This article was originally published in InvestorDaily. 2022 was unusually bad for both bonds and equities as official interest rates and inflation surged, while interest from our clients in private credit and debt funds has continued to skyrocket. While equities posted one of their worst year since the 2007–2008 global financial crisis
“In conjunction with Stropro, our firm has been able to deliver a uniquely tailored investment for our clients” David Offer, Director at Horizon Investment Solutions. As Integrated’s first ever client, Horizon holds a very special place in our history (and David is of course also a director of Integrated). When David was talking about
In this inflationary environment we are continuing to see an interest from our clients in Private Credit/Debt funds. Some advisers are attracted by the low correlation to traditional fixed interest securities while for others the higher returns (an illiquidity premium) available in private debt are the key attraction. Private credit is a
This article featuring our co-founder Darryl Johnson appears here in the Australian Financial Review and is reproduced below. Why neither road nor track running is enough for this exec Integrated Portfolio Solutions co-founder Darryl Johnson has a thing for mountains and the bush. He answers our Time Out Q&A. Darryl Johnson is
This article originally appeared in the SIAA Monthly . Will public market assets still form a core part of our clients’ portfolios in ten years time? Absolutely. Will private market assets form a significantly bigger part of client’s portfolios then compared to now? Undoubtedly! A fair question to then ask about the
This article originally appeared in the Investor Daily. Interest in alternatives is growing. In the US, ultra-high-net-worth portfolios have exposure of between 37 to 52 per cent to alternative assets, but here in Australia, we typically see exposure of 20 to 30 per cent to alternatives. Why the difference? Before I delve
FINANCIAL STANDARD recently featured a profile of our very own CEO and Co-Founder, DARRYL JOHNSON. The article provides a ‘behind the scenes’ look into what makes Darryl tick and explains how the lessons learnt from training and competing in ultramarathons have set him up for success in the finance world. The ORIGINAL ARTICLE, is reproduced
The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher net worth clients. This article written by our own Mark Papendieck was published in the May edition of the Stockbrokers and Investment Advisers Association newsletter. Read the article below, and the
The IFA Magazine has published an in-depth interview with several industry figures including our own CRO, Mark Papendieck, discussing innovation and how the pandemic has altered or accelerated the trajectory of some of our industry’s biggest trends. Read the full article below.
Platforms were devised to relieve the portfolio administration headaches of financial planners and investment advisers. They were meant to be an administration tool that enhanced your efficiency and relieved you of non-core (but critical) parts of your business. Last century, to make back-office portfolio administration and reporting more efficient, client investment portfolios
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