Asset Allocation Strategies

A selection of papers presented at the ASSET ALLOCATION STRATEGIES TO HELP YOU NAVIGATE THE YEAR AHEAD seminar series held in Sydney, Melbourne, Brisbane and Perth are available as indicated by the links below.

To view the presentations, please login, or if you are not a member then please consider joining the AIA.  Find out more on the Member Benefits page.

* Seminar held on various dates nationally : Sydney 27 August 2010, Melbourne 23 October 2010, Brisbane 19 November 2010, Perth 20 November 2010

Back to the Future

This presentation offers a thought-provoking insight into the rapid shift in the balance of risks in global investment markets. Ways in which Australian investors can benefit from the adoption of a more dynamic approach to risk management is discussed.

 

Richard Gibbs, Chief Economist, Macquarie

Presentation

Michael Knox, Chief Economist, RBS Morgans

Presentation

Asset Allocation Principles

Asset allocation is considered one of the most fundamental investment decisions for investors. An academic and a fund manager outline the importance of asset allocation in portfolio construction and discuss empirical evidence of how asset allocation impacts on portfolio returns and suggest some alternative principles that investors may want to consider.

 

David Gallagher, Faculty of Business, University of Technology

Presentation

David Redford-Bell, State Manager, BlackRock Investment Manager

Presentation

How I would Invest $1m in my SMSF

A number of AIA members, stock analysts and financial planners addressed the question of a SMSF investing one million dollars based on the following guidelines.

  • Assume that the $1 million is the total fund balance – if you need some cash, then include that in the $1 million.
  • State whether your fund is in accumulation mode or pension mode (or both).  If it is accumulation, then when do you expect it will pay a pension?
  • Please tell us how many members in your fund.
  • Please refer to your investment strategy (written) where you describe your asset allocation criteria.  It may be helpful to show at least a summary of your strategy.
  • Please state your risk tolerance.
  • Please state your target objective,
  • i.e. growth of x%,  income of y%, or  growth of x% and income of y%.
  • Remember the sole purpose test.
 

Bernard Chapman, Developer of Insight Trader

Handout

Russell Lander, Stock Analyst, Ord Minnett

Handout

Les Martin, AIA Member

Handout

William Shirley, AIA Member

Presentation

Stuart Graham, Financial Planner, Lachlan Partners

Handout

Jon Kalkman, AIA Member

Presentation

Kevin Rodgers, AIA Member

Presentation

Peter Keys, AIA Member

Presentation

Tying it all Together - Michael Kemp, IQ Investing

Michael Kemp discusses a tool for assessing the relative value being offered by the stock market at any point in time. This will assist in timing entry. He also discusses the historical returns achieved from investing in three different asset classes (shares, property and fixed interest) and the relevance of prediction and mathematical calculation in asset selection and investment timing.

Handout

Make Better Investment Decisions – Colin Nicholson, Author & Educator

There are many ways we all learn to make decisions in our lives. These feel perfectly natural and we share them with all our friends and acquaintances. Over the last forty years behavioural finance academics have found that our natural decision-making habits contain many common biases and errors. The best investors know about these biases and errors and have trained themselves to avoid them. In fact it is fair to say that the good investors think very differently to novices. In this talk Colin discusses some of the more important biases and errors in investing decision-making.