Consulting Assignments

Consulting assignments are varied and historically have involved the following areas:

  • Strategic Asset Allocation – Including alternative asset classes
  • Tactical Asset Allocation – Focusing on macro economic factors or developing trends
  • Beta Portfolios – Utilising Exchange Traded Funds (ETF’s), derivatives or synthetics
  • Alpha Satellites – Utilising active managers and/or concentrated portfolios of direct shares
  • Downside Risk Mitigation Strategies – Utilising swaps and options
  • Self Managed Superannuation Funds (SMSF) – Investment strategy, SAA, TAA both listed and unlisted;
  • Individually Managed Accounts (IMA’s) – Manager research (private & confidential reports)
  • Separately Managed Accounts (SMA’s) – Beta portfolio with Alpha overlay plus protection (optional)
  • Closed-end Structured Products – Property syndicates, Capital protected strategies with in-built gearing or externally sourced borrowing arrangements.