Articles tagged "wealth management"
In this second instalment of a four-part series, actuary John De Ravin shares some of his top tips for wealth accumulators, from his recently released book on personal financial strategies.
Posted on: November 23, 2017
Fresh from publishing a book on 100 wealth building strategies, actuary John De Ravin shares some of his top tips. This is the first instalment of a four-part series, sharing strategies for all ages and stages of wealth building.
Posted on: November 16, 2017
In late July to early August 2017 we put 20 demanding propositions to you as if you were an Investment Analyst / Economist. We had 154 brave souls who took up the challenge and entered this year’s Wealth Management Investment Competition. They are looking to win bragging rights (and some fantastic prizes) across the Actuarial profession!
Posted on: November 9, 2017
Last year 163 participants answered 20 demanding propositions put to them as if they were an Investment Analyst / Economist in the Wealth Management Investment Competition. Overall the profession did pretty well with a 62% hit rate. Some did very well – two with 100% hit rates - while others have much explaining to do! Are you willing to go again for 2017-18?
Posted on: July 27, 2017
In this year’s Investment Competition 163 participants answered 20 demanding propositions put to them as if they were an Investment Analyst / Economist. It is time for your mid-year performance review. Some have made happy their Portfolio Manager boss, while others have some explaining to do!
Posted on: February 6, 2017
In this year’s Investment Competition we asked you to act as an Investment Analyst / Economist and respond to 20 demanding propositions. The competition closed for entries on 15 July. We had 163 participants who were looking to help their Portfolio Manager boss and to win bragging rights (and some fantastic prizes) across the Actuarial profession!
Posted on: August 3, 2016
Following the success of last year’s Asset Allocation competition, the Wealth Management Sub-Committee has decided to run a new investment competition, but with a twist. Instead of acting as a Portfolio Manager, this year you must act as an Investment Analyst / Economist – and your Portfolio Manager boss is going to ask you some demanding questions!
Posted on: June 24, 2016
How accurately do performance databases reflect competing investment strategies? Ben Trollip looks at the bias towards strategies that have, by luck or skill, successfully navigated past crises.
Posted on: September 10, 2015
Into its fourth month now, the Actuaries Institute's Asset Allocation Competition, might be giving some (hypothetical) headaches. Time will tell if the would-be CIO’s can turn the tide, writes Ben Trollip.
Posted on: September 1, 2015