio approach

By | November 24th, 2015|Categories: News|Comments Off on Australian Financial Review’s Smart Investor profiles DFSPS Portfolio approach

Whereas most off-the-shelf model portfolios attempt to avoid shocks by guessing what lies ahead, DFS Portfolio Solutions rebalances between [...]

15 10, 2015

S&P/ASX300 returns -0.7% over 12 months and 2.5%p.a. over 2 years to September 2015 compared to DFS Alternatives Model return of 7.1% and 5.9%p.a.

By | October 15th, 2015|Categories: News|Comments Off on S&P/ASX300 returns -0.7% over 12 months and 2.5%p.a. over 2 years to September 2015 compared to DFS Alternatives Model return of 7.1% and 5.9%p.a.

The objective of the DFS Alternatives Model is to generate positive (absolute) returns through exposure to liquid alternative investment [...]

15 08, 2015

Yields on diversified portfolios compress to ~3.5%p.a. before adviser, platform and fund manager fees

By | August 15th, 2015|Categories: News|Comments Off on Yields on diversified portfolios compress to ~3.5%p.a. before adviser, platform and fund manager fees

With the cash rate now at an all-time low (1.5% pa), the prospect of anaemic global economic growth, and [...]

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