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The 2004 Research Pulse survey of advisers and dealer group researchers identified a material dissatisfaction with the asset allocation offerings of public investment research houses. Yet asset allocation is a key driver of quality portfolio construction, and quality results for investors.
farrelly's Investment Strategy Handbook is the
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| first independent and specialist asset allocation research publication for advisers... |
How is the farrelly's approach different?
farrelly's focuses solely on asset allocation research and models, with a difference...
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farrelly's asset allocation models
- or farrelly's Frontiers, as they're called - are created by applying clearly articulated, forward-looking return and risk assumptions, and robust portfolio optimisation techniques;
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The resulting asset allocation models are stable and likely to produce solid returns across a broad range of economic scenarios;
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Applying those same forward-looking forecasts to a range of robust portfolios exposes the portfolio that has the best chance of meeting an individual investor's cash flow needs, with a level of risk that is acceptable to the investor;
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The probability of these portfolios hitting real – i.e. after inflation – worse case scenarios is always shown, and these probabilities can be used to calculate which portfolios are likely to best meet your client’s real needs;
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It's a logical, integrated, client-focussed approach to asset allocation.
What is farrelly's Investment Strategy Handbook?
farrelly's Investment Strategy Handbook contains
farrelly’s independent editorial on asset allocation issues,
farrelly's forecasts (long-term outlooks for traditional and alternative asset classes),
farrelly's Frontiers (long-term asset allocation models, with and without alternative asset classes) and implementation guidelines to help subscribers apply the asset allocation models to individual clients.
Click HERE to view Issue 1>>>
How often is it updated?
The Strategy Handbook is published each quarter in early March, early June, early September and early December.
How can you access it?
farrelly's Investment Strategy Handbook is published by brillient!, a boutique investment publishing house established in 2002 by financial services industry pioneer, Graham Rich.
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You can access Issue 1 for free here
on farrelly.com.au (Click
HERE >>>). And on an ongoing basis, you can subscribe to farrelly's Investment
Strategy Handbook through brillient!s flagship content
platform
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PortfolioConstruction
Forum, an
independent wrap and library of leading and emerging portfolio
construction information, tools and events to help Australian
investment advisers build quality investor portfolios. You'll
find the farrelly's Investment Strategy Handbook in the Tools
section.
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Why have we chosen to outsource the publishing of farrelly's Investment Strategy Handbook? Because we are not, and don't aspire to be, a publisher - our time is better spent focused on our key skill, asset allocation research.
And why brillient! and
PortfolioConstruction
Forum? Because of the very close alignment of
farrelly's philosophy that asset allocation is a key part of building quality portfolios, with PortfolioConstruction Forum's commitment to presenting leading and emerging portfolio construction research.
So when you subscribe to farrelly's Investment Strategy Handbook,
Portfolio Construction Forum will send you:
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1 x print copy of the quarterly farrelly’s Investment Strategy Handbook;
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1 x online access to the private subscribers-only farrelly’s web page hosted on
PortfolioConstruction.com.au, from which you can access past issues of the quarterly farrelly’s Investment Strategy Handbook, and other articles of interest; and,
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1 x registration to the annual one day farrelly’s Investment Strategy
Conference (details to be announced seperately).
Subscription is a very reasonable $A300 (including GST) per quarter.
Click HERE to
access the subscribers only page or to subscribe >>>
