What active managers should be managingBY JOHN DYALL | WEDNESDAY, 23 SEP 2020 4:26PMFor the longest time financial advisers have used a concept called "Risk Profiling" to build portfolios for their clients. They would ask their prospective clients a series of ... Upgrade your subscription to access this article
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
An interesting article John, and I wonder if you've developed the ideas elsewhere more than a brief article like this allows? There remains the problem, however, that negative kurtosis and skew may help explain why a fund has underperformed, but how do you apply those finding in a predictive way?