Show Notes
The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all.
When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them.
Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset class.
Chapters:
00:00:00 Introduction 00:01:36 Advice Industry Trends 00:06:30 Building An OCIO Business 00:08:05 Market Noise And Staying Invested 00:09:42 Private Credit Reality Check 00:14:45 Private Markets Are Hard 00:17:58 Tax Changes And Portfolio Construction 00:20:44 Infrastructure’s AI Tailwind 00:23:05 What Jacqueline Avoids 00:27:31 How To Assess Managers 00:30:52 The AI CapEx Chart
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)
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