---
title: Dynamic Asset Investor Articles | Financial Adviser Portfolio Solutions
description: Financial Adviser Portfolio Solutions | The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing and managed investment services. If you're an investor who is looking for an alternative to conventional managed superannuation and other investments, subscribe to receive regular updates. It's time for a better way.
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# ARTICLES

[![](https://www.dynamicasset.com.au/hubfs/Warren%20Buffet.jpg) ](https://www.dynamicasset.com.au/investor-articles/is-passive-investing-a-double-edged-sword)

## [Is passive investing a safe bet or a double-edged sword?](https://www.dynamicasset.com.au/investor-articles/is-passive-investing-a-double-edged-sword)

 By [Todd Hoare](https://www.dynamicasset.com.au/investor-articles/author/todd-hoare) | Oct 14, 2024 12:13:38 PM | [risk adjusted returns](https://www.dynamicasset.com.au/investor-articles/tag/risk-adjusted-returns), [managed investment portfolio](https://www.dynamicasset.com.au/investor-articles/tag/managed-investment-portfolio), [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/investor-articles/tag/financial-adviser-portfolio-solutions), [Active Portfolio Management](https://www.dynamicasset.com.au/investor-articles/tag/active-portfolio-management)

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While typically considered benign, passive index investing can come with unintended consequences.

[Read More](https://www.dynamicasset.com.au/investor-articles/is-passive-investing-a-double-edged-sword)

[![The Answer is Goals Based Investing for Today's Economy](https://www.dynamicasset.com.au/hubfs/Podcast%202-1.jpg) ](https://www.dynamicasset.com.au/investor-articles/goals-based-investing-solutions-video-podcast-0)

## [The Answer is Goals Based Investing for Today's Economy: Video Podcast](https://www.dynamicasset.com.au/investor-articles/goals-based-investing-solutions-video-podcast-0)

 By [Matthew Walker](https://www.dynamicasset.com.au/investor-articles/author/matthew-walker) | May 21, 2020 12:28:37 PM | [financial adviser services](https://www.dynamicasset.com.au/investor-articles/tag/financial-adviser-services), [goals based investing](https://www.dynamicasset.com.au/investor-articles/tag/goals-based-investing), [Goals Based Advice](https://www.dynamicasset.com.au/investor-articles/tag/goals-based-advice), [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/investor-articles/tag/financial-adviser-portfolio-solutions)

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Goals Based Advice is just the first step in Goals Based Investing.

[Read More](https://www.dynamicasset.com.au/investor-articles/goals-based-investing-solutions-video-podcast-0)

[![How to manage portfolios for downside risk](https://www.dynamicasset.com.au/hubfs/Downside%20risk%201200%20x%20628%20px.png) ](https://www.dynamicasset.com.au/investor-articles/how-to-manage-portfolios-for-downside-risk-1)

## [How to manage portfolios for downside risk](https://www.dynamicasset.com.au/investor-articles/how-to-manage-portfolios-for-downside-risk-1)

 By [Matthew Walker](https://www.dynamicasset.com.au/investor-articles/author/matthew-walker) | May 21, 2020 10:24:15 AM | [financial planner services](https://www.dynamicasset.com.au/investor-articles/tag/financial-planner-services), [Goals Based Advice](https://www.dynamicasset.com.au/investor-articles/tag/goals-based-advice), [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/investor-articles/tag/financial-adviser-portfolio-solutions), [superannuation](https://www.dynamicasset.com.au/investor-articles/tag/superannuation), [retirement investment](https://www.dynamicasset.com.au/investor-articles/tag/retirement-investment)

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During market downturns, investors are commonly advised to stick with their strategic asset allocation rather than crystalise their losses in the hope that the downturn will be short lived and that returns will revert to historical norms.

[Read More](https://www.dynamicasset.com.au/investor-articles/how-to-manage-portfolios-for-downside-risk-1)

[![What is Goals Based Investing?](https://www.dynamicasset.com.au/hubfs/Social%20Media/Linkedin/Linkedin%201200%20x%20628-2.png) ](https://www.dynamicasset.com.au/investor-articles/what-is-goals-based-investing-0)

## [What is Goals Based Investing?](https://www.dynamicasset.com.au/investor-articles/what-is-goals-based-investing-0)

 By [Matthew Walker](https://www.dynamicasset.com.au/investor-articles/author/matthew-walker) | Apr 28, 2020 11:04:59 AM | [goals based planning](https://www.dynamicasset.com.au/investor-articles/tag/goals-based-planning), [goals based investment](https://www.dynamicasset.com.au/investor-articles/tag/goals-based-investment), [Goals Based Advice](https://www.dynamicasset.com.au/investor-articles/tag/goals-based-advice), [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/investor-articles/tag/financial-adviser-portfolio-solutions)

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The premise of Goals Based Investing is to focus each investment portfolio on specific individual personal and lifestyle goals. Those goals inform the right timeframe, risk and return parameters, which in turn determine the best asset allocation and investment mix. Goals can be short-term, such as taking a holiday, medium-term, such as renovating or paying school fees, and long-term, such as saving for retirement.

[Read More](https://www.dynamicasset.com.au/investor-articles/what-is-goals-based-investing-0)

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### ABOUT THIS PAGE

The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing, capital growth, capital protection and managed investment services. If you're an investor or a financial adviser, subscribe to receive regular updates. It's time for a better way.

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### Topics

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