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On the Money
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Passive attack: Passive investing may skew financial markets
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Karma police out to get passive fund managers

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How advisers may have failed the world’s luckiest investor
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The risky business of gauging investors’ appetite for risk
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The man who made – then lost – $500m on Tesla
On the Money

How should trustees invest?

ANALYSIS: A trustee should be more cautious and take less risk than if the trustee were investing for him/herself.

Brent Sheather Sun, 15 Oct 2023
On the Money
4

Dirty DIMS done dirt cheap

ANALYSIS: What were the big reasons for the poor performance of this particular portfolio relative to the benchmark?

Brent Sheather Sun, 01 Oct 2023
On the Money
4

Digging the dirt on DIMS

ANALYSIS: To what extent, if any, do DIMS managers deviate from best practice as regards portfolio management by directing clients’ assets to their own fund management businesses?

Brent Sheather Sun, 17 Sep 2023
On the Money
4

What’s going on with DIMS?

ANALYSIS: There can be good reasons to trust your adviser to make portfolio decisions on your behalf. But you can’t totally avoid responsibility.

Brent Sheather Sun, 03 Sep 2023
On the Money
2

Would the real risk profile please stand up – part 2

ANALYSIS: In investment plans, advisers need to clearly differentiate between safe income and income from realised capital gains so clients are aware of risks.

Brent Sheather Sun, 20 Aug 2023
On the Money
4

Would the real risk profile please stand up?

ANALYSIS: When financial advisers match clients to appropriate asset allocation via risk profiling, reality affected by several complicating variables.

Brent Sheather Sun, 06 Aug 2023
On the Money
4

Dividends: implications of a high-yield strategy

ANALYSIS: How the fund management industry has responded to retail investors’ love affair with yield.

Brent Sheather Sun, 23 Jul 2023
On the Money
17

Dividends: What are they good for?

ANALYSIS: Many investors believe the dividend yield of a stock or fund is the most important criteria in determining its attractiveness,

Brent Sheather Sun, 09 Jul 2023
On the Money
15

Whakatāne District Council and solar investment – part 2

ANALYSIS: What discount rate should be employed to properly account for the time value of money and the risks implicit in a solar energy project?

Brent Sheather Sun, 25 Jun 2023
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Featured Rich Lister: Hadleigh Bognuda
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Dealmakers 2025: Treat selling your SME like selling your home

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Jim Bolger was a man of conviction and principle, Luxon says
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‘It’s got a lot more potential,’ largest Rockit shareholder says
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Finbase blames its lawyers for FMA warning

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