The new portfolios are composed of five asset-based models, such as Debt Securities, Large Cap Australian Equity Income, Large Cap Australian Equity Growth, Small/Mid Cap Australian Equity and International Equity. These are a mix of Shaw-managed direct asset SMAs and external managers such as LICs and ETFs.
This new approach is expected to boost the risk/reward features for investors, with the inclusion of these new SMAs expected to add up to a complete risk and asset allocation solution for managing investment outcomes.
Shaw and Partners co-chief executive Earl Evans stated that ever since last year, clients have been asking for an inclusive portfolio management solution with added access to a wider range of asset classes.
“We sought to take the time to develop a complete ‘best of breed’ portfolio management offering which is built around a goal-based investing model,” Mr Evans said.
Mr Evans added that the company will soon be developing a property-based SMA and an uncorrelated alternative-style portfolio.
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