Shaw and Partners launch goals-based SMA strategies

12 September 2017
| By Jassmyn |
image
image
expand image

Shaw and Partners have added eight new portfolio strategies to its separately managed account (SMA) offering that captures a complete asset and risk allocation solution to managing investment outcomes.

Shaw and Partners co-chief executive officer, Earl Evans, said clients had been asking for a more comprehensive portfolio management solution with access to a wider range of asset classes.

Evans said the firm had developed a complete “best of breed” portfolio management offering which was built around a global based investing model.

The firm’s co-head of income strategies, Steve Anagnos, said: “The three new goals-based portfolios that we have launched today – income, growth and balanced – are a blend of Shaw Asset Based SMAs”.

“Each one is managed with its own unique investment strategy to maximise the likelihood of achieving the return objective giving investors more confidence that their goals will be achieved,” he said.

“People have more than one financial goal, with varying time horizons and priorities. By adopting a goals-based investment strategy each goal is managed with its own separate portfolio, rather than in one diversified portfolio. This reframes the conversation around risk given that the impact of the volatility of returns matters less than the risk of each investor’s goal not being achieved.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

17 hours 57 minutes ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 3 days ago