Now Open: 2018 Broker Asset Allocation Survey

Twice a year Livewire partners with Schroders Australia to conduct a survey into the asset allocation strategies of Australian brokers. In April 2017 the survey highlighted that a growth bias adopted by many brokers had been a winning strategy. By September we saw that diversification had replaced growth as the primary focus (see chart below).

The 2018 survey is now open and we’re inviting Australian brokers to participate in this anonymous survey. All participants will get first access to a report that highlights the major findings.

In addition, there are three $300 Westfield gift vouchers to be won.*

The survey takes about 5 minutes to complete with responses due by 30th April to be in the running for the prize pool.

TAKE THE SURVEY

You can read a summary of the results from 2017 on the links below.

September 2017

April 2017

*View terms and conditions of the prize draw here


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Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and...

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