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.

Portfolio implementation large 2

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.

Investment process large

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.

Centuria/CNI/COF/office

Going thorugh the CNI transcript.
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Charter Hall/CHC/DXS/CNI

Noting the market commentary from David Harrison, Charter Hall CEO.
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Suncorp/SUN

Suncorp out with a solid result.
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Alumina/AWC

AWC comes to a peaceful end.
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Bapcor/BAP

Looking at BAP.
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Nine Entertainment/NEC/Seven West/SWM

Thinking about NEC.
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Qantas/QAN

Thinking about the QAN capex bill.
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Mineral Resources/MIN

Idle thoughts about Min Res.
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Newmont

Looking at Newmont, hard to get past the free cash flow table.
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S32

Not particularly well structured thoughts about S32.
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Wesfarmers/WES

Working out way through the WES result, in more detail.
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Woolworths/WOW

The note starts off about Woolworths, and then slowly rambles off.
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Contact us to learn more