Research and Ideas

asset magazine - 10th anniversary issue - essays from the top

April 2012

By Richard James, Chief Executive at NZ Funds Management.
To celebrate Asset Magazine's 10th anniversary they invited NZ Funds Management Chief Executive, Richard James, to reflect on changes to the advisory industry over the last 10 years and to look at where the industry is heading. MORE

balancing risk with return - the importance of good financial advice

23 April 2012

By David van Schaardenburg, Principal at NZ Funds Management.
In most professions it is easy to identify a job well done. One would think that assessing the competence of your financial adviser and investment manager would be no different. After all, the end result (your return) is transparent and easy to compare against the alternatives. Unfortunately, the same cannot be said for the corollary of return. that is, risk... MORE

us research suggests that kiwisaver investors may benefit from professional help

25 January 2012

By David van Schaardenburg and Jonathan Butler, Principals at NZ Funds Management.
New US research shows that clients who use employer-provided investment help, outperform those who do not take advantage of help tools. MORE

nz funds wealth technologies

16 December 2011

By Jonathan Butler, Principal at NZ Funds Management.
Over the course of the last two years, NZ Funds Management has embarked on a project to develop technologies to assist our clients to see and better understand the impact of their financial decisions. Alongside that research our technology team has been working to build interactive applications that visually bring to life the decisions and factors which influence our wealth accumulation and retirement income goals. In this article we profile two case studies to demonstrate how a financial adviser might use NZ Funds Wealth Technologies to assist two fictional clients in the wealth accumulation phase of their lives. MORE

BEHAVIOURAL FINANCE THEORY: THE DELIVERY OF FINANCIAL ADVICE TO NEW ZEALAND INVESTORS

By Jonathan Butler, Principal at NZ Funds Management.
In this paper we propose that the integration of behavioural finance theory with traditional finance theory results in a more meaningful portfolio and, ultimately, a better outcome for investors. MORE