Frontier Advisors

As the year comes to an end, we extend our warmest wishes to our colleagues, clients, vendors and partners. Wishing you a safe, joyful and relaxing holiday season! Our office will be closed from noon on Tuesday, 24 December and reopen on Monday, 6 January 2025. #seasonsgreetings #happyholidays2024 #hello2025

In the December 2024 market update, Quantitative Research Consultant Dr. Vivian Zijin Xu, PhD reviews global #economicgrowth and #inflation trends, along with the latest developments in the #Australian economy. Vivian also highlights key themes from our 2025 Annual Secular Outlook, including #debt, #globalisation, #demographics, #productivity, #inequality, #climatechange and the neutral #interestrate. https://lnkd.in/gNRZfhzs

#Impactinvesting has the power to drive positive change in the world while also delivering financial returns to investors. But this path requires significant planning to align what may initially seem like disparate goals. In part two of our series, Joey Alcock and James Damicoucas, CFA: ✅ Break down the underlying characteristics of impact investing ✅ Explore why the UN Sustainable Development Goals are commonly associated ✅ Examine the market for impact investing opportunities Read our full paper here: https://lnkd.in/gScgZtTs

Historically, it has been difficult for certain investors to gain exposure to #privatemarkets (such as #privatedebt and #privateequity), which can offer a number of portfolio benefits including the ability to harvest an ‘illiquidity premia’. We have observed significant growth in private market products launched through an #evergreen structure. In this paper, Tom Bernard, CFA examines the trade-offs investors should consider before investing in evergreen funds. These vehicles are becoming increasingly important for our client base as we continue to grow our #privatewealth and smaller #institutionalinvestor segment. If you have any questions, please get in touch with us. Read now: https://lnkd.in/gvJ2xhxF

In our November 2024 market update, Quantitative Research Consultant Dr. Vivian Zijin Xu, PhD discusses #globalmarket movements following Trump's win, along with an update on #centralbank policies. Vivian also covers developments in the #China and the #commodities market.

In 2020, we launched our #ESG Assessment Toolkit, a comprehensive scoring system designed for our sector research teams to evaluate ESG credentials when rating both active and passive managers across all asset classes. This approach combines a #responsibleinvestment questionnaire with in-depth ESG discussions with managers. In this paper, Simone Gavin and Cathryn Goh revisit the framework, explore emerging trends within #equity subsectors, highlight improvements over time and share their key takeaways for clients. https://lnkd.in/gQuYycTY

We’re thrilled to welcome Alexandra Veroude as the newest member of the Frontier team! Alexandra joins us as a Senior Consultant in our Capital Markets and Asset Allocation Team, bringing a wealth of expertise. Based in Sydney, Alexandra will start her role in January 2025, following her relocation from the Netherlands. Welcome to the team, Alexandra! #welcome #newstarter https://lnkd.in/g3W9JSyP

Both ASIC and APRA spoke at this morning’s ASFA | The Voice of Super Conference on their focus around investment #governance issues, in particular #valuations of #unlistedassets. Our 2023 paper on this topic will help illuminate that issue for trustees. Contact us to learn more. https://lnkd.in/gdS6HWZP

Our Frontierians brought energy and team spirit to the Corporate Games last weekend! 🏀⚽🏐 We took on basketball, soccer and volleyball, showing teamwork, determination, and most importantly, having an absolute blast! Well done to everyone who participated! #TeamFrontier #CorporateGames

In the October 2024 market update, Dr. Vivian Zijin Xu, PhD, Quantitative Research Consultant, presents an in-depth analysis of the #Chinese economy and #stockmarket. Vivian also examines the #US #economy, highlighting the potential impacts from the US election. Watch now: https://lnkd.in/gAp2bxvq We published a detailed paper on China's stimulus package, addressing key questions such as its impact on growth; what sets this situation apart (or not); where the money is flowing; what to watch for; and the asset allocation implications. Clients can access the comprehensive research paper on Partners Platform.