A voluntary working group has worked over 12 months to develop the proposed solution shared in this section. A range of materials (papers, presentations, models and templates) are provided to help you explore the proposal.
Opportunities for further research which could enhance growth / defensive.
Overview presentation to growth / defensive asset categorisation.
Detailed document including more background and self-critique.
Model for portfolio scoring, unlisted asset categorisation and risk scaling.
Step-by-step guide for calculating a fund’s growth / defensive score.
