With the latest thought leadership on managed accounts and advice practice strategies to the latest thinking on investment trends and strategy, market outlooks and more, Keep up to date on the latest from the investment world and financial platform technology industry.
Identifying loss leaders and profit neutral activities
Are you spending more time in your business rather than on your business? In this podcast Praemium's Martin Morris discusses ways to identify and evaluate those activities that are not delivering value for your clients or your business. The presentation will cover how to calculate your manufacturing costs, how to identify strategic versus tactical activities and ways to redeploy time spent on tactical activities to more valuable strategic activities.
Building an effective investment philosophy
Praemium's Damian Cilmi and Martin Morris talk to Robert Talevski, Founder of Activus Investment Advisors about practical strategies for evaluating and implementing an effective investment philosophy to help support advisers in risk management, business efficiency and client engagement.
Bridging the platform gap
Praemium's CCO Mat Walker talks through the findings of the latest research on how advisers are managing client assets on and off-platform, why they are using an increasing number of platforms and how to achieve their goal of a single platform solution for all client segments.
Managing change for a successful managed account transition
Praemium's Martin Morris discusses managing change and outlines 6 considerations for a successful change management plan including identifying key stakeholders. The podcast outlines practical strategies in the context of a managed account transition for financial advice firms, yet the strategies can be valuable to any change process within a business.
Praemium's Damian Cilmi talks to Australian Ethical's Head of Research Dr Stuart Palmer about the ethical investing landscape, what varying ethical investment terminology means and the screening processes involved as well as the potential impact on performance. The podcast also covers the rising focus on responsible business practices, the emphasis on governance and managing climate risk.
Praemium's Damian Cilmi talks to Marco Sepulveda of leading ESG research house Sustainalytics about their research process, trends in ethical research and a new screening criteria Praemium is implementing on their platform.