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June 24, 2014

Press Release: Industry collective launches SMSF investor initiative

No More Practice Investment Series

KEY POINTS:

  • New industry initiative aims to educate SMSFs and retail investors through documentary based TV
  • Advisers and accountants to receive tools and services to better engage end clients
  • No More Practice Investment Series premieres on SkyNews Business, Sunday July 6 at 8:30pm

Tuesday, 24th June 2014: A new industry initiative aimed at educating SMSF and retail investors on the real face of money management will launch on SkyNews Business, Sunday July 6, at 8.30pm.

The No More Practice Investment Series, created by wealth education business evolution media group, with a collective of key influencers including the ASX, Financial Services Council, Portfolio Construction Forum, Lonsec Research, Zenith Investment Partners, van Eyk and netwealth Investments, goes inside the world of professional money managers to create a greater level of interest, understanding and transparency around investments.

No More Practice Creator and CEO of evolution media group, Vanessa Stoykov said the launch of the Investment Series is timely given the recent announcement of the ASX mFund Service and the need for more educational content around the opportunities and risks facing the SMSF market.

“Australia has the third largest superannuation savings pool in the world, with almost a third of that money – $600 billion – in self-managed super funds. There is an overwhelming demand for financial education and investment research,” Ms Stoykov said.

“Our industry has not been effective in engaging and communicating the potential of wealth advice, particularly with investors on the value of active funds management.

“By cutting through the noise and delivering the best in class managers and products, the No More Practice Investment Series will entertain and engage consumers in a way they have never experienced in this country,” she concluded.

The No More Practice Investment Series highlights the philosophies and strategies of local and international fund managers, providing investors with never before seen insights delivered by those individuals responsible for the creation and management of assets.

ASX’s General Manager, Listings and Issuer Services, Max Cunningham said ASX was pleased to be supporting the initiative, which aims to improve the financial literacy of Australian investors.

“ASX believes financial literacy and education are paramount to the continued well-being of Australia’s wealth. The growth of SMSFs in particular has seen a dramatic increase in demand for research and self-education, as investors seek out ways to better understand the risks and rewards of investing,” Mr Cunningham said.

“ASX proudly supports this series, which brings investors face-to-face with the considerable knowledge that these professional managers have to offer.”

Various asset classes and investment products are explored throughout the series by senior fund managers, including Australian property, local and international equities and investment bonds.

Investors will also gain insight into the rigor and expert analysis involved in rating funds. The show features a panel of leading research houses and platform providers known as ‘The Guardians’. These four industry heavyweights (Mark Thomas – CEO, van Eyk; Amanda Gillespie, – CEO, Lonsec Research; David Wright – Director, Zenith Investment Partners; Matt Heine – Executive Director, netwealth Investments) are charged with evaluating the merit behind each fund manager’s pitch and delivering their feedback. The process of evaluation exposes the value chain of knowledge around investment structures and assets classes.

John Brogden, the CEO of the Financial Services Council, which represents over 125 members who are responsible for investing more than $2.3 trillion on behalf of 11 million Australians, said the Investment Series is a game changer for wealth education and the marketing of funds management.

“Never before have I seen this industry collaborate on such a scale for the united cause of improving Australians knowledge and understanding of funds management,” Mr Brogden said.

“The Investment Series will change the way consumers view the funds management industry and reinvigorate the way fund managers take their product to market.

“The biggest strength of Investment Series is the talented pool of professionals who, for the first time ever, will be able to share their expertise and knowledge of funds management with end consumers, delivered in an entertaining and engaging format,” he concluded.

The No More Practice Investment Series premieres on Sunday July 6, at 8.30pm on Sky Business. It will screen weekly on Sky Business (Saturdays at 8.30am and Sundays at 7.30am and 8.30pm) and Channel 7’s digital channel TV4ME (Tuesdays at 7.30pm).

Following the launch of the series, investors will be able to access The Investment Series online via www.theinvestmentseries.com.au. The Investment Series will also showcase on No More Practice’s adviser platform, www.nomorepractice.com.au, provides tools and services to better engage end clients.

The first season is a six-part series and will feature 9 fund managers across 6 asset classes, including:

  • Greg Paramor, Managing Director, Folkestone (Australian Property)
  • Jeff Brunton, Head of Credit Markets, AMP Capital (Global Fixed Income)
  • Simon Marais, CEO & Portfolio Manager, Allan Gray (Australian Equities)
  • Tracey McNaughton, Head of Investment Strategy, UBS Global Asset Management (Multi-Asset)
  • Bill Priest, CEO & Co-CIO, EPOCH Investment Partners (International Equities)
  • Michael Price, Co-Head Fundamental Australian Equities, AMP Capital (Australian Equities)
  • Brian Parker, Head of Portfolio Specialists Group, MLC (Mulit-Asset)
  • Sue Herrald, Investment Specialist, IOOF WealthBuilder (Investment Bonds)
  • Andy Budden, Senior Vice President, Capital Group (International Equities)

Watch highlights from the press conference below: 


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NOTE TO EDITORS

About No More Practice

No More Practice exists to be the bridge between the financial services community and the broader market. We create this bridge by telling stories in a compelling and entertaining way across TV and multi-media platforms. No More Practice educates the industry itself with CPD accredited personal development, practice management and business efficiency tools, case study training, education and live events to grow the capability and value of financial advisers, accountants and credit advisers. No More Practice helps the industry connect with consumers with TV programs that showcase to the public the passion and rigour of advice practitioners and investment managers, as well as pass-on tools that the advice community can use to engage, educate and interact with clients and prospects.

About Financial Services Council

The Financial Services Council represents Australia’s retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks, trustee companies and Public Trustees. The Financial Services Council has over 125 members who are responsible for investing more than $2.3 trillion on behalf of 11 million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the third largest pool of managed funds in the world. The Financial Services Council promotes best practice for the financial services industry by setting mandatory Standards for its members and providing Guidance Notes to assist in operational efficiency.

About evolution media group

Founded by Vanessa Stoykov in 1999, evolution media group is a privately-owned business focussed on inspiring wealth education. Based in Sydney, Australia, the company’s creative approach to education is across a multi-channel consumer network and their understanding of the principles behind self-education puts them at the forefront of innovative wealth education and communication opportunities.

At the core, the organisation has an anchored and unwavering commitment to offer wealth education opportunities to all Australians by telling entertaining stories with high production values across television, online, mobile and social platforms. With access to some of the world’s biggest and most trusted names and an enviable list of joint venture partners, evolution media group provides an opportunity for growth by showcasing the principles of leadership, business and finance to create tangible education outcomes.

 

For more information on contact:

Matthew Sullivan

No More Practice

P: 02 8969 6077

M: 0434 884 977

E: msullivan@evolutionmedia.com.au

 

Robyn Tolhurst

Financial Services Council

M: 0411 177 773

E: rtolhurst@fsc.org.au