Russell Investments Australian Podcast

Director and Senior Portfolio Manager Alex Cousley and Associate Portfolio Manager Lachlan Brumby provide a short update on the key market themes, plus the performance and positioning for the Managed Portfolios for the month of April. 

Director and Senior Portfolio Manager Alex Cousley and Associate Portfolio Manager Lachlan Brumby provide a short update on the key market themes, plus the performance and positioning for the Managed Portfolios for the month of March.

In this episode, Senior Portfolio Manager, James Harwood chats with David Stratford from Investor Daily on how inflationary pressures and higher interest rates are impacting ESG solutions. 

John Venardos Head of Implementation Services talks to Investment Strategist Alex Cousley on the Market Outlook and implications for Implementation. Alex provides his views on cash rates locally and globally and the implications on implementation, emerging markets, vs developed markets, fixed income and equity markets and what keeps him up at night...

Interest in Environmental, Social and Governance investment strategies has grown significantly over the last three year as more investors look for long-term sustainable growth that is align to their personal values. However, the management of ESG strategies varies significantly from active and passive strategies to negative and positive asset screens. In this episode, Tim Cook, Head of Client Strategy will break down the global trends in ESG and look at how investors can better define and align their ESG integration and investment process.Important Information Views expressed in this podcast are those of individuals, unless otherwise stated. Russell Investments is not responsible for them.   This podcast was produced on 19 November 2021 and views expressed may have changed.

John Venardos, Managing Director, Head of Implementation Asia-Pacific and Andrew Zenonos, Portfolio Manager take us through 10 key insights in 10mins on what to consider when trading in Australian Shares and the impacts on implementation. What styles and sectors are on the radar, venues traded through, how liquidity is being treated and what to look out for when managing volatility in the market.  

Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the “2021 Value of an Advisor Study“, and break down the elements of “The Value of an Advisor formula”.

In this final episode XY Adviser wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small?Important Information Views expressed in this podcast are those of individuals, unless otherwise stated. Russell Investments is not responsible for them.   This podcast was produced on 13 October 2021 and views expressed may have changed.

In this episode XY Adviser dive deeper into what’s underneath E, S and G and how clients can prioritise what’s important to them.Important Information Views expressed in this podcast are those of individuals, unless otherwise stated. Russell Investments is not responsible for them.   This podcast was produced on 12 October 2021 and views expressed may have changed.

In this episode James Harwood and XY Adviser talk all about the “50 Shades of Green”.Important Information Views expressed in this podcast are those of individuals, unless otherwise stated. Russell Investments is not responsible for them.   This podcast was produced on 11 October 2021 and views expressed may have changed.

In this episode XY Adviser discuss if there’s “actually” a need for ESG investing, and why it’s a thing in the first place.Important Information Views expressed in this podcast are those of individuals, unless otherwise stated. Russell Investments is not responsible for them.   This podcast was produced on 8 October 2021 and views expressed may have changed.

In this episode XY Adviser talk with investment experts about the marketing messages around ethical investing, and why ESG investing is “so hot right now”.Important Information Views expressed in this podcast are those of individuals, unless otherwise stated. Russell Investments is not responsible for them.   This podcast was produced on 7 October2021 and views expressed may have changed.

Jonathan Philpot from HBL Mann Judd chats with Bronwyn Yates on wealth management and offering full-service wealth management to clients. Jonathan discusses managing expectations and preparing clients during COVID-19 and the changing landscape of advice.  

Simon Backman, General Manager, Wahlstrom Financial chats to Bronwyn Yates, Head of Business Solutions on running a business, planning, opportunities in the industry and looking ahead to 2021. Simon also touches on how Wahlstrom managed through the peak of COVID-19 and lessons to implement for the future. 

Bronwyn Yates, Head of Business Solutions chats with Ben Graham from Blue Summit Financial Solutions. They discuss lessons learnt from 2020, insights on how Ben interacted with clients this year and what lessons we can take from 2020 into 2021.

Tilly Money is here to start telling women’s money stories.  They chat with industry leaders, entrepreneurs, politicians & everyday women about building a financially secure & thriving life.Jodie Hampshire is the Managing Director of Russell Investments, a breast cancer survivor and mother of four adopted children. Jodie charts the course of her life from small town NSW to the big smoke of Sydney, climbing the ladder within the finance industry before setting sail for London & Dubai. Jodie's life has presented many challenges but she shares her insights on how to persevere, the tools she uses to maintain equilibrium and her insights on the sharemarket.

Joe Biden’s election as president of the United States is set to have significant implications for the ESG investing sector in 2021. In this episode of The ifa Show, James Harwood outlines what a Biden presidency will mean for markets as the COVID pandemic continues to evolve in the new year.  James also discusses how client and adviser demand for ESG investment offerings has reached a tipping point in 2020 and offers tips for advisers looking to select the right ethical funds for their clients’ needs. Important InformationThis podcast was produced December 2, 2020, listeners should consider viewing more up to date material on this topic.For ESG considersations of the Funds refer to the Product Disclosure statement.Russell Investments Australian Responsible Investment ETFRussell Investments Low Carbon Australian Shares Fund Russell Investments Sustainable Global Shares ex Fossil Fuels Fund

Advisers need to continuously work on closing the value gap and articulate the different components that underpin their advice to help clients understand the true value their adviser delivers. One area we see as a key opportunity for Advisers to showcase their value with their clients is in proactively managing a client’s investment tax experience.Join Bronwyn Yates and Tanya Hoshek as they discuss insights about being tax savvy.

In this episode of the IFA Show, host Sarah Kendell is joined by Russell Investments head of wholesale partnerships Neil Rogan to discuss the fund manager's report on both the tangible and intangible aspects of value that advisers can deliver in their relationships with clients.Neil also unpacks changing perceptions of the value of advice following the COVID crisis and how advisers can better incorporate the idea of value in their marketing and client engagement strategies going forward.

When you position your expertise and additional services to your clients, be intentional. Expertise in bringing a plan together and done correctly, is not a one-time step. It’s an ongoing process that keeps investors on track. How much is that worth?

 More than just return seeking, advisers are experienced at working with a client to closely identify their needs, with the ability to manage planned, unplanned or unforeseen expenditures. Advisers can help keep the portfolio invested where appropriate to grow assets for future spending needs and finding the best source and process for accessing capital on behalf of their clients when required. Join Bronwyn Yates and Tanya Hoshek as they discuss insights around cash drag.

We all know that this year has been a wild ride so far, and we’ve heard from advisers that they’ve recently delivered more value in this area than they have for some time.Join Bronwyn Yates and Tanya Hoshek as they look at the behavioural mistakes that investors typically make and the value advisers provide in helping investors avoid those mistakes.

An integral part of financial planning is helping clients determine what proportion of household savings and investments should be invested in short, medium- or longer-term growth-oriented investments like stocks. Join Bronwyn Yates and Tanya Hoshek as they unpack our Value of an Adviser Report and focus on why appropriate asset allocation is so important for investors. 

Join Bronwyn Yates and Tanya Hoshek as they take you through our annual Value of an Adviser report 2020 which looks holistically at the real value advisers deliver for their clients—from the knowledge and expertise required to help clients implement appropriate portfolios, to the support they provide when market conditions change. We aim to quantify not just the technical capabilities an adviser provides, but also the emotional support and guidance they offer throughout a client’s investment journey.  Our report is designed to make it easier for advisers to demonstrate this to their clients. 

We have been working with Advisers in practice management globally for over 30 years and a cornerstone tool of our offering has been the Client Engagement Road Map (CERM). The CERM helps an Adviser map out the future engagement with a client, illustrating what a client can expect and enables the Adviser to demonstrate their value through their engagement model.

Client experience is a critical success factor to any business. Satisfied clients ultimately provide sustainable revenue and longevity of the business. However, we have an opportunity to move beyond just satisfying clients. Your client experience model could be a key differentiator in your market. Building this elevated client experience can be done through WOW moments, opportunities to delight, excite and surprise your clients by showing you understand and value your relationship with them.

Connect more deeply with existing clients and also with prospects by getting to the heart of what is important to them. Ultimately, this interactive approach to client discovery has the potential to position you to be the client’s primary trusted adviser.

As advisers and business owners you recognise that time is highly valuable and often in short supply. Managed accounts is an investment option that can help you gain leverage over your time, allowing you to build scale, consistency and efficiency into your business.Managed Accounts can help you work with your client to closely align their specific return objectives, risk tolerance and specific circumstance. Highlight your value through portfolio customisation and tax management. Offer your clients choice by way of control, transparency and flexibility of their managed account.

There has been a proliferation of Environmental, Social and Governance (ESG) products hitting the market as product providers seek to meet the growing demand from asset owners and investors alike. Whilst more choice is good for consumers there is growing concern around ‘Greenwashing’ (overstating a product’s ESG credentials). How true to label are ESG investment products and what ‘shade of green’ are they? Important InformationThis podcast was produced August 21 , 2020, listeners should consider viewing more up to date material on this topic.