What we do

And how we do it

Model Portfolio Service

Behind every great financial plan lies a transparent, rigorous, evidence-based investment proposition.
  • Overview

    Supporting our private clients and financial planners across the nation is our model portfolio service (MPS).

     

    Our investment committee consists of 80+ years of experience and genuine passion to create a positive impact have developed an investment proposition which is low-cost, reduces investment risk to clients and compliance / regulatory risk to financial planners and is easy to understand.

     

    The model portfolios are built on the foundation of the MSCI PIMFA PI indices range.

     

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    Conservative Income Balanced Growth Global Growth

     

  • What is the MSCI PIMFA PI indices range?

    We chose the MSCI PIMFA benchmarks because they are easy to understand, transparent, and importantly provide clearly defined asset allocations.

    MSCI partnered with Personal Investment Management & Financial Advice Association (PIMFA) (learn more about PIMFA here) who conduct quarterly surveys to their 10,000s members who are all investment professionals to understand what they believe to be an appropriate asset allocation for a conservative, balanced, growth etc. portfolio. They then aggregate this data and arrive at the benchmark asset allocation.

Model Portfolio Service

What we do

And how we do it