WEBINAR RECORDING
Investment Management: Avoiding the Downturns
AIOFP (Association of Independently Owned Financial Professionals) CEO Peter Johnston interviews PPM Executive Chairman Hugh MacNally and discusses how Financial Advisers can only benefit if they outsource the Investment Management needs of their clients.
“It really is a case of just sticking to some key disciplines: manageable levels of debt in the investments and don’t buy hugely valued stocks. The reversion to the mean of valuations is brutal.”
As a follow up to his address to AIOFP (Association of Independently Owned Financial Professionals) members at the AIOFP Conference, PPM Executive Chairman Hugh MacNally was recently interviewed by Peter Johnston, the CEO of the AIOFP.
During the interview MacNally explained how Financial Advisers can only benefit if they outsource the Investment Management needs of their clients to a specialist investment management company. He highlighted how the role of an investment manager is not just a full-time job in itself but also needs the support of an experienced investment team of fund managers as well as a team of analysts.
He also highlighted the critical need for investment strategies to focus on the long term to avoid the inevitable downturns clients will encounter.
Johnston and MacNally also discussed the need for AIOFP members to be aware of the increasingly difficult questions AFCA are asking of advisers.
Recordings:
A video of the full interview can be viewed via the following link below. You can also choose to watch excerpts on PPM’s SMA philosophy, avoiding the downturns and the type of clients PPM can help advisers with.
- FULL VIDEO: Investment Management: avoiding the downturns (Duration: 16:58) - The benefits of outsourcing your client’s investment portfolio, ASIC and AFCA, The two key disciplines
- The litigious world of AFCA & the need for data analysis (Duration: 2:34)
- Avoiding the downturns (Duration: 2:40)
- The PPM SMA Philosophy – client transparency (Duration: 2:55)
PDF Transcript
You can also download a pdf of the interview by clicking on the button below.
The AIOFP (Association of Independently Owned Financial Professionals) was established in 1998 to differentiate the independently owned practices from the institutionally owned practices in the marketplace. With institutions now owning an alarming 80% of Planning Practices, the AIOFP provides an important element to the financial services market as it gives consumers choice and maintain balance.
For further information on Private Portfolio Managers and their IMA and SMA service offering please contact either Warren Jones, Business Development Manager or Jill May Senior Client Relations Manager.
WARREN JONES
Business Development Manager
M: 0422 819 116
P: (02) 8256 3777
Email: wj@ppmfunds.com
JILL MAY
Head of Client Services
M: 0412 033 359
P: (02) 8256 3777
Email: jm@ppmfunds.com