Colonial First State Adviser Hub

How might the recent election affect markets? Jonathan Armitage, CFS Chief Investment Officer, explores the outcomes of the U.S. presidential election and analyses what's happening domestically with inflation and interest rates. #CFSMarketInsights

Investor Strategy News editor Lachlan Maddock sits down with Christian Baylis, founder and CIO of Fortlake Asset Management, and Bryce Quirk, group executive for distribution at Colonial First State, to discuss new ways institutions can partner with asset managers, how to bring financial advice to the masses and why investors “shouldn’t be reaching for the last donut.” https://lnkd.in/gURXxKsx

“We think this is an asset class that is ripe for active management. There are a lot of mispricings in the market that gives us opportunities to add and trim as we see relative value evolve”. Join Ben Morton, Portfolio Manager of Cohen & Steers’ Global Listed Infrastructure (GLI) strategy, as he explores the key benefits of this approach. In this video, Benjamin explains how the strategy leverages Cohen & Steers’ capabilities to deliver alpha, employ a unique bottom-up stock selection process, and globally position GLI team members to conduct fundamental research across the total investable universe. https://lnkd.in/g-eGye4e

We’re thrilled to share that our CFS Geared Share fund achieved 61.2% annual return for the year to 31 October 2024! This remarkable performance significantly surpasses the fund’s S&P/ASX 100 Accumulation Index benchmark by over 36%. This isn’t a one-off either: • 14.27% (5-year p.a.) • 16.12% (7-year p.a.) • 14.57% (since inception p.a.) For over 27 years the $10b (as at 30 Sept 24) CFS Geared Shared fund has invested in a selection of high-quality Australian securities and has utilised gearing to magnify returns. Find out more about how gearing can enhance your client’s performance and help achieve their financial objectives by visiting our website or contacting one of our business development managers https://lnkd.in/gXZhxUZ7

We’re proud that CFS has been recognised by SuperRatings for the following two categories: 🤝 Adviser Servicing - providing exceptional service and support to advice businesses so they can effectively serve their clients. 🚀 Momentum - recognition of strategic execution of complex initiatives that significantly enhance member value. This is a testament to our constant focus on supporting advisers and their businesses and striving to achieve our mission to help Australians achieve financial freedom. Past performance or awards is no indication of future performance.

Tune in to the latest IFA podcast where Bryce Quirk and Recep III Peker explore the insights from the Advice Practice Profitability report. Discover how FirstChoice can empower adviser practices to better serve their clients and boost profitability. Don't miss out on this valuable discussion — listen now and download the report to unleash practice efficiency (link in comments)! https://lnkd.in/gCDgYMsS #FinancialAdvisers

International managed accounts do far more than simply providing your clients with access to global markets. They’re also an extremely effective way to engage them while giving you time to focus on winning new business. Join Frances Taylor, our Executive Director of Managed Accounts, Sam Ruiz, Portfolio Specialist from T. Rowe Price, and Warryn Robertson, Portfolio Manager from Lazard Asset Management, as they explore how combining the efficiency of the managed accounts structure with the world’s best investment managers creates unrivalled benefits for both clients and advisers during this special webinar Date and time: Tuesday 3 December, 12pm (Sydney time) Register here https://lnkd.in/gfsRZ_nT Disclaimer: Avanteos Investments Limited is the issuer of CFS Edge Super and Pension. Colonial First State Investments Limited is the Investor Directed Portfolio Service (IDPS) operator and custodian of Avanteos Wrap Account Service and issuer of CFS Edge Investments. You should read the relevant Target Market Determination (TMD), Product Disclosure Statement (PDS) and Investor Directed Portfolio Service Guide (IDPS Guide) before making any recommendations to a client. The PDS, IDPS Guide and FSGs can be obtained from cfs.com.au or by calling us on 1300 769 619.

Wonderful to be joined by 90 advisers today in Sydney, exploring a unique blend of client relationship skills and sales strategies. Through CFS 10x we're proud to partner with advice firms on a whole new level. Thanks to expert Kylie Denton, we spent the day challenging old habits and processes, reflecting and learning new techniques to foster client connection, confidence and commitment. Want to be involved in our program? Register your interest here https://lnkd.in/gNKZr8SQ

Thank you for your participation and kind words Luke! We're thrilled to see our efforts have led to real value for advisers like yourself, and we're looking forward to continuing the journey with you. Want to be involved in CFS 10x? Register your interest here https://lnkd.in/gNKZr8SQ

“When we at Cohen & Steers think about infrastructure, we’re talking about companies that provide essential public services that facilitate economic growth.” In this video, Ben Morton, Portfolio Manager of Cohen & Steers’ Global Listed Infrastructure strategy, demystifies the infrastructure asset class. Listen as he provides insight into: • the unique benefits and performance characteristics of the asset class, • the sectors and macroeconomic themes it covers, • how listed infrastructure differs from private. To learn more about Cohen & Steers and their Global Listed Infrastructure fund, visit our website https://lnkd.in/gaVQpyrR