Asset consulting and tailored portfolio solutions for your business.
Our expertise in asset consulting and portfolio management allows us to offer a range of services, such as separately managed accounts, model portfolios, and bespoke investment research in managed funds, ETFs, and direct equities.
Our team has decades of experience working with advisers and dealer groups, giving us a deep understanding of how to implement a range of services to meet the needs of their business priorities.
By collaborating with Aequitas, financial advisers can improve their services, portfolio implementation and client experience. We believe in building long-term relationships with advisers and helping them achieve their goals through expert advice and tailored solutions.
Ready to find out more?
Contact us for a complimentary, confidential discussion.
Tailored solutions
Below are examples of ways Aequitas can help businesses achieve their objectives. More detail on our service offering is available here.
| Objective | Requirement | Solutions |
|---|---|---|
| Scale | Increase productivity, and improve client portfolio management | Use model portfolios and Managed Accounts for client's investment needs |
| Grow | Demonstrate value to clients and prospects, improve client satisfaction and win business | Use Aequitas to enhance your investment capability and support advisers with client questions, meetings and events |
| Service | Increase your client experience, engagement, advocacy and referrals | Use Aequitas’ proprietary analysis of client portfolios, market insights, and bespoke research |
| Capability | Run your own managed accounts | Use our investment committee service to enhance governance and run your own managed account |
Tailored managed accounts
Managed accounts allow advisers to treat all their clients fairly and equally by keeping portfolios up to date at all times.
Removing manual portfolio implementation means more time with clients and growing their business.
Self directed investors underperform professional portfolios by 3% pa on average
Poor timing subtracts around 1.6% in single asset classes or 0.8% in multi-asset funds
Slow or partial implementation of dynamic portfolios costs 0.8% pa
Only managed accounts can achieve returns in line with the underlying investment strategy in an investment advice setting
| Characteristic | Managed account | Manual portfolio |
|---|---|---|
| Adviser time | Saves 1.5 days per week | Constant investment administration |
| Consistency | 90% alignment with model | Typically only 50% aligned with model |
| Responsiveness | Can respond to market events within hours | Typically rebalanced quarterly at best |
| Risk | Remains aligned with risk profile | Portfolio drifts between reviews |
Our investment approach
Our Chief Investment Officers explain our Core-Satellite investment approach in the below video.
Additional details on our team are available on the team page.
Investment process
We combine top down macroeconomic, bottom up qualitative and quantitative research.
The approach section of our portfolios page has more information.
Our investment research process includes top down macroeconomic assessment, quantitative estimation of factor and risk premia and bottom up analysis of idiosyncratic characteristics of asset classes, regions, sectors, securities and funds.
Much of our investment research process is automated in in-house systems using data from leading providers. This enables us keep our large suite of models up to date as markets move. Our clients have full access to the output of these models if desired, and we conduct regular investment committee meetings with clients where we present our latest thinking and discuss investment issues with them.
Strategic asset allocation is the foundation of our investment approach, but we vary these allocations dynamically at the asset class, sub asset class, sector and regional level to reduce exposure to risks and seek out opportunities as they arise. We actively select investments to provide our portfolios with the exposures we desire, rather than relying on historical performance or research ratings.
We track the performance of each of our model portfolios and provide commentary on portfolios and changes to portfolios. This includes detailed text suitable for inclusion in advice documents and shorter general commentary that can be used keep investors up to date. We also publish a video update on the portfolios each month.
Latest insights
We publish regular 'adviser insights' on financial markets, multi-asset portfolio construction and Australian equities.
Visit our news page to see more.