Menu

LBW Investment Committee - July 2017 Meeting Minutes



1.      Risk profiling – we discussed the nature of investment risk profiling and the different risk profile classifications.

2.      Hedge fund strategies – discussion was held over the historic 'alpha' generation capabilities of hedge fund managers and the potential to continue to earn such returns into the future. 

 

 

 

This article has been prepared by LBW's investment committee based on its understanding of current regulatory requirements and laws. It is not considered advice and provides general information pertaining to our ideology surrounding future asset allocation strategies. It does not take into account each client's individual objectives, financial situation or needs. If you would like to know how LBW's understanding of the current environment impacts on your portfolio please contact a Financial Adviser and to discuss your options or before making an investment decisions. 

Click here to see our latest Tactical Asset Allocation.  

LBW Financial Services Pty Limited trading as LBW Wealth Management is a Corporate Authorised Representative of Wealthsure Financial Services Pty Limited (AFSL Lic. No. 326450)

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, WealthSure Financial Services Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action. Our Australian Financial Services Licence is provided by WealthSure Financial Services Pty Ltd (AFSL No: 326450) the WealthSure AFSL applies to financial products only. Please note Finance, Mortgage Broking, General Insurance, Legal Document Drafting, Taxation, Real Estate & Business Coaching are not considered to be financial products.