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Rates may have been paused this month, however it doesn’t spell the end of inflationary pressure. Our very own Brendan Paul, Senior Portfolio Manager at Atrium, joined the Ausbiz team to speak about the balancing act for central banks in managing inflation the implications for bond and equity market valuations.

Risk management is the new investment diversification strategy for the tumultuous decade ahead, according to Glen Foster, Senior Portfolio Manager, Atrium, in conversation with Proactive Investors Jonathan Jackson

Professional Planner

SMSF investors and advisers who feel unprepared to weather a recession can learn key risk management strategies being adopted by the major super funds.

Article by Atrium’s Head of Risk & Senior Portfolio Manager, Glen Foster.

Risk management is the new investment diversification strategy for the tumultuous decade ahead, according to Glen Foster, Senior Portfolio Manager, Atrium, in conversation with Proactive Investors Jonathan Jackson.

Sobering up for a reality check after an optimistic start to 2023 – Senior Portfolio Manager Brendan Paul with ausbiz’s Kyle Rodda discuss the persistent macroeconomic challenges facing investors and how diversification and risk management is the new playbook for multi-asset investing in these volatile times.

Hello 2023. Goodbye traditional investment approaches. The Future Fund’s latest position paper, ‘The Death of Traditional Portfolio Construction?’, examines whether traditional approaches will continue to be fit for purpose in a future expected to be far differsent from the past.

The Australian Financial Review’s ‘Monday fundie’ column featured Atrium Chief Investment Officer, Tony Edwards, discussing naïve diversification within typical 60-40 balanced funds and how Atrium take a different approach – one that actively considers both risk and return.

SMAs have become popular because they offer many clear benefits for advisers and their clients, but they need to evolve and mature to best meet the needs of investors – particularly in the areas of platform technology/accessibility and portfolio design says Atrium Investment Management‘s Head of Client Investment Solutions  in a recent Money Management Australia article.

Despite an unprecedented convergence of multiple macroeconomic and geo-political factors affecting global markets, there are opportunities for investors that can diversify their risks and find “multiple ways of winning” says Atrium Investment Management‘s Brendan Paul in a recent interview with ausbiz.

Important Information

This information has been prepared and issued by Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338 634) (Atrium) as the investment manager of the Marketing Name: Atrium Evolution Risk Targeted Fund. Registered Name: Atrium Evolution Series – Diversified Fund (ARSN151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS) and the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA).

The information is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained by visiting our website atriuminvest.com.au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. his information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity (RE) of the Atrium Evolution Series – Diversified Fund (ARSN 151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS), Atrium Enhanced Fixed Income Fund (ARSN 616 127112) and Atrium Alternatives Fund (ARSN 616 126 982). Investors should consider the PDS and TMD (available from Atrium’s website) before making any investment decisions.

Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468 ) is the Responsible Entity (RE) of the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA). Atrium is the portfolio manager of each of the aforementioned portfolios. Investors should consider the relevant offering document (Product Disclosure Statement (PDS) or Information Memorandum (IM) as appropriate), Target Market Determination (TMD) and other relevant information available from Atrium before making any investment decision. Investments in the CFS SMA are only available on CFS Edge. Investors should consider the PDS and TMD before making any investment decisions. Applications for a portfolio in the CFS SMA can only be made pursuant to the application form attached to the relevant PDS or Investor Directed Portfolio Service (IDPS) guide (CFS SMA Offer Documents). Please refer to the CFS SMA Offer Documents for important information concerning an investment in the CFS SMA.

You can only invest in MAPS through HUB24 Invest, an IDPS operated and administered by HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL239122) (HUB24 Custodial Services), or through HUB24 Super, a super investment service offered through the HUB24 Super Fund (ABN 60 910 190 523, RSER1074659, USI 60 910 190 523 001) (‘Nominated Platform’ means either HUB24 Invest or HUB24 Super). HUB24 Custodial Services is the promoter of theHUB24 Super Fund and provides a range of services to the HUB24 Super Fund. Investors should consider the MAPS PDS and TMD (available from the Nominated Platform’s and Atrium’s website) before making any investment decision. Please refer to the disclosure documents for your Nominated Platform(available from your financial adviser or your Nominated Platform) together with the PDS for important information concerning an investment in MAPS.

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