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.
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.
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.
