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.
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Contact us for a complimentary, confidential discussion.
|Increase productivity, and improve client portfolio management
|Use model portfolios and Managed Accounts for client's investment needs
|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
|Increase your client experience, engagement, advocacy and referrals
|Use Aequitas’ proprietary analysis of client portfolios, market insights, and bespoke research
|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
|Saves 1.5 days per week
|Constant investment administration
|90% alignment with model
|Typically only 50% aligned with model
|Can respond to market events within hours
|Typically rebalanced quarterly at best
|Remains aligned with risk profile
|Portfolio drifts between reviews
Our investment approach
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.