Cuffelinks includes this ‘White Papers’ section to allow our sponsors to share their longer research or opinion pieces with our audience without editing or comment by us. They are provided for general education purposes and do not address the specific needs or circumstances of any investor.
Wikipedia defines a White Paper as “an authoritative report or guide informing in a concise manner about a complex issue and presenting the issuing body’s philosophy on the matter. It is meant to help readers understand an issue, solve a problem, or make a decision.”
White Papers contributed by our sponsors
BetaShares Australian ETF Review – May 2019 – BetaShares Capital
From assets to income: A goals-based approach to retirement spending – Vanguard Investments Australia
How are Active ETFs different from other funds? – Fidelity
Global ETF Review Quarter 1, 2019 – BetaShares Capital
Seasonal patterns: sell in May and go away? – AMP Capital
Investing today for tomorrow’s needs – AMP Capital
Known unknowns: Uncertainty, volatility and the odds of recession – Vanguard Investments Australia
Market performance has changed since late 2018, but have the facts? – MFS Investment Management
The 2019 Australian Federal election and investors – AMP Capital
Fixed income: a diversified array of investments – Perpetual
How Australia Saves 2019 – Vanguard Investments Australia
ASX-listed bond and hybrid rate sheet – NAB/Nabtrade
The Financial Power of Women – Fidelity
Analysis of Labor’s dividend imputation proposal – Colonial First State
Vanguard ETF Quarterly Report – Vanguard Investments Australia
China: Taking the lead, driving the global economy – UBS Asset Management
Hype Cycle – Is it too soon to buy? – by Fidante Partners
A list of lists on the 2019 investment outlook – AMP Capital
Top 10 most exotic SMSF investments – SuperConcepts
2019 and a shifting emphasis from return to risk – MFS Investment Management
The Australian economy in 2019 – house prices, growth and interest rates – AMP Capital
Physical impacts of climate change – by Colonial First State Global Asset Management
Infrastructure: private versus listed opportunities – UBS Asset Management
13 common sense tips to help manage your finances – AMP Capital
Australian ETF Review – October 2018 – BetaShares Capital
2018 Responsible Investment Report – Colonial First State Global Asset Management
Global insights: volatility brings opportunity | Quarterly market insights: October 2018 – Perpetual
The value of additional aged care advice – Challenger Limited
Five charts to watch on the global economy – AMP Capital
Robots and AI: a new global investment trend – BetaShares Capital
Ethical considerations in the technology sector – MFS Investment Management
Your investment palette – Pension Fund Indicators 2018 – UBS Asset Management
Managing capital gains to maximise exempt income – Accurium
Asset Allocation Report June 2018 – Vanguard Investments Australia
2018 Australian Securitisation Investor Report – Perpetual
Increasing opportunity: private and listed infrastructure markets – UBS Asset Management
Disruptive technologies drive new opportunities in commercial real estate – Legg Mason
Transition to retirement income streams … a comprehensive guide – Accurium
Nine keys to successful investing – AMP Capital
Truths about indexing – Vanguard Investments Australia
American infrastructure exceptionalism – Colonial First State Global Asset Management
Panorama: Opportunities in a maturing cycle – UBS Asset Management
Dawn of the Urban Epoch – MFS Investment Management
Mapping markets: outlook from 10 portfolio managers – Insight Investment
Volatility and how we review asset allocations – Colonial First State Global Asset Management
Will the real fixed income please stand up? – UBS Asset Management
SMSF Investment Patterns Survey March 2018 – SuperConcepts
Quarterly fixed income and currency outlook – Insight Investment
Portfolio diversification via real estate – Folkestone
Australian Exchange Traded Fund Industry: Summary April 2018 – BetaShares
The future of real estate – UBS Asset Management
Budget 2018: News and views from our Sponsors – Various
Retirement really is different – Challenger
Guide to core-satellite investing – Vanguard
Falling Sydney and Melbourne home prices – is this the crash? – AMP Capital
2018 Responsible Investment Report – Insight Investment
A tale of two styles: value and growth – Colonial First State Global Asset Management
Big Data is fuelling the revolution in AI – Magellan Asset Management
Autonomous vehicles: the real investment opportunity – AMP Capital
Time to align investment horizons – MFS Investment Management
Opportunities with ‘bear’ and ‘hybrid’ ETFs – BetaShares
Make America Great Again – listed infrastructure has a plan – Colonial First State Global Asset Management
Positive Gearing: a different kind, with no margin calls – nabtrade
2018 Active Outlook for Australian Equities – Legg Mason
2018 – a list of lists on the investment outlook – AMP Capital
Investment opportunities for 2018 – Insight Investment
Bond wars: The battle of alpha and beta – Legg Mason
Vanguard economic and market outlook for 2018 – Vanguard
Using investment bonds to fund education – Centuria
Amazon: Lessons from the US for Australian retail – Legg Mason
Why sustainability matters for listed infrastructure – Colonial First State Global Asset Management
Emerging markets: Harnessing currency returns – Insight Investment
Global sector ETF review and a guide on ETF trading – BetaShares
Behavioural factors in SMSF asset allocation – SuperConcepts with the University of Adelaide, and the SMSF Centre of Excellence
A framework for active-passive allocations – Vanguard
Australian ETF industry summary – Sept 2017 – BetaShares
4 common SMSF mistakes to avoid – SuperConcepts
SMSF Retirement Insights: SMSFs treading water – Accurium and SMSF Association
Young Australians turning to shares to build wealth – nabtrade
Robots, Artificial Intelligence and the future of jobs – Colonial First State Global Asset Management
Retirement transitions in four countries – Vanguard
SMSF Investment Patterns Survey June 2017 – SuperConcepts
Driverless vehicles are here – Magellan Asset Management
Seniors living becoming a mainstream investment option – Folkestone
Global listed infrastructure securities: Past, present, future – Colonial First State Global Asset Management
Five great charts on investing – AMP Capital
The Boutique Advantage – Fidante Partners
Australian ETF review – half year 2017 – BetaShares
Super rules have changed. Have your opportunities changed as well? – Centuria
2017 Responsible Investment and Stewardship Report – Colonial First State Global Asset Management
How Australia saves – Vanguard
Tips to optimise your super before and after 30 June 2017 – nabtrade
Decision charts making sense of the superannuation reforms – Accurium
Japanese investors flock to real assets – AMP Capital
Australian ETF Review April 2017 – BetaShares
SMSF Investment Patterns Survey, March 2017 – SuperConcepts
Black Sky Report 2017 – AMP Capital
Population projections and planning for infrastructure – Folkestone
Travel Diary: Made in Japan – Colonial First State Global Asset Management
Corporate Governance Report: ESG risks and new trends in sustainable investing – AMP Capital
Reporting season wrap and outlook, March 2017 – BT Investment Management
State of the financial services industry 2017 – Financial Services Council & UBS Asset Management
SMSF Trustees – healthier, wealthier and living longer – Accurium
SMSF Investment Patterns Survey, December 2016 – SuperConcepts
How active are Australian equity funds? – Owners Advisory by Macquarie
Infrastructure investments: Investing in communication towers – Magellan Asset Management
Gender diversity: The real reason we are still talking about it – AMP Capital
SMSF Insights: SMSF Report December 2016 – Financial Services Council & UBS Asset Management
2017 economic and market outlook: Stabilisation, not stagnation – Vanguard Investments Australia
Active Exchange Traded Managed Funds – AMP Capital
The how and why of investing in agriculture – BetaShares
The custom fitted individual as the future of financial advice – Owners Advisory by Macquarie
Infrastructure investments: Investing in airports – Magellan Asset Management
SMSF Investment Patterns Survey, Sept 2016 – SuperConcepts
Guiding members safely down a path in retirement – Challenger and KPMG
The Australian housing market – AMP Capital
How to trade exchange traded products: A practical guide for investors – BetaShares
Non-concessional cap: More proposed changes – Colonial First State
What did we learn from the A-REIT reporting season? – Folkestone
Making the most of 1 January 2017 Assets Test changes – Challenger
Ageing, it happens. So how do we profit from it? – Owners Advisory by Macquarie
The continuing search for growth – Colonial First State Global Asset Management
SMSF Retirement Insights, Volume 5: Are trustees prepared for retirement? – Accurium and SMSF Association
Close correlations of the oil kind – UBS
Exchange traded managed funds: What you need to know – AMP Capital
Tax-effective investing – alternative structures – Centuria Life
Managed risk series: Navigating challenging markets – BetaShares Capital
Infrastructure and the tangible value of time – Colonial First State Global Asset Management
Ten-year asset class returns – What does the “new normal” mean for investors? – FIIG Securities
From feast to famine: how emerging markets are creating a global savings shortfall – UBS
SMSFs and banks: Should I stay or should I go now? – Owners Advisory by Macquarie
Commercial property: Where’s the rent growth? – AMP Capital
Your SMSF year-end checklist – SuperConcepts
Even lower for even longer – UBS
Equity Infrastructure Valuations – AMP Capital
Responsible Investment and Stewardship – Colonial First State Global Asset Management
SMSF Investment Patterns Survey March 2016 – SuperConcepts
First Insights, April 2016 – Colonial First State Global Asset Management
Using a bucket strategy to maximise your client’s SMSF balance in the face of market volatility – Accurium
Apple Inc – Looking beyond the device game – Magellan Asset Management
Retirement calculators – the flaw of averages – Challenger Limited
Black Sky report 2016, Part 1: SMSFs – Trends and challenges – AMP Capital
Tactical asset management: a cornerstone of active portfolio management – Betashares Capital
Real estate outlook 2016: Navigating the road ahead – Folkestone
Greenhouse gas emissions: Risks and challenges for portfolios – AMP Capital
Looking for income? Bonds are a true provider – FIIG Securities
SMSF Retirement Insights: Pension strategies for SMSF retirees – Accurium
Smart cities and the future of cities, February 2016 – Folkestone
First Insights, January 2016 – Colonial First State Global Asset Management
Beware of Quantitative Tightening – Magellan Asset Management
Tax-effective alternatives to superannuation – Centuria Life
Releasing the pressure – BT Investment Management
Equity risk in retirement: Spinning the chocolate wheel in retirement – Challenger Limited
Investment Bonds and annuities in aged care – Centuria Life
Fixing your approach to Fixed Interest – BT Investment Management
Hybrids: Delve deeper into the asset class – FIIG Securities
Private equity real estate – adapting to the cycle and the future – Folkestone
SMSF – A guide to fixed income investing in a volatile environment – AMP Capital
The Yield Report 2015 – Colonial First State Global Asset Management
SMSF Retirement Insights: Bridging the prosperity gap – Accurium
The Great Transition – Colonial First State Global Asset Management
The rebalancing of the assets test – Accurium
What makes the fundamental index methodology work? – Research Affiliates and Betashares.
Intimate with Self-Managed Superannuation, 2015 – SMSF Association and nabtrade
Real Estate Outlook, July 2015: This Time It’s Different – Is It Really? – Folkestone
Being an investor – Magellan Asset Management
Improving access to the Corporate Bond Market for retail investors – Australian Centre for Financial Studies for National Australia Bank
The role of asset allocation in navigating the retirement risk zone – FINSIA
Black Sky Report – The SMSF Opportunity – AMP Capital
Using Investment Bonds for tax-effective investing – Centuria Life
Investor Insights: Searching for growth outside of Australian equities – Colonial First State Global Asset Management
Strategies for Managing Investment Risk in Retirement – BetaShares Capital
2015 Smart Income Report – FIIG Securities
