Shaw and Partners launch goals-based SMA strategies
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.”
Recommended for you
Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group as well as whether rival bidder Svava remains in the picture.
Magellan Financial Group has reported its first half FY25 results while appointing a new chief financial officer and promoting Sophia Rahmani to chief executive.
Schroders Australia has launched two active ETFs and plans to further expand its listed range over the year ahead.
Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity” from private assets.
