Monthly Archive: August 2017

Aug 29

Beware the Benchmark Hugger … it might be you?

Background For quite a few years now, many commentators and researchers have criticized active strategies that charge active fees to receive benchmark-like returns. If a portfolio looks a lot like the benchmark it is trying to outperform, it doesn’t mean there won’t be outperformance, but after taking fees into consideration it is much more difficult. …

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Aug 23

Good benchmarks, Bad benchmarks … and how to choose the right one

The following article was first published in the August Professional Planner magazine and can also be found on their website by clicking here … otherwise just read on … The management guru, Peter Drucker, is attributed with the phrase, “you can’t manage what you don’t measure” and whilst we know that is not completely true, …

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Aug 07

Four Stages of Investment Analysis

Professional Planner magazine published the following in their June Magazine and also on their website … you can also click here. Otherwise … read on … On the first Friday in May, the Chief Investment Officer of the Future Fund, Raphael Arndt, spoke about how they are refining their approach to their listed equities investment …

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