From chasing returns to
balancing risk and reward

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What you can expect

In the ever-evolving landscape of finance, risk is the constant companion of opportunity. Our new whitepaper delves deep into the intricate world of investment risk, offering insights, strategies, and knowledge that will empower you to guide your clients through uncertain waters with confidence.

  • Deep Insights: Explore the nuances of systematic and unsystematic risk, along with lesser-known factors that shape investment outcomes.
  • Practical Strategies: Discover effective ways to mitigate downside risk, understand tail risk, and manage concentration risk to build resilient portfolios.
  • Future-Proofing: Learn about sequencing risk and longevity risk – essential considerations for clients investing for specific future goals or retirement.
  • Spotlight on Tail Risk: Gain a clearer understanding of tail risk and how it impacts investment performance, as we unveil strategies to navigate these unexpected turns.

Download Whitepaper

In the ever-evolving landscape of finance, risk is the constant companion of opportunity. Our new whitepaper delves deep into the intricate world of investment risk, offering insights, strategies, and knowledge that will empower you to guide your clients through uncertain waters with confidence.

Download Whitepaper

A Sneak Peek into the Whitepaper

Investing is a journey marked by both opportunities and uncertainties. The art of understanding and managing investment risk is like a puzzle that countless experts and researchers have endeavoured to solve. But how well do we truly comprehend this intricate landscape?

At its core, investment risk refers to the possibility of losses stemming from market fluctuations, overshadowing expected gains. This imminent factor looms over every investment decision, making it imperative to grasp its nuances. The upcoming whitepaper promises to unravel the complexities of investment risk, providing invaluable insights for financial advisors and investors alike.

Unveiling the Spectrum of Investment Risk
When delving into the heart of investment risk, we encounter systematic and unsystematic risk. Systematic risk blankets the entire financial market, while unsystematic risk is unique to specific companies or asset classes. Amid these constants, additional risks like downside risk, tail risk, and concentration risk emerge, painting a multifaceted portrait.

Peering into the Future: Risk Beyond the Horizon
For those investing with specific future goals, additional dimensions of risk come into play. Shortfall risk highlights the peril of not achieving investment objectives. Sequencing risk, on the other hand, dreads the ill-timed drop in investment returns, a nightmare for retirement planning. Longevity risk raises its head too, reminding us of the uncertainty of outliving our savings.

Spotlight on Tail Risk: Unravelling the Unexpected
Tail risk, a lesser-known yet impactful contender, demands our attention. This phenomenon presents the potential for assets to perform significantly below (or above) expectations. Visualise a bell curve, where average returns sit in the middle, while extreme outcomes reside in the tails. The left tail signifies unexpected, adverse performance, a risk that demands contemplation and strategy.

The Whitepaper: Your Guide to Risk Management
The whitepaper delves deep into these intricacies, armed with research, insights, and strategies to help advisors and investors navigate the turbulent waters of risk. In a world of evolving markets and unpredictable events, understanding investment risk is not just a skill – it’s a necessity.

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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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