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    Vector Insights

    Brett Liddell, CFA

    Markets have tumbled around the globe and the re-emergence of volatility will be prompting some investors to run for the exits. But for others this presents an opportunity. To paraphrase Warren Buffett, “Be... greedy when others are fearful.” By using some of Buffett’s simple philosophies, principles he learnt from his mentor Benjamin Graham, your portfolio should be able to weather downturns.


    Vector Insights

    by Arian Neiron , Managing Director

    There is a myth that a passive investment strategy which tracks a market capitalisation index minimises risks. The Australian benchmark market capitalisation index provides an excellent example for debunking this myth, with just a little bit of maths...

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    Vector Insights

    by Russel Chesler , Director, Investments & Portfolio Strategy

    Over the last decade factor-based investing has increased in popularity, especially in international equities where there is academic and practical evidence to support particular strategies. Understanding factors can help investors achieve their long term goals. For international investing over the long term, there is a clear winner.

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    Vector Insights

    by Russel Chesler , Director, Investments & Portfolio Strategy

    Factor-based investing involves identifying the dynamics of an investment that drive its return. It has become more common in recent times, often involving the 'quant' factors that active fund managers have been using for decades to sort the wheat from the chaff.

    Factor-based investing has long been a part of institutional investors' portfolios and academics have backed its investment benefits through numerous studies.

    It's no surprise then that the ever-innovating ETF industry is now making factor-based investing more accessible than ever through a new subset of smart beta ETFs and retail investors are flocking in droves.

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    Vector Insights

    10 November 2017

    You be the judge

    by Russel Chesler , Director, Investments & Portfolio Strategy

    As more and more ETFs are made available on ASX its important you are be able to assess differences between them. The most important feature to assess is the index, which drives performance. But there are four other key factors you also need to consider when judging ETFs.

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