Curated Managed Portfolios
Acumen Investors’ Curated Managed Portfolios
Everyday investors of all risk appetites and sophistication (including superannuation and SMSFs) are presented
with
choices of Australian-shares only or multi-asset (globally diversified, various asset class) portfolios.
Our Investment Philosophy
We undertake the Total Portfolio active management Approach, which is a dynamic asset allocation strategy that
focuses
on achieving the mandated investment objectives rather than seeking to value-add above an asset benchmark.
This approach
promotes a holistic capital allocation strategy across the entire investment universe, offering genuine asset
diversification and embraces factors beyond income, growth and the more rigidly-defined strategic asset
allocation. This
dynamic approach continuously assesses market developments, allows for flexibility in reacting to
unpredictability of
markets and nimble decision making in adjusting exposures to capitalise on contemporary themes for higher
potential
risk-adjusted returns or risk-mitigating benefits rather than focusing on specific asset classes, sectors or
regions.
How are portfolios managed?
The portfolios are managed by an Investment Committee that consist of professionals with deep direct equities
and
derivatives expertise and institutional funds management capability. Each of the committee members has more
than two
decades of track record in the use of a robust and rigorous systematic process of combining quantitative
financial
modelling with qualitative analysis.
What is the investment process
The investment process blends both econometric and stock statistical analysis with traditional fundamental
analysis,
incorporating some of the industry's top ranked institutional research. The quantitative investment process
uses a
number of factors to screen the stock universe and then optimises the risk/return ratio for portfolios with
the aim
of achieving alpha (excess returns). A qualitative lens (including global trend and macro risk factors) is
then applied
before final portfolio decisions are made. This process repeats with the quantitative models being
continuously adjusted
for prevailing stock and market conditions and monitored for short and long term signals for the dynamic and
active
management of portfolios.
What it is not
These curated Managed portfolios are not unitised managed funds or a fund of funds.
What do investors hold in the curated managed portfolios
- Direct shares, listed market securities and ETFs
- With direct beneficial ownership.
What are the benefits of curated managed portfolios
- Timely market-factor dictated portfolio management and rebalancing
- Efficient automatic execution of trades
- Minimisation of cost from netting and wholesale trading rates
- Tax benefits of franking credits with individual tax optimisation choices
- Transparency of reporting to individual stock level with details of stock executions
- All administration done (including corporate actions and tax reporting)
- 24/7 online and mobile access to account(s) and reports
If you are interested to find out more and for a copy of the PDS, please speak to your Adviser or contact us
below. You can read more about Managed Portfolios in our Insights.
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