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Edition: 14

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Edition 14

  • 10 May 2013

Nobel Laureate Harry Markowitz, APRA stings public super funds and IMAs, accountants realising latent value, Council of Superannuation Custodians and the perils of peer reviews.

The Harry Markowitz Interview, Part 1: Portfolio Selection

Harry Markowitz, the 1990 Nobel Laureate and Pensions & Investments Magazine's 'Man of the Century', explains his views on risks and returns and how he arrived at his Modern Portfolio Theory and Efficient Frontier.

Peering into peer risk

Two linked factors explain and justify our concern for rank relative to our peers, one largely psychological and sociological, and the other primarily economic. But what are the risks of performance anxiety?

Accounting may finally be sexy

Accountancy practices have been a poor second cousin to financial planning businesses in terms of sale price and merger and acquisition activity. Here’s why that might change soon.

APRA confirms SMSFs as retail but public funds stranded

Anyone responsible for product design and pricing in the superannuation industry needs an understanding of the revised Australian Prudential Standards on bank liquidity. Some creative solutions may be needed.

Has APRA also delivered a blow to Separately Managed Accounts?

APRA has given a clearer definition of the term 'financial institution', and it may be broad enough to catch a wide range of client-authorised activity, including Separately Managed Accounts.

Bring on the Council of Superannuation Custodians

Research now backs up the anecdotal claims that SMSF trustee confidence in the superannuation system is declining. The proposed Council with its independence and long term view will help address this.

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