Customised Solutions

Designed portfolios around your clients’ best interests

Designed investment options are custom-made for Practices. We apply a consultative approach to create an investment offering that:

• largely retains your Practice’s investment offering; and
• provides overlays through the support of our portfolio construction infrastructure

Customised solutions are attractive options for groups that have strong convictions around their existing approach; often in managing a particular segment of client portfolios (such as direct shares) and wish to embed their capability to a broader portfolio construction capability. Our modular service structure allows you to complement your current investment offering by accessing a number of asset class models to increase the level of diversification at the aggregate client portfolio level. The extended asset class models are supported by our Investment Selection Service, which offers a choice of pre-made models or customised models, incorporating active and/or passive and/or factor-based investments.

Through our consultative service offering, your Practice is able to create and sustain an institutional grade portfolio service to complement your current investment capability. It allows you to minimise unnecessary disruptions to your core investment offering, while rounding out your overall portfolio construction service to deliver best of breed portfolio solutions.