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Evolutionary Portfolio Services

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25.01.2022 Managed Discretionary Accounts have a number of requirements that dont apply to SMAs and other investment structures. For example the MDA provider needs to ensure the recommendation to invest in the MDA is in the best interest of the client, that each client is provided an MDA contract which contains an investment program and that the program is reviewed annually. RG179 specifically states, "You, or an external MDA adviser, must give the client personal advice about the MDA contract, including the investment program, at least once every 13 months." We can help you run an MDA, contact us for further information.

23.01.2022 US 10 year falls to 2.89% the lowest level since May 29 now I know the move is not huge and the time frame is short but it shows the markets propensity to buy bonds when equities are under pressure. Currently this is driven by potential US trade war with not only with China but potentially Europe as well. Chinese equities are down over 20% and European bond rates are also in decline. German 10yr yields have been falling for nearly six months now.

23.01.2022 Volatility in markets continues but there are ways to position portfolios to better handle the bumps in the road see http://evolutionaryps.com.au/update for more details.

22.01.2022 It is interesting to see that 10 year bonds from a number of countries are featuring in the best performing assets so far this year. While they are dominated by emerging markets Australian 10 year bonds have managed to generate a positive return showing longer dated bonds can still be useful in diversified portfolios. Graph source: ABC News.

22.01.2022 Avoiding the conflict! If financial planning practices dont charge extra fees and continue to charge their normal advice service fees, I would contend that Managed Accounts are then simply improved processes for advice businesses investment advice. If the portfolios previously recommended to clients are now run via a managed account then they could simply be seen as the next step in the evolution of financial advice where clients are treated equally. Therefore fulfilling the AFSL requirement of providing advice honestly, efficiently and FAIRLY. https://www.professionalplanner.com.au//managed-accounts/ Monitor&utm_term=Managed accounts not

18.01.2022 What Government should look to issue are PI type government bonds where the loan is not paid back as a balloon payment at the end, rather is paid over the course of the loan like a house mortgage. This would be a great CIPR solution. A 3.3% 30 year bond (roughly the current yield) would pay you annual principal and interest equal to 5.25% of your starting capital in monthly instalments. The secondary market for these would be a little complicated but it could work. Failing this speak to Evolutionary Portfolio Services about building portfolios for retirees #government #financialservices #scottmorrison #governmentbonds https://lnkd.in/fTTAmVm

17.01.2022 I met with Janus Henderson, Robeco, and Cromwell today I continue to like their strategies and see some opportunities to include in portfolios.

15.01.2022 Ive followed many of the charts referred to in this article for around a decade and can only make similar conclusions. Why a crash and US recession are not likely to be imminent.

15.01.2022 It will be great to get involved in discussing private markets in this panel discussion. https://na.eventscloud.com/ereg/newreg.php

14.01.2022 The PCF conference this week explored the idea of future proofing your portfolio. While this is certainly a challenge diversification is a way of positioning for weakness in markets. However significant issues include future yields in bond markets and over valued equity markets. I have a range of ways to position portfolios for these issues.

14.01.2022 "As a result, it must now be recognised that offering conflict free advice is no longer a choice but a necessity for financial planners." #planners Evolutionary Portfolio Services can help you https://www.moneymanagement.com.au//royal-commission-and-f

13.01.2022 New rules for longevity products should be well received. These solutions provide a great base level of income for retirees and blend well in a portfolio designed to achieve a clients retirement objectives. https://portfolioconstructionforum.edu.au//will-longevity/

10.01.2022 Why industry Super outperforms, "Mr Elia attributes two thirds of Hostplus outperformance to its long-term investment strategy, which includes heavy allocations to unlisted assets and active management." This combined with 90% growth assets is why their numbers are so high. While for many investors 90% growth assets is too high Id suggest 100% daily priced investments is also way too high. https://www.afr.com//hostplus-upbeat-on-returns-from-unlis

10.01.2022 We have finalised an ESG/SRI/Ethical portfolio which invests across the spectrum (ESG considered through to impact investing). If you are looking to deliver this type of solution for clients please reach out. www.evolutionaryps.com.au

07.01.2022 I am proud to have announced the IMAP Managed Accounts winner for Australian Equities category - Elston Asset Mangement congratulation to all the finalists and winners. It was great evening beginning with an inspiring interview with Australian, World and Olympic champion Bronte Campbell. And ending with the announcement that I will be MC at the IMAP Investment Conference in Sydney and Melbourne. I forward to seeing you all there www.imap.asn.au/pmc-2019 #managedaccounts #IMAP

06.01.2022 Very interesting results from Schroders on retirement which shows despite all the industry discussion around funding retirement that while ideally people would like more income, they generally have sufficient income. Which suggests that current arrangements are not as unsatisfactory as many pundits suggest. It is still important to invest in a way to balance longevity and sequencing risk. This likely means having to not simply investing for income. As such retirees will needing need realise a small proportion of assets to help fund lifestyle and not be purely dependant on the underlying income of the portfolio. So the income may be there but as unrealised capital gains.

05.01.2022 Our ESG/Ethical portfolios are off to a great start. If you would like assistance building ESG/Ethical or any other portfolios Evolutionary Portfolio Services can help, wholesale investors only unfortunately. (Past performance is not an indication of future performance)

05.01.2022 The Royal Commission is done and for all those concerned about setting up managed accounts in the fears of the banning of verticle integration need worry no longer. That said charging extra for a service that for businesses is more efficient is still probably not going to be looked on well by regulators. Fee for service will remain a focus for ASIC.

03.01.2022 Great sessions today @ IMAPs #investtech2018