Poor Investment Returns from IPS Gaps
Definition
IPS must define investment objectives, strategy, risk tolerances and stress testing; manual processes result in misaligned allocations.
Key Findings
- Financial Impact: 1-2% annual return shortfall (e.g., AUD 10,000-20,000 per AUD 1M portfolio)
- Frequency: Ongoing over market cycles (5+ years)
- Root Cause: Lack of automated monitoring for investment beliefs, dynamic allocations and performance benchmarks
Why This Matters
The Pitch: Investment advice providers in Australia 🇦🇺 lose 1-2% annual returns (AUD 10,000+ for AUD 1M portfolio) due to outdated IPS. Automation ensures dynamic updates.
Affected Stakeholders
Portfolio Managers, Advisers, Trustees
Deep Analysis (Premium)
Financial Impact
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Current Workarounds
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
Related Business Risks
ASIC Compliance Breaches in IPS
ASIC Brochure Non-Delivery Fines
Manual Brochure Preparation Labour Costs
Client Acquisition Delays from Brochure Friction
ASIC Advertising Compliance Fines
Meta Financial Services Ad Verification Penalties
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