Asset manager and investment adviser established in Melbourne in 2001, serving financial advisories, charities, superannuation funds, family offices, trustee companies, and endowments. Our three core capabilities include Solutions, Consulting, and Governance.
Our Capabilities
Solutions
Atchison builds product solutions for financial advisers and their clients to support the outsourcing of investment execution. This is via three distinct managed account offerings: off-the-shelf SMA's, Individual asset classes, and tailored SMA's - all of which can be white labeled, meaning your branding and your logo.
Consulting
Our true consulting work includes chairing and supporting investment committees, investment policy / strategic asset allocation / tactical asset allocation reviews, portfolio construction, asset class construction, portfolio blending, manager analysis, in-depth data-driven white labeled whitepapers, custom indices, and rating reports.
Governance
Auditing / creating an Approved Product List based on Alpha Tests, Risk-Adjusted Tests, Factor Tests, Qualitative Reviews per APRA SPS530 and APRA CPG229 standards. Another offering is our Optimiser Report, which creates and optimises thousands of alternate portfolio weightings for relative pros / cons, using in-house quantitative models.
What is an SMA?
An SMA is a financial product issued under a PDS, that enables advisers to recommend or invest directly into equities, bonds or any other asset class and benefit from professional management as you would with any other investment.