Words on the Product Review Group

In this episode of Words on Wealth, CIO Tim Rocks speaks with Andrew Moir, Senior Investment Adviser and Chair of the Product Review Group (PRG), about how the PRG sources, tests and monitors managers, maintains our Approved Product List and High Conviction List, and supports access to private-market opportunities. They discuss the rise of private equity secondaries, the importance of liquidity and risk-adjusted returns, and highlights from the PRG Year in Review. Tune in to learn more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.