Simon Ho. chief investment officer Triple3 Partners
The Triple3 Volatility Advantage Fund aims to deliver long-term absolute returns with an emphasis on strong positive returns when markets decline. This Money Masters course with Simon Ho will explore the strategies the fund employs to enable it to provide real returns even in market downturns, as well as how it utilises volatility as an investment class.
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The Triple3 Partners Volatility Advantage Fund masterclass with Simon Ho will give you insights into:
Simon Ho /
chief investment officer Triple3 Partners
Simon is the Chief Investment Office of Triple3 Partners and founded the company in 2009. He has over 20 years of industry experience, where he held senior options trading and risk management roles at firms including: Goldman Sachs London, Merrill Lynch New York, and JP Morgan Singapore. He is involved in various initiatives within the options industry to develop volatility-based products and is a regular options expert contributor to various TV and print media outlets. Simon completed a Bachelor of Social Science (Economics) at the University of New South Wales in 1992.
Simon is the Chief Investment Officer of Triple3 Partners and founded the company in 2009. He has over 20 years of industry experience, where he held senior options trading and risk management roles at firms including: Goldman Sachs London, Merrill Lynch New York, and JP Morgan Singapore. He is involved in various initiatives within the options industry to develop volatility-based products and is a regular options expert contributor to various TV and print media outlets. Simon completed a Bachelor of Social Science (Economics) at the University of New South Wales in 1992.01.
Investing in volatility
Volatility is a relatively new asset class available to investors and is a very useful tool for portfolio diversification.02.
Past fund performance
The Triple3 Volatility Advantage Fund was established in mid-2014, however the underlying strategy has been running since October 2010.03.
How to access the fund
The Triple3 Volatility Advantage Fund is available to investors and advisers across multiple platforms and direct investment.04.
Achieving true diversification
The Triple3 Volatility Advantage Fund can work as a tool for investors looking to diversify their portfolio.05.
Adding volatility to a portfolio
Portfolio allocation to the Triple3 Volatility Advantage Fund will vary depending on each individual investor.06.
Aims of the fund
The aims of the Triple3 Volatility Advantage Fund are three fold and focus on delivering positive returns for investors.07.
Fund fee structure
The Triple3 Volatility Advantage Fund has a number of fees to be considered prior to investing.08.
The associated risks
There are a number of associated risks with the Triple3 Volatility Advantage Fund investors need to consider.09.
The ideal client
The Triple3 Volatility Advantage Fund is best suited to investors heavily exposed to equities.10.
Key considerations of the fund
Diversification is the primary consideration for investors considering the Triple3 Volatility Advantage Fund.11.
The time horizons of the Triple3 Volatility Advantage Fund will vary based on each individual investor.12.
Test yourself /
The second part of the Future Talk Season 2 CPD course sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. Occurring in the midst of COVID-19, the series aims to address how Australia’s changing economic circumstances are impacting the financial services industry, what the future holds for financial advice and whether there are better ways to serve the public and keep them engaged.
Future Talk Season 2 sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. Occurring in the midst of COVID-19, the series aims to address how Australia’s changing economic circumstances are impacting the financial services industry, what the future holds for financial advice and whether there are better ways to serve the public and keep them engaged.
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The Nikko AM Australian Share Income Fund employs a comparative value analysis approach to investing, which enables it to identify and invest in stocks which hold intrinsic value. In this Money Masters course with Malcolm Whitten, you will learn about the dual portfolio manager system utilised by Nikko Asset Management, how this is beneficial to the Nikko AM Australian Share Income fund and the buy and sell discipline which underpins the fund.
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The Austock Life Imputation Bond Money Masters course with Richard Atkinson explores the varied roles an imputation bond can play and how these can assist investors at different life stages and with different goals. Richard also discusses the tax advantages the Austock Life Imputation Bond offers and the range of investment options the bond has access to.
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The T. Rowe Price Global Equity Fund provides investors with exposure to equities on a global scale across developed and emerging markets to help them diversify their portfolios and achieve their investment goals. This Money Masters course with Kurt Umbarger will provide insights into the benefits of investing in global equities, and how T. Rowe Price evaluates and selects companies for inclusion in the portfolio.
The Tribeca Alpha Plus Fund combines a number of different investment approaches as part of the fund’s thorough market analysis. This Money Masters course with Sean Fenton will give you insights into how the fund can assist most investors to reach their goals, the fee structures associated with the fund and the tax implications behind it.
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Australian investors tend to have a strong home investment bias which can leave them vulnerable to market fluctuations and can cause them to miss out on global investment opportunities. The Platinum Asia Fund aims to address this by offering Australian investors with more international exposure. In this Money Masters course, Kerr Neilson explains why the Platinum Asia Fund chooses not to track a benchmark and the ideal time-frame individuals should consider investing in the fund for.
The Orbis Global Equity Fund provides investors the opportunity to access global shares which are priced significantly below their fair value, which can help investors to generate a return and reduce risk over the long-term. In this Money Masters course, Ben Preston explains what a contrarian investment philosophy is, as well as the fee structure behind the Orbis Global Equity Fund and what kind of investor it’s best suited to.
The Blue Sky Alternatives Access Fund Money Masters course with Alex McNab will provide insight into what constitutes an alternative investment, how the fund accesses them, and the research process the Blue Sky team employs to assess the quality of these investments. This course will also explore what type of investors are best suited to the Blue Sky Alternatives Access Fund and the rules and practices that govern the fund’s decision-making.
Applying an ethical screening overlay to its investment universe allows the Australian Ethical Emerging Companies Fund to seek out positive investment opportunities whilst avoiding negative stocks. In this Money Masters course, David Macri explores how the Australian Ethical Emerging Companies Fund works to manage risk and what kind of investors are best suited to the fund’s ethical investment approach.
The Allan Gray Australia Equity Fund with Richard Whiteoak explores the principles behind a contrarian investment philosophy and how Allan Gray utilises this to access optimum Australian stocks and achieve growth over the long-term. This Money Masters course will also explain why Allan Gray chooses to hire people from outside the industry to manage the fund’s money and how the team applies a ‘margin of safety’ to its investment picks.
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The RARE Infrastructure Value Fund aims to utilise the listed market to replicate the risk return profile of unlisted infrastructure. In this Money Masters course, Nick Langley will explore how an investment in listed infrastructure can be used in a portfolio, the ideal investment horizon for infrastructure assets and the research process RARE employs when it comes to stock selection.
Investing in Asian Real Estate Investment Trusts (REITs) can provide Australian investors with portfolio diversification as well as a stable income investment over time, says Michael Doble in his APN Property Group Asian REIT Fund Money Masters course. This course explores what the Asian property market has to offer, how investors can access this, and how APN manages risk when investing in Asian property trusts.
An investment in Australian Real Estate Investment Trusts (AREITs) can provide investors with a stable income investment over the long-term. The APN Property Group AREIT Fund Money Masters course with Michael Doble explores the Australian REIT market and what tax benefits accessing this market can provide for investors.
The Franklin Templeton Global Aggregate Bond Fund aims to provide investors with access to global fixed income markets by utilising an actively managed investment strategy. In this Money Masters course, John Beck discusses how global bond exposure can provide portfolio diversification, Franklin Templeton’s disciplined approach to risk and opportunity, and the types of investors best suited to the fund.
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The Australian Ethical Australian Shares Fund (previously Smaller Companies Trust) Money Masters course with Andy Gracey discusses how the fund can provide social conscious investors with an ethical alternative without needing to compromise their return objectives. Andy discusses how the Australian Ethical Australia Share Fund provides portfolio diversification while still accessing a range of forward-thinking and ethical asset classes.
The Allan Gray Australia Opportunity Fund is a conservative investment designed to provide stable returns across most market conditions. This Money Masters course with Simon Mawhinney will explore the strategies the fund employs when aiming to achieve this, as well as the unique features and key opportunities the fund affords its investors.
The CommBank Deposit Plus Money Masters course with Steve James will explore how this deposit series works to allow advisers to find tune their clients’ interest rate exposure based on the group’s view of interest rates over the medium to long term. It will also delve into the rules and requirements of the series as well as the range of options it affords investors.
The CommBank Flexi Rate Deposits Money Masters course with Steve James will explore how these deposits can be utilised by investors to provide a greater certainty of returns, irrespective of adverse interest rate movements. Steve also discusses how these products work to manage risk, the rules and requirements of the deposits, and the key features of the CommBank Flexi Rate Deposits range.
Multi-asset funds are single funds which invest in a variety of asset classes with different underlying characteristics, including equities, bonds, property and potentially alternative assets such as hedge funds. The UBS Tactical Beta Fund Money Masters course with Tracey McNaughton will explain what tactical beta funds are and how they are commonly used, and will provide insight into how tactical beta can be used in an investor’s portfolio.
The Folkestone Real Estate – Unlisted Funds Money Masters course with Greg Paramor will give you insights into Australian property in the unlisted space and why property investments should form an important part of a diversified portfolio. Greg discusses what types of property make good investments as well as what time horizons investors can expect to see returns over.
Investment bonds are long-term investment vehicles which may offer tax efficiency to some investors. The IOOF WealthBuilder is intended for investors who are looking to save over the medium to long-term by providing a simple solution for investments, tax planning and estate planning needs. This Money Masters course with Sue Herrald will explain what investment bonds are, how they are commonly used and how they could help your clients to achieve their life goals.
Jack Delosa, founder and chief executive of The Entourage, discusses with Vanessa Stoykov the qualities entrepreneurs share and how advances in technology and diminishing barriers to innovation means we’re likely to see more of them in the future.
In a two-part conversation with Vanessa Stoykov, Jason Kim of Nikko Asset Management, explores the concept of value – what it is, how to access it and the role patience plays in assisting investors to realise value. Part one sees Jason make the case for value investing in a low returns environment, whereas, in part two, Jason explains how emotions influence your client’s investment decisions.
As Bryce Doherty, managing director of UBS Asset Management explains, choice and engagement are intrinsically linked to superannuation in Australia. In this two-part series, Bryce speaks with Vanessa Stoykov about the impact choice has on investing, why he believes many Australians remain unengaged with their super until they reach retirement, and what steps the industry can implement to change this.
In this four part Thought Leaders series, Kerr Neilson, managing director and chief executive of Platinum Asset Management speaks with Vanessa Stoykov about the art of creating something from nothing, the evolving Asian investment environment, why it’s important to engage your children in investing early, and the future of investing.
As our world becomes more divergent it’s essential to be able to identify and invest in companies which have the ability to flourish in a low growth environment. In this Thought Leaders series, Will Low, head of global equity with Nikko Asset Management, speaks with Vanessa Stoykov about the role of free-thinking and pragmatism in investing, and why active investing will triumph in a low-growth world.
In this four-part Thought Leaders conversation with Vanessa Stoykov, Tanya Sale, chief executive of outsource financial explores the key issues currently impacting Australia’s credit broking industry and what affect these are having on the sector. Tanya discusses the ethical concerns around the mentoring of new entrants; how offering debt solutions can grow your business; what the true impact of self-managed superannuation fund (SMSF) lending has been on the industry; and why she believes the ownership of aggregators needs to be fully disclosed.
Statistics show the majority of Australian women are retiring with just over half the superannuation savings of their male peers. This presents a huge issue for Australians, advisers, and the economy. In a two-part conversation, Anne Fuchs of Sunsuper speaks with Vanessa Stoykov about why women have traditionally been disadvantaged when it comes to super and what steps advisers can take to help improve this for future generations.
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