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31 December 2021
Trading ideas and managing risk
A portfolio is not a set and forget outcome. Once constructed and adequately tailored, a portfolio will need to be monitored and reviewed at regular intervals, with the composition revised.
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25 November 2021
LIC Quarterly – The LIC sector trades at a discount to NTA… Right?
In the latest LIC Quarterly report we discuss one method for identifying and determining the importance of pre-tax NTA versus post-tax NTA, as well as the treatment of pre-tax and post-tax net effects considered in this calculation.
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5 October 2021
Sustainable ETFs: 50 Shades of Green
Fundamental to the construction of any investment portfolio, return objectives and expectations must be tailored such that they consistent with risk objectives.
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26 August 2021
Bell Potter ETF Report – July 2021
Tracking Difference and Tracking Error are two measures that can assist clients in evaluating the efficiency of a manager’s ability to replicate reference index returns.
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30 July 2021
Bell Potter ETF Report – June 2021
Following amendments in the regulatory body, Authorised Participants (APs) are no longer required to identify as an Australian resident for tax purposes.