Improving your returns & income on cash – Wealth Forum (Session 10)

Given recent changes in investment markets which have seen cash rates and the ability to generate income returns from cash dramatically decrease, investors have had to consider actively managing cash balances like never before. Therefore, we have dedicated this session to improving your returns on cash and how to best manage your cash objectives.

Presenters:

  • Mark Johnson, Partner – Chairman of Investment Committee & Partner – Prime
  • Dr Laura Ryan, Head of Research – Ardea
  • Alex Stanley, Research Analyst – Ardea

Slide decks:

  • Returns on Cash – Mark Johnson (Prime’s Chairman of Investment Committee) on Prime’s approach and strategy to improving cash. He also discussed the ash equivalent returns and how we will personalise this to individual clients.
  • Ardea Real Outcome Fund – Dr Laura Ryan and Alex Stanley (Ardea Investment Management) on the current market conditions and what this means for Ardea’s current strategy.

The information in this recording and article contains general advice and is provided by Primestock Securities Ltd AFSL 239180. That advice has been prepared without taking your personal objectives, financial situation or needs into account. Before acting on this general advice, you should consider the appropriateness of it having regard to your personal objectives, financial situation and needs. You should obtain and read the Product Disclosure Statement (PDS) before making any decision to acquire any financial product referred to in this recording and article. Please refer to the FSG (www.primefinancial.com.au/fsg) for contact information and information about remuneration and associations with product issuers. This information should not be relied upon as a substitute for professional advice, and we encourage you to seek specific advice from your professional adviser before making a decision on the matters discussed in this recording and article. Information in this recording and article is current at the date of this recording and article, and we have no obligation to update or revise it as a result of any change in events, circumstances or conditions upon which it is based.

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