Capabilities

Since 2001, we have successfully supported and provided both institutional and private wealth firms with high quality, unbiased, practical advice and solutions to deliver long-term results to an evolving client base.

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  • Asset allocation advice
  • Portfolio:
    • Monitoring
    • Risk management
    • Performance analysis
    • Reporting
  • Strategic vs tactical advice
  • Manager research, blending and selection
  • Governance solutions and frameworks
  • Navigating complex regulatory changes
  • Research
  • Operational Consulting

Private Wealth

We work behind the scenes to deliver comprehensive institutional quality advice to private wealth firms with the objective of assisting everyday Australians meet their financial goals. We have experience in the development and management of bespoke MDAs (managed discretionary accounts) and SMAs (separately managed accounts) and working alongside investment committees and platforms.

Advisory:

  • Setting investment philosophy, mission and beliefs
  • Investment objectives
  • Strategic asset allocation
  • Risk budgets
  • Capital markets research
  • Portfolio construction
  • Manager research and selection
  • ESG integration
  • Stress testing
  • Portfolio analytics in real time
  • Timely and concise investment reporting
  • Proactive portfolio monitoring
  • Investment committee representation
  • Approved product list management and monitoring

Market Support:

  • Factsheets
  • Webinars
  • Research papers
  • Professional development

Institutional

Our client base includes a diverse range of institutional clients, including superannuation funds, trustee companies, family offices, charities and endowments. Our focus is to ensure that our clients succeed and consistently meet their objectives.

  • Setting investment philosophy, mission and beliefs
  • Investment objectives
  • Strategic (and tactical) asset allocation
  • Addressing tax, income and capital gains
  • Risk budgets
  • Portfolio construction
  • Manager research and selection
  • Stress testing
  • Portfolio analytics in real time
  • Timely and concise investment reports
  • Proactive portfolio monitoring
  • Investment committee representation

Research:

  • Employing our capital markets research to understand the fundamental drivers of returns and risks from macro, asset class and sector perspectives