Felix Stephen, Manager Strategy & Research for Advance Investment Solutions provides a regular audio update on the expected performance of various asset classes and the impact any changes may have on the markets. Felix's insights will be of interest to both advisers and investors to ensure they plan for the right mix of asset classes within individual portfolios.

• Presented by Felix Stephen

  Felix Stephen
  Manager, Strategy & Research, Advance Investment Solutions

  Felix joined Investment Solutions in May 2004 with more than 30 years of extensive portfolio management and financial market experience. Felix is an industry veteran and has served on asset allocation, investment strategy and marketing committees at funds management institutions in Australia and overseas. He also acts as a consultant to the funds management industry in Australia.

  Felix has developed and maintains a close relationship with a wide range of personalities in key financial institutions, monetary authorities, and government and non-government institutions around the world. He has authored and published many research papers on topical subjects in Australia and abroad.

• About Advance Investment Solutions

  The Advance Investment Solutions team includes the investment management of the Multi-Manager funds for both the BT Financial Group and Advance Asset Management. This area is a dedicated investment specialist area which provides implemented consulting solutions including specialist investment advice for other departments within the BT Financial Group.

  The services include asset allocation setting, portfolio construction and managing the Multi-Manager products across Advance and BTFG. The team will also supply investment and financial market information and research across the BTFG business including the Advice businesses, platforms and superannuation.

• Disclaimer and Disclosure

  These commentaries have been prepared without taking into account our objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs.

  This information has been prepared and issued by BT Funds Management Limited ACN 002916458. While the information contained in these updates has been prepared with all reasonable care, no responsibility or liability is accepted for any errors or omissions or misstatement however caused. All forecasts and estimates are based on certain assumptions which may change. If those assumptions change, our forecasts and estimates may also change.

Subscribe for regular updates