Lorna Logan, Portfolio Manager at Stewart Investors, questions whether an over reliance on simplistic ESG scores can be a dangerous strategy… Sustainable investing is facing a wave of new regulation, seeking to improve transparency and standardise reporting requirements for sustainability funds. The intentions behind these regulations are laudable; to reduce greenwashing, help separate the… [Read More…]
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Are you undertaking regular client KiwiSaver reviews?
Omnimax explains why the KiwiSaver review process can be a boon for adviser businesses rather than simply a compliance headache… Client reviews are often pushed to the backburner, especially if they are a lengthy manual process. Are you disadvantaging your business more than you realise by not doing them? Revisiting a client’s details, risk… [Read More…]
The value of financial advice in a VUCA world
In the ‘always on’ modern world, Mint Asset Management head of sales and marketing, David Boyle, explains why consumers need professional financial advice to tune out the noise… I have never been a fan of social media. And yes, I can hear the sniggers from my friends and peers, given I do post a… [Read More…]
Inflation real(ly) weighs on returns
Mint Asset Management senior equities analyst, Michael Kenealy, looks for solid answers to inflationary questions… Given the barrage of headlines citing decades of high inflation, investors are asking how best to invest in an inflationary environment? In order to assess the current environment, it’s worth distinguishing nominal versus real rates using some examples close… [Read More…]
History may not repeat but it can rhyme
Is it the 70s all over again, or the 80s updated? Mint Asset Management chief investment officer, Anthony Halls, says past comparisons are so over-rated… At the start of this year, we asked the question “Is the inflation genie out of the bottle”? Looking back over the last six months, the short answer is… [Read More…]
How do we improve the retirement gap for women?
Mint Asset Management head of sales and marketing, David Boyle, applies some joined-up thinking to help reduce the gender retirement savings gap… It’s a fact that when I was at school woodwork was not my forte. What made things worse, my father was a highly skilled cabinet maker and carpenter. He spent many hours… [Read More…]
Why timing the market is a fool’s game
Marek Krzeczkowski, portfolio manager and Henry Morrison-Jones, investment analyst at Mint Asset Management, put market timing in its place… During bouts of market volatility, we often get questions from our clients about what changes we have made to our funds and whether it is a good idea for them to try and time the… [Read More…]
An active investment manager’s lockdown toolkit: impacts, learnings and benefits
Mint Asset Management portfolio manager, John Middleton, zooms in on how NZ fund managers have adapted to the new reality after two years of Covid disruption… With the days of lockdown hopefully now behind us and the threat of Covid becoming less alarming and disruptive, we thought it would be interesting to write about… [Read More…]
Join the club: financial wellbeing for women
Rebecca Thomas, Mint chief executive chief officer, explains why women need financial confidence – and how to get it… A report on Financial Wellbeing of Women, released in December 2021 by the Financial Services Council (FSC), revealed that perceived confidence, preparation and investment literacy among women when it comes to their finances is low…. [Read More…]
Ensuring good customer outcomes
OMNIMax Managing Director, Jonathan Taylor and Pauline Davis, Head of Technology for the BNZ Wealth Business, have a quality conversation about OMNIMax OMNIEngage – the digital solution keeping advisers and clients on the same page… There has been a lot of talk around the code of conduct focusing on good customer outcomes and meeting… [Read More…]