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
27
11, 2020
International Equity Exposure: pick the strategy ?
The Accumulation chart decomposes the strategy's returns into: (1) market returns [yellow]; (2) factor returns [grey]; and (3) non-factor (alpha) [...]
6
04, 2020
Risk Spikes by 400%+ Across Growth Assets & 100%+ Across Defensive Assets
Each month, we monitor the risk levels of each sector we invest in, with the recent spike being nothing short [...]
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 [...]
30
05, 2018
The Future of Advice
Separating Planning and Portfolio Advice DFS Portfolio Solutions Principal, Stephen Romic, addresses the future of Financial Advice, which is based [...]
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 [...]
17
05, 2018
DFS Portfolio Solutions appoints
Calvin Hsieh to the investment team.
DFSPS has added a fourth member to its investment team. Calvin Hsieh is finalising his Masters of Internal Finance (Risk [...]
9
05, 2018
DFS Portfolio Solutions presents
at Melbourne University
William Higgins of DFS Portfolio Solutions presented to Melbourne University’s honours students, yesterday. The lecture is designed to provide students [...]
2
11, 2017
The future for Managed Accounts requires more than just Managed Accounts
Stephen Romic recently presented to the Institute of Managed Account Providers, discussing how technology will increase investor power and make [...]