“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 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...

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...

“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...

“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.

“A Referee-Less Game”: Alvia Asset Partners’ Chris Scarpato talks to ausbiz

Alvia Asset Partner's Chris Scarpato discusses with Nadine Blayney why it's time to marry the narrative to the facts - and in turn, ensure ESG-friendly stocks really do stack up against the prices which they bear.

“Business World Far From Investors’ Ideal”: AFR Letter to the Editor

Jonathan Shapiro’s article (“Wealthy families falling behind in managing their fortunes”, 13 Sept) quoting Dillon Hale gave voice to many of the concerns felt by those of us in the industry who actively avoid the old-school practices of some players still keen to engage in ‘hyperactive buying and selling in portfolios’ that put a client’s capital and legacy at risk.

Without a Ref it’s Easy to Game an ESG Contest

Without a universally recognised regulator to define what makes a strong environmental, social and governance (ESG) performer, gaming the system for a top score comes down to how much cash is on hand to power the PR machine, according to an investment firm CIO.

Egalitarian Approach to High Conviction Fund Proves Lucrative for the Collective

Boutique investment firm Alvia Asset Partners is giving its clients equal access to opportunities through their high-performing High Conviction Fund to help every client get a firm foothold on the wealth ladder.