ANALYSIS: There are numerous instances of the finance sector putting its hand on its heart and citing its social responsibility to lobby for compulsory KiwiSaver with tax incentives.
ANALYSIS: Setting the scene for future investigation of responsible investing analysis, today we take a close look at benchmarks.
ANALYSIS: Investors with concentrated portfolios risk their prime investment becoming a ‘stranded asset’.
ANALYSIS: Strategies that may be useful to help retirees cope with adverse financial markets.
ANALYSIS: For those nearing retirement, it can be unsettling to see the market tumble, but we can learn from experience.
ANALYSIS: The uncertainty of forecasting how long savings will last in retirement.
ANALYSIS: Unpacking why closed-end funds tend to trade below the value of their assets.
ANALYSIS: If everybody indexes, price discovery ceases to exist and index funds won’t work.
ANALYSIS: Just about every financial adviser these days, both locally and overseas, is into low-cost passive funds
ANALYSIS: The FMA/Simplicity stoush will make fund managers think twice when putting together an advertising campaign.