A day-in-the-life: mutual fund researcher – Xav Feng
Xav Feng of Lipper explains a typical day in his life as a fund research specialist, and the relevance and significance of this in today’s investment environment.
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Xav Feng of Lipper explains a typical day in his life as a fund research specialist, and the relevance and significance of this in today’s investment environment.
Anthony Serhan of Morningstar discusses the evolution of the firm’s research and ratings offering, and the benefits for investors.
Anthony Serhan of Morningstar explains the role, application and value of qualitative ratings as part of the investment and research process.
Bank of Singapore has appointment research specialist Richard Jerram as chief economist.
John Kessell of Morningstar explains how the firm creates high-performing portfolios through its research process, and looks at the value of economic moats.
Rishabh Saksena of Merrill Lynch Global Wealth Management explains the decision-making process and criteria around how the firm selects products and investment solutions to offer to clients.
Martin Dobson of Avenue Capital Management explains the various investment options and considerations for financial advisers during the process of creating suitable portfolios for their clients.
In Part 1 of this documentary, experienced practitioners in Australia look at the structure of the wealth management industry, explaining the financial planning and advisory process, along with its different components and players, as well as the evolving fee models.
