- Greater efficiency for your business
- Stronger compliance
- Higher performance potential
- Comprehensive reporting and greater transparency
- Professional portfolio management
Managed accounts are fast becoming the investment structure of choice for many financial advisers and their clients.
When you consider the flexibility, transparency and convenience they offer both advisers and their clients, it’s easy to see why.
The easiest way to think of a managed account is that it offers a new way to invest, rather than changing what your clients invest in.
A managed account is a portfolio of investments rather than a collection of individual investments.
They are becoming increasingly popular because they streamline how you run your client investment portfolios with any changes or updates to investment holdings automatically happening on your behalf.
This is achieved by having your portfolio of funds constantly managed and rebalanced over time by an investment manager (Zenith!). Instantaneous changes can be applied to portfolios allowing all clients to benefit immediately from new portfolio changes, maximising performance potential and minimising time lags, unfavourable exposures and compliance risk.
Managed accounts also operate under a Managed Investment Scheme structure which makes a significant difference in investment governance. It’s a similar arrangement that applies to all Australian managed funds, tightly controlled and operating under Corporations Law.
Our highly experienced consulting team combines their 120+ years of collective financial services experience, with the market insights from our in-house research team to construct managed accounts that deliver consistent, risk-aware returns for investors.
Our suite of detailed portfolio reports are designed for Investment Committees, advisers, and clients, and show where money is invested right down to the individual asset level.
Managed accounts do not require any paperwork when a change is made, freeing up your time to engage in more value-adding, strategic conversations with clients. A recent study by Investment Trends found that transitioning to managed accounts can save you approximately 12.4 hours a week on portfolio management tasks. If you do the maths that’s more than a day a week, more than a week per month and two months per year in time saved.
Our portfolio rebalancing and fund change process means that portfolios can be updated efficiently within established guidelines, without the need for clients to sign additional paperwork. The ability to make timely changes may lead to better performance and reduced fees and costs.
Managed accounts operate as a Managed Investment Scheme under Corporations Law.
National Sales Manager John Nicoll explains.
We successfully combine our 18 years’ experience focused solely on supporting the financial advice market, with our 270+ years of collective investment market knowledge to help deliver on the financial goals of investors.