chartered accountants & investment

investment strategy

The investment strategies of Axiome Consultants Limited combine thorough academic research, carefully defined methodology, and skilful execution. The overriding goal is to ensure that as the world changes our products incorporate our best thinking in capturing specific dimensions of returns.        

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asset allocation            

Research has shown that the asset allocation within an investment portfolio will determine over 91.5% of the overall return.

Let us assist your asset allocation decisions.

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is your investment strategy simply a gamble? Find out how we can help you design an investment portfolio that best meets your needs. Find out more

equip yourself to make informed investment decisions We can assist you to make a more informed investment decision. Find out more

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accountants and lawyers: concerned about the quality of investment advice that you are offering your clients?

 Learn more about our wholesale portfolio service.

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asset class winners and losers

The random nature of year on year returns clearly demonstrates the need for diversification. 

   Click on the table below to learn more.

poor investment advice set landscape for finance company losses

Credit Risk can be likened to a submerged reef.  Your boat has a high probability of safe passage while the tide is in, but the risk of foundering increases dramatically when the tide goes out. 

  Read our article from the National Business Review

the stock picking game

For the past five years the NZ Herald has polled a number of New Zealand broking firms for their top five share picks for the year ahead and has then viewed the results one year later against the NZSX 50 gross index.  You may be surprised at the levels of inconsistency....     Read on

credit crisis reinforces asset class approach

The credit crisis that has gripped financial markets in recent weeks should not be causing our clients to lose any sleep. Particularly clients who have taken on board the principles of asset class investing that we strive to communicate.

The key messages remain the same - work with markets, not against them; remember that risk and return are related; diversify to wash away risk; concentrate on strategic asset allocation rather than speculation; and keep an eye on costs and taxes.   Read more

why invest in equities?

It is widely accepted that share or ‘equity’ investments are a key component of any balanced, well diversified investment portfolio. But why are equities a good long term investment? This essay explores the attributes of equity investment in comparison to holding fixed interest securities and considers the preconceived ideas that can bias investor decisions.     Read on

are markets efficient?

The ‘Efficient Market Hypothesis’ (EMH), asserts that financial markets are “efficient” or that prices on traded assets, such as shares and fixed interest securities, already reflect all known information. Therefore prices also reflect the collective beliefs of all investors about a company's future prospects. Professor Eugene Fama at the famed University of Chicago Graduate School of Business developed the EMH as an academic concept in the early 1960s.    Read on

active vs passive investment strategy - which is right for you?

There are two hypotheses for the winning investment strategy. The generally accepted view held by individual investors is that active managers, through superior skills at share selection and market timing, can add value by outperforming their appropriate benchmark index. The other hypothesis is that the competition between all of these very bright active managers makes it difficult to add value. In other words, the markets are efficient, and efforts to outperform the market over the long term are highly unlikely to succeed.    Read on

what is an asset class?

Talking about what is or isn't an asset class might seem trivial, but it's important because asset classes are the key components for constructing diversified portfolios. For this purpose each asset class needs to have a specific risk-return function.    Read on