“Reporting season round up: winners and losers”: Alvia Asset Partners’ Chris Scarpato talks to ausbiz show ‘The Open’

“You’re fired”: We sacked our biggest client and would do it again: Inside Small Business

How ‘stepping up’ and making the hard decision to sack a big client (and taking the inevitable financial hit) can turn into a bonus, helping a business grow, retain staff, entrench firm values and culture, and safeguard the long-term financial prosperity of a business.

“Former QIC CIO Coaxed Out Of Retirement”: Industry Moves

Former QIC CIO Jim Christensen has been appointed chair and independent member of Alvia Asset Partners' investment advisory committee following his retirement late last year.

“Jim’s New Gig”: The Courier-Mail

Former QIC CIO Jim Christensen has been appointed chair and independent member of a boutique Brisbane-based firm’s investment advisory committee following his retirement late last year.

“Alvia appoints recently retired and industry admired Jim Christensen to Chair Investment Committee”

Former QIC CIO Jim Christensen has been appointed chair and independent member of a boutique Brisbane-based firm’s investment advisory committee following his retirement late last year.

“Why Platinum still looks like a gold medal”: AFR Letter to the Editor

Jonathan Shapiro’s analysis piece: (“Is Platinum a great value play or a value trap?“, February 7) acknowledges there have been some perceived “false dawns” with respect to value investing and explains why Platinum might be seen as a “value trap”, but the opposite is true.

“Market awash with products to meet demand”: AFR

Investors should be wary of research about ESG published by fund managers when the research serves their interests. Without a centralised body dictating what qualifies as pro-ESG, the market is being dictated to by well-fed PR machines determined to greenwash some market players at the expense of others, according to Alvia Asset Partners Director.

“The importance of a holistic asset allocation approach”: Alvia Asset Partners’ Chris Scarpato talks to ausbiz

Alvia Asset Partners' Chris Scarpato talks to ausbiz and outlines the risks of home bias in Aussie portfolios, debunks the belief that ETFs are risk-free and can be relied on as long-term wealth creation vehicles and the importance of a holistic asset allocation approach.

Investment in Customised Waste Solution to Meet Surge in Demand Proves Non-Toxic

A boutique investment firm, along with private investor Declan Sherman and several high net-worth family clients have backed sector-focused waste management company Pure, in response to a surge in demand for more customised hazardous waste remediation. 

“Why being ‘sophisticated’ isn’t always smart for investors”: AFR

A ‘sophisticated investor’ as one who is able to quantify risk effectively. But this is highly nuanced, since the investor also needs to be able to match this risk with their appetite and experience with investment complexity.This is the real sticking point with the current measure of sophistication – it has little bearing on an investor's understanding of risk.

“A ‘perfect storm’ for M&A may not lead to 2022 crash”: Alvia Asset Partners’ Chris Scarpato talks to ausbiz

“Pitting good versus evil in the world of thematic ETFs”: AFR

Be sure to uncover what's 'under the hood' when investing in theme-based or thematic ETFs. Simply trusting a catchy title does not constitute sufficient due diligence, according to Alvia Asset Partners CIO.