Are your clients actually diversified? The hidden risks inside every portfolio

It was once a given that investing across a variety of asset classes, meant you were diversified.

Today’s guest believes that may no longer be the case.

AI for example touches debt, equities and infrastructure.

When the old asset-class labels no longer explain the risks and opportunities, what should advisers change in client portfolios?

John Woods, the Deputy Chief Investment Officer and Head of Multi-Asset at Australian Ethical Investment shares the portfolio audit that every adviser should run to ensure clients are properly diversified.

Chapters:

00:00 Introduction

03:15 When Asset Classes Overlap

05:59 Auditing Portfolio Risk

09:43 Themes with Staying Power

13:05 Resources and Spotting Hype

16:23 Ethical Investing and Risk

18:28 Opportunity in Infrastructure

20:23 Private Markets and Portfolio Fit

21:43 Three Checks for Advisers

23:23 Renewable Energy Meets AI Demand

📈 Stocks and ETFs Mentioned:

Alphabet (NASDAQ: GOOG, GOOGL), TSMC (NYSE: TSM; TWSE: 2330), Sandfire Resources (ASX: SFR), Capstone Copper (ASX: CSC), Kodak (NYSE: KODK), Allbirds, now Smartbird (NASDAQ: BIRD), GoPro (NASDAQ: GPRO)

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.5 Total Hours

Knowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 hour)

Legislated CPD Area: Technical Competence (0.50 hour)

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This episode has been sponsored by Australian Ethical.

To learn more, visit AustralianEthical.com.au

Please read the PDS and TMD to consider if the product is right for you. Issued by Australian Ethical Investment Limited ABN 47 003 188 930, AFSL 229949.

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