Why there should be an allocation to private assets in clients' managed accountsBY GUY SILBERT | WEDNESDAY, 27 MAR 2024 4:38PMSeparately managed accounts and managed discretionary accounts are now widely recommended by financial advisers for the benefits they provide to clients' portfolios and operationally.
Active performance and the style effectUnderstanding active performance, particularly in equities, is darn hard. At its most simple you have a product, which makes a return, and you compare ... Opening the door for tailored ESG solutionsManaged accounts are an increasingly popular vehicle with financial advisers as a way to structure their clients' investment portfolios, offering ... Real-time adaptability: the secret sauce of managed accountsManaged accounts have proven to be one of the most impactful innovations to hit the wealth industry in recent times. Advisers appreciate managed accounts' ... The new defaultFinancial advice in Australia exists within a constantly moving landscape. Without doubt, advice firms have been forced to evolve the 'traditional' ... IMAs and the rise of the personalised portfolioWhen you look back at the history of financial advice, investment management has an interesting story to tell and it's a story that has still got ... Pivot back to quality, strategic adviceThe ability for financial advisers to deliver timely and effective advice to their clients continues to be hamstrung by the expanding compliance burdens ... Running a managed account marathonElston Asset Management has been running managed accounts for quite a few years now. So, apart from blisters and scuffed knees, what have we picked up ... Where to next for Managed Accounts?Managed accounts continued their meteoric rise over the last year as more advisers, who had been considering adopting managed accounts, took the plunge. Can't compare apples with applesThe 26th President of the United States Theodore Roosevelt once exclaimed, "Comparison is the thief of joy". Now Teddy was right about a lot of things ... |
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Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.
Good article, Guy. I agree that unlisted assets should be part of client portfolios. The tricky part for advisers is making the appropriate allocation and managing the illiquidity component to accommodate liquidity requirements.
Happy to discuss this further with you offline.