The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all.
When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them.
Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset class.
Chapters:
00:00:00 Introduction
00:01:36 Advice Industry Trends
00:06:30 Building An OCIO Business
00:08:05 Market Noise And Staying Invested
00:09:42 Private Credit Reality Check
00:14:45 Private Markets Are Hard
00:17:58 Tax Changes And Portfolio Construction
00:20:44 Infrastructure’s AI Tailwind
00:23:05 What Jacqueline Avoids
00:27:31 How To Assess Managers
00:30:52 The AI CapEx Chart
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Area: Technical Competence (0.50 hour)
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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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