Allan Gray has added Dynamic Asset Managed Account Portfolios to its Solutions Platform, encompassing Allan Gray Superannuation, Retirement (pension) and Investments (IDPS).
Allan Gray Solutions enables advisers to manage diversified portfolios by offering a wide range of investment options. With a focus on choice, transparency and competitive fees, the platform offers a genuine alternative, supported by a 'smarter and fairer' philosophy.Dynamic Asset Portfolios are actively managed, targeting specific risk/return outcomes that help advisers match portfolios to specific client goals. The portfolios provide advisers with a retail solution to the approach taken by many institutional investors and astute advisers seeking to capitalise on today's changing market and economic conditions.
The portfolios form part of a complete off-the-shelf managed account solution built to enable adviser business growth and scalability. The solution is designed to help advisers provide a highly differentiated and valuable proposition to their clients - increasing the efficiency of service delivery and creating the potential to spend more time with clients, develop new business and lower operational costs.
Matthew Walker, Managing Director, Dynamic Asset, said: "The Allan Gray approach to offering a wide range of investments, combined with their smarter and fairer philosophy, makes them a logical choice for the Dynamic Asset managed account portfolio solutions. Today's uncertain environment underlines the need for professional active portfolio management focused on risk-adjusted returns that align with client goals. It's an approach that is entirely in tune with the requirements of today's investors and the regulatory trend to correctly fit investment products and solutions.”
Deborah Barr, Head of Product at Allan Gray, added, “We are delighted that we could offer a suite of private-label managed account model portfolios for Dynamic Asset. We look forward to helping clients meet their objectives with the inclusion of these model portfolios across our Superannuation, Retirement and Investments menus.”
About Dynamic Asset
Dynamic Asset is a transformational business solution for financial advisers. Established in 2013 by financial advisers, Dynamic Asset provides class-leading managed account investment portfolios and business solutions for Australian financial advisers and their clients. The portfolios are designed to meet particular investment goals across liquidity and risk-return criteria.
The differentiated portfolios are used to manage client portfolios either individually or blended into an overall portfolio to suit their unique investment goals. The range of portfolios across super and non-super means that Dynamic Asset provides the most complete whole-of-business Managed Account solution in Australia.
Please contact us for more information on the Dynamic Asset managed account solution.
