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Praemium summer podcast listening

09/12/2020 - Podcasts
Get your summer podcast list ready! Gain some great insights and learn practical strategies to apply to your business. From creating an investment philosophy, managed accounts to managing change and more. You'll be armed with the knowledge to set yourself up for a successful 2021.
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Establishing an effective investment philosophy

19/11/2020 - Podcasts
Praemium’s Head of Investment Managers & Governance Damian Cilmi hosts a discussion on establishing an effective investment philosophy with Activus Investment Advisors’ Founder Robert Talevski and Praemium’s Head of Distribution Martin Morris.
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Bridging the platform gap webinar

29/10/2020 - Podcasts
Praemium's CCO Mat Walker talks through the latest research on how advisers are managing their clients' assets on and off-platform and the rationale behind advisers' increasing platform usage.
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Managing change for a managed account transition

14/10/2020 - Podcasts
In this webinar, Martin Morris discusses how to effectively manage change and allow for a successful transition to managed accounts.
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Investment Leaders - Lonsec

19/08/2020 - Podcasts
Damian Cilmi talks to Lukasz de Pourbaix, Executive Director at Lonsec Investment Solutions about the impact of COVID-19 on investors and different strategies for creating a managed account solution.
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Praemium Investment Leaders - Lonsec

12/08/2020 - Podcasts
Praemium's Damian Cilmi talks to Lonsec Investment Solution's CIO Lukasz De Pourbaix in the latest episode of Praemium Investment Leaders.
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Helping align your clients' investments with their values

06/05/2020 - Podcasts
Damian Cilmi is joined by Australian Ethical and QS Investors to discuss the ESG landscape and how to evaluate and assess ESG strategies.
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The real impact of managed accounts

25/03/2020 - Podcasts
Praemium's Martin Morris discusses the statistical research on advice practices using managed accounts and the impact this is having on their practice in regard to client retention, client acquisition, business productivity and profit compared to their peers not using managed accounts.
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Praemium Investment Leaders - Australian Ethical

03/03/2020 - Podcasts
Praemium's Damian Cilmi talks to Australian Ethical's Head of Research Dr Stuart Palmer about the ethical investing landscape, ethical investment terminology, the screening processes involved and the potential impact on performance. The podcast also covers the rising focus on responsible business practices, the emphasis on governance and managing climate risk.
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Praemium Investment Leaders - Episode 5 Sustainalytics

03/03/2020 - Podcasts
In our latest episode Praemium's Damian Cilmi talks to Marco Sepulveda of Sustainalytics about their ESG research, how negative screening works and Praemium's new ESG customisation screening.
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