Responsible investing has become a focus area in the investment industry, but greenwashing is rife and the sales pitch is strong, so what really matters? Research IP helps many of our consulting clients navigate the maze, but no one client is the same. The monthly RIPPL Sluice provides some examples of responsible investment in action.
The RIPPL NZ Leaders highlights some market trends and how funds performed over the last 12 months. Check out the KiwiSaver and Non-KiwiSaver investment performance and accompanying RIPPL Effect reports.
Constructing an investment portfolio involves careful planning and consideration of various factors to align with your financial goals, risk tolerance, and time horizon. Here are the key steps to follow when creating an investment portfolio.
Research IP brings you the RIPPL Roundup each month to provide an early market snapshot for New Zealand and Australian financial advisers.
Responsible investing has become a focus area in the investment industry, but greenwashing is rife and the sales pitch is strong, so what really matters? Research IP helps many of our consulting clients navigate the maze, but no one client is the same. The monthly RIPPL Sluice provides some examples of responsible investment in action.
The RIPPL NZ Leaders highlights some market trends and how funds performed over the last 12 months. Check out the KiwiSaver and Non-KiwiSaver investment performance and accompanying RIPPL Effect reports.
Asset allocation is the main driver of returns over time so this is where much focus should be paid to ensure an investor’s portfolio is commensurate with their risk tolerance. In the last three decades, there have only been two years where both stocks and bonds have returned negative performances in the same year (using Australian index returns). Last year was the first year since 1994 that this has occurred.
Given the ongoing risks posed by inflation to households and businesses, caution is advised. Read the short version of our quarterly commentary to learn more.
Research IP brings you the RIPPL Roundup each month to provide an early market snapshot for New Zealand and Australian financial advisers.