Main Challenges for Investors Today

Felix Stephen, Head of Strategy & Research at Advance Asset Management, talks about the challenges that investors are faced with in the current market.

About Felix Stephen

Felix Stephen, BA (Economics), is Felix Stephen, Head of Strategy & Research at Advance Asset Management.

Felix has over 30 years of extensive treasury and portfolio management experience in Australian and International fixed income and international foreign exchange markets. He has served on asset allocation, investment strategy and marketing committees at funds management institutions in Australia and overseas and has also been a consultant to institutions in Australia and overseas on funds management and financial markets.

Felix migrated to Australia in 1987; while abroad he was the Manager, Treasury at the Bank of Ceylon London and a member of the market practices committee at the Central bank of Ceylon. He gained his commercial banking experience in Sri Lanka and London and has authored and published many research papers on global financial asset markets, macro economic trends, asset allocation and rural banking development. He maintains a strong network of key personalities within the industry and other organisations around the world.

About Advance

The Advance 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.


The information in this webcast is current at 17 May 2013. It has been prepared without taking account of your objectives, financial situation or needs. The information in this webcast is factual only. It does not constitute financial product advice, nor should it be considered a comprehensive statement on any matter nor relied upon as such. Before acting on this information you should seek independent financial and taxation advice to determine its appropriateness to your objectives, financial situation and needs. It may contain information derived from third parties, but while such information is used with necessary permission, neither BT Funds Management (BTFM), BT Investment Management (BTIM) nor any other related entities which form part of BT Financial Group (BTFG) or Westpac Group (WG) accepts any responsibility for the accuracy or completeness of, or endorses any such information. Except where contrary to law, BTFM, BTIM, BTFG and WG intend by this notice to exclude liability for this information. The information in this webcast is given in good faith and has been derived from sources believed to be accurate at its issue date. None of these entities nor any of their related entities, employees or directors gives any warranty of reliability or accuracy or accept any responsibility arising in any other way including by reason of negligence for errors or omissions. This disclaimer is subject to any contrary requirement of the law.