Index management
Our optimised approach to indexing aims to deliver the best risk/return outcomes for clients at low cost. Clients can access our indexing approach through pooled distributing trusts, pooled superannuation trusts or individually managed portfolios.

Customised portfolios
We can customise an investment solution based on your individual investment objectives and requirements. Taking into consideration factors such as cashflow pattern, expected portfolio growth, liquidity, transaction costs and tax we can work with you to determine the optimal solution for your needs.

Strategic cashflow management - Rebalancing
Our rebalancing service is a customised investment solution suited to medium to large sized funds with assets of $500 million or more. This service integrates cash flow management with rebalancing to efficiently maintain strategic asset allocation targets, avoiding implementation leakage.

Currency hedging
We offer comprehensive currency hedging services either as part of a customised portfolio or as a stand alone service.

Centralised portfolio management
This specialised service is available to large sized funds with around $1 billion allocated to separately managed active Australian equity portfolios. Centralised portfolio management separates the decision-making and implementation processes of active Australian equity mandates to increase overall portfolio efficiency.

Please contact us for more information on our tailored investment solutions.