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AvatarOwen Raszkiewicz

Owen is the Founder of Rask Australia, Lead Investment Analyst for Rask Invest and head educator at Rask Education. Prior to founding Rask, Owen was an investment analyst at the highly regarded managed funds research business Zenith Investment Partners and a Writer/Analyst for The Motley Fool Australia. Owen’s formal qualifications include a Master of Applied Finance and Master of Financial Planning from Kaplan Professional, Bachelor of Technology (Information Systems) from Swinburne University of Technology, Advanced Diploma of Financial Services (Financial Planning) and Diploma of Mortgage Broking Management. He's also completed level 1 of the Chartered Financial Analyst (CFA) program.

Analysing fund managers & building portfolios with Drew Meredith, CFP

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iTunes – Spotify – Castbox – YouTube  *This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. On this Australian Investors Podcast episode, financial adviser Drew Meredith, CFP and investment analyst Owen Raszkiewicz, from Rask Australia, walk through how to build investment portfolios, ways to analyse fund managers and the Australian financial advice industry. Topics discussed include: Drew’s story with Wattle Partners Strategic advice, financial advice and investment advice Risk profile, time horizon & Investment Policy Statement (IPS) Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) Financial planners versus fund managers How Drew analyses fund managers (qualitatively and quantitatively) – including a checklist When to add a fund manager When to trim or remove exposure to a manager Fundamental analysis of funds, including how to do attribution analysis Understanding the risk management principles of a fund Resources: Drew’s podcast – iTunes link Wattle Partners website Don’t forget to leave us an iTunes review … Read more

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