News and Resources:

Goals-based investment and wealth planning is the foundation for successful personal wealth management.
Investment and wealth plans should reflect an investor’s goals and objectives and define...

A major global pension crisis is threatening the two main pillars of pension systems, due to a combination of increasing demographic imbalances and decreasing economic...

Our Responsible Global Equity Strategy is centred on sustainable companies that are proactively and effectively managing their environmental, social and governance (ESG) opportunities and risks...

2018 marks the 20-year anniversary of our Responsible Global Equity Strategy. Based on the expertise of our specialist fund managers and team of environmental, social...

This report is the first in a series of fintech-related projects the Financial Planning Association of Australia (FPA) will be undertaking over the coming year....

In this paper leading independent research firm, bFinance, examine ‘alternative beta’, a further extension of beta investing into the realm of alternatives.

In this note CFM introduce Risk Premia as generically encompassing a set of strategies where investors are compensated for assuming risk. This compensation comes in...

Advisers have long known what traditional beta is when it comes to equities, bonds and credit, and that is, the return generated by being exposed...

We study several aspects of the so-called low-vol and low-β anomalies. CFM's most significant message is that the low-vol anomaly is the result of two...

This note investigates the causes of the quality anomaly, which is one of the strongest and most scalable anomalies in equity markets. CFM explore two...