Shaw and Partners launches Portfolio Strategy Solutions News12 Sep 2017

Shaw and Partners today launched a complete portfolio management framework for advisers and clients, with the addition of eight new portfolio strategies to its successful Separately Managed Account (SMA) offering.


Shaw and Partners partnered with Praemium last year, rolling out its first SMA solution designed to give its clients greater choice, transparency and control over their investments. The addition of these eight new SMAs captures a complete asset and risk allocation solution to managing investment outcomes.


Shaw and Partners Co-CEO, Earl Evans said that since last year’s launch of the successful Hybrid Income and Large Cap Australian Equities Model Portfolios, clients have been asking for a more comprehensive portfolio management solution with 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.”


The new portfolios which are made up of five asset based models including; Debt Securities, Large Cap Australian Equity Income, Large Cap Australian Equity Growth, Small/Mid Cap Australian Equity and International Equity are a blend of Shaw Managed direct asset SMAs, ETFs and external managers including LICs. This integrated approach is designed to improve the risk/reward characteristics for investors.


Shaw and Partners Co-Head of Income Strategies, Steve Anagnos suggested ”Investors are increasingly looking for a bespoke, Goals Based approach to wealth management”. Shaw and Partners uses the seven asset class based portfolios as the building blocks of its Goals Based Portfolios, by running an asset allocation strategy appropriate to the objectives of each goal portfolio. “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 in order to maximise the likelihood of achieving the return objective giving investors more confidence that their goals will be achieved”.


“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,” said Anagnos.


The launch coincides with the existing Hybrid Income and Large Cap Australian Equity SMAs reaching $100 million under management just one year after their launch in August 2016.


When asked about what is next Mr Evans suggested that the company’s investment experts are continuing to further expand the SMA portfolio strategies by developing a Property-Based SMA and an uncorrelated Alternative-Style portfolio.


“By broadening the access to available asset classes, the blended portfolios should maximise the probability of the client’s return objectives being met.”

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