Mint Asset Management portfolio manager, Marek Krzeczkowski, and senior investment analyst, Ryan Falls, celebrate the diversified teachings of Harry Markowitz… It was a sad day for the world of Economics and Finance when it was announced in June that Harry Markowitz had passed. Hailed as the ‘Father of modern portfolio theory’, Markowitz won the… [Read More…]
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The AI revolution – what’s next for the financial services industry?
Mint Asset Management compliance manager, Gina Delgado, casts a human eye over AI and its impact on financial services… Artificial intelligence (AI) encapsulates a broad and diverse technology within the financial services industry. From chatbots and robo-advisors to automated mortgage underwriting and identity verification biometrics, there is no doubt that AI is transforming how… [Read More…]
A golden period for private credit
William Wong, Chief Investment Officer, iPartners Funds Management, explains why private credit is having its time in the sun… We believe market conditions are highly favourable for private credit. As one of the leaders in alternative investments, we at iPartners are fortunate to be able to take full advantage of the current capital constrained… [Read More…]
The power of diversification: expanding the investor toolkit
Mint Asset Management portfolio manager, Marek Krzeczkowski, and senior analyst, Ryan Falls, consider the alternatives… The general investing rule of thumb is that in periods of negative equity market returns, your bond portfolio offers you protection. Not so in 2022. Last year, global equities[1] fell 18.4% and global bonds[2] fell 17.5%. For investors in… [Read More…]
Betashares introduces local range of innovative investment solutions
Leading fund manager Betashares has complemented its pioneering ETF range with a new suite of unlisted index-tracking NZ funds, offering investors and their advisers a convenient, tax-efficient way to construct core portfolio allocations to equities and fixed income. Betashares’ new index-tracking funds are now available Betashares’ new range of PIE funds are now open… [Read More…]
7 Reasons Why You Need a Digital Advice Process
Digital solutions have been embraced by industries worldwide including the financial advice industry. But those yet to implement a digital financial advice process may wonder why they should bother if their current process works for them. The time and effort required to set up a digital advice process can often be seen as a barrier… [Read More…]
The big squeeze
Technical recession lights may be flashing but Kirsten Boldarin, Mint Asset Management head of distribution, says the NZ economy should hold tight through the turbulence… First quarter GDP data released in June showed that the New Zealand economy has fallen into a technical recession. But technical recession or not, the economy does seem to… [Read More…]
The new KiwiSaver: how providers are doing more with less
KiwiSaver providers are finding new ways to meet more stringent regulations and tackle rising competition, says Bravura Solutions Head of Sales & Account Management NZ, Tim Bakkenes. The $90 billion KiwiSaver market is being transformed. A shakeup of the default scheme membership has directly affected more than 300,000 members, while the regulator is demanding… [Read More…]
ACI Funds: Opening the door to evidence-based investment options
No one wants to turn away prospective clients. With the historic lack of suitable financial products, it is inevitable that a portion of would-be Kiwi investors are finding themselves locked out of countless investment options. There’s a cost (both in time and money) associated with setting up and maintaining traditional wealth investment options. That’s why… [Read More…]
Are Kiwis recession-ready?
Mint Asset Management head of sales and marketing, David Boyle, gives the downlow on Kiwi saving ideas as a downturn looms… The last material recession in New Zealand was in 2008. Interestingly, going by the Reserve Bank of NZ, the average floating mortgage rate back in January 2008 was 10.57% and you could get… [Read More…]