Investment Advisers Performance MeasuresIAPM

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Advisers should disclose performance.
  By INVESPECTRA
   Dr. Ed Schuck, Director, Fidato Advisory Ltd and former Managing Director Russell Investment NZ, Senior Lecturer at Auckland University calls for investment adviser performance track record disclosure.
INVESPECTRA accuracy in question
  By INVESPECTRA
   Just how accurate are the Invespectra rankings? Are they reliable?
FMA attacks asymmetric behaviour.
  By INVESPECTRA
   FMA CEO supports better information for investors.
Strategi indirectly endorses INVESPECTRA
  By INVESPECTRA
   Investment Adviser hierarchy should show competence, performance, and accountability.
Financial Markets Authority 2013 1st Focus is on Trust and Transparency
  By INVESPECTRA
   Today 28 Feb 2013, the FMA has released its priority areas for 2013.
Who are Investment Advisers? February 2014
  By INVESPECTRA
   Who are Investment Advisers?
How to tell a good adviser from a bad one.
  By SUSAN EDMUNDS / INVESPECTRA
   Consumers still have no way of being directed to “good” financial advisers, industry participants say. Invespectra believes its performance ranking reports will help resolve that problem for the benefit of investment advisers and their clients.
Investment Industry Pyramid Structure
  By INVESPECTRA
   The Power at the Top
Portfolio - Risk Profiles and Asset Allocations
  By INVESPECTRA
   Risk profiles and asset allocations need to be able to be fairly compared.
Portfolio - Net performance:
  By INVESPECTRA
   Money after tax and fees net performance is all that matters to a client.
Portfolio - Investment Adviser Styles
  By INVESPECTRA
   Investment adviser style differences can impact significantly upon performance.
INVESPECTRA is aligned with Government principles.
  By INVESPECTRA
   The Invespectra ranking reports support government aims.
Not knowing is a Serious problem for Users.
  By INVESPECTRA
   Lack of knowledge is the investor's problem.
Not knowing is a serious problem for Non-Users
  By INVESPECTRA
   Finding a good investment adviser is difficult.
What prompts Consumer decisions?
  By INVESPECTRA
   Consumers compare on quality and price. Quality in an investment adviser is shown by competence which is shown by past performance.
Past performance predicts competence
  By INVESPECTRA
   Investment advisers should support initiatives which show their competence.
Investment advisers request referrals
  By INVESPECTRA
   Invespectra will help with anonymous referrals.
How NZers are bank depositors and over indebted.
  By INVESPECTRA
   "New Zealanders have very high proportion of their financial assets placed in bank deposits."
RBNZ Deputy Governor Speech 12 Oct 2016
  By GRANT SPENCER
   Speech delivered to the OECD -INFE Global Symposium Auckland 12 Oct 2016
 

"The INVESPECTRA Ranking Reports will help everyone including investors, their investment advisers and those seeking alternatives to bank deposits."