Testimonial: Jonathan Pain
In my role as an independent consultant to the DFSPS Investment Committee I provide a global perspective on the key [...]
10
05, 2018
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 [...]
10
04, 2018
We trust markets as much as
you trust Melbourne weather!
The US equity market (S&P500) experienced a drawdown of 10% since 26 January 2018 and is now experiencing higher [...]
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 [...]
11
08, 2017
Portfolio expectations after a solid year of returns …?
The 2017 Financial Year was a rewarding one for Australian equity investors; a revival in commodity prices saw the resources [...]
16
05, 2017
Why Beta’s better than cash in the current marketplace
Across investment markets investors have always sought to diversify investments; to truly make that happen it’s thought investors should have [...]
27
07, 2016
Stablising portfolio risk in an uncertain world
The way we think about risk is closely aligned to the way clients think about risk. Our objective is [...]
18
02, 2016
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 [...]
3
12, 2015
Dynamic Asset Allocation:
What’s inside the Toolkit?
The popularity of Dynamic Asset Allocation continues to grow under expectations that they will generate better portfolio outcomes for [...]
24
11, 2015
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.
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
With the cash rate now at an all-time low (1.5% pa), the prospect of anaemic global economic growth, and [...]
22
06, 2015
A wrap for MDAs
Only a relatively small number of investors and advisers are experiencing the wide benefits of managed accounts but too [...]
13
05, 2015
Portfolio Risks …
are we approaching a tipping point?
DFS Portfolio Solutions (DFSPS) takes a risk based approach to asset allocation, as we believe it produces better portfolio [...]