Building your portfolio

Once you have a clear investment strategy defined that will help you achieve your goals, you need to implement your strategy.

There are many different schools of thought on the best way to implement investment strategies, and much impassioned debate takes place in our industry on this topic!

These range from strong supporters of low-cost passive approaches using products such as Exchange Traded Funds (ETFs), to equally fired-up advocates of active investment management, usually using products called managed funds (or “unit trusts”).

Another factor that’s important is the personal preference of the investor. Irrespective of market conditions, some people will prefer a low-hassle and minimal paperwork approach, delegating most daily investment decisions to investment managers. Other investors prefer to remain in the driver’s seat, keeping control of individual decisions.

In our view, there are many different ways to achieve a goal, and at different times of the market cycle, and for different investors, different approaches will make sense.

We offer a range of implementation options to our clients:

Portfolio solutions

  • Real return investing
  • Multi-asset, multi-manager
  • Active management
  • Low-hassle implementation and reporting

Sector solutions

  • See each investment position
  • Control asset allocation and manager selection
  • Both ‘active’ and ‘passive’ solutions available
  • Annual review of strategies and positions

Direct solutions

  • Australian equities focused
  • Directly own shares
  • Control individual investment decisions

Private solutions

  • Premium investment opportunities
  • Concentrated risk/return characteristics
  • Impartial robust research