Wednesday, November 11, 2009

Five mega-trends & financial planning - ASFA Day 1

Graham Rich of brillient! and Portfolio Construction Forum spoke in the morning about his pick of the top five mega-trends affecting future portfolio construction outcomes.

The "mega-trends" may sound familiar, and were in fact echoed by other speakers: reformation of regulation, turbo of technology, movement of markets – particularly global emerging markets, the ETA of ESG, and retirement of retirement.

The one thing super funds should be doing over the next five years to respond to these trends?

Provide members with quality financial planning as a core service.

Rich threw out the challenge to trustees to choose just one of the five megatrends and commit to learning about it and collaborating with industry peers.

1 comment:

  1. The article seems to be nice and informative for the business people to get an idea about the Financial Planning.. Thank you for such a nice and useful post..


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