Advisers who follow Dynamic Asset will know that we readily share our thoughts on markets, the economy, portfolio management, and ways for advisers to get ahead.
This article brings it back home with an update on exactly what we do and how we do it. We are profoundly and proudly different from other managed accounts. The Dynamic Asset solution is match-fit for progressive advice businesses, today's client demands and the complexities of the current volatile investment climate.
About Dynamic Asset
Dynamic Asset is Australia's only complete, whole-of-business Managed Account solution that covers retail super and non-super. Its range of strategic portfolios satisfies cash flow needs while offering longer-term risk-managed or return-seeking investment options.
Planners built the business to provide advice firms access to portfolio solutions that meet client needs rather than continue to accept the products being promoted by institutions. Planners conceived, designed and built the portfolios and implemented the solution to help them run a more efficient and profitable business.
Dynamic Asset managed account is a turn-key plug-and-play solution. It provides a range of transformational business benefits for advice firms and dealer groups.
The benefits include efficiency, scalability and profitability gains while providing the basis for a highly differentiated and compelling business proposition.
Because the portfolios we're built for clients from the ground up, the Dynamic Asset solution meets the definition of Client Best Interest and DDO head-on.
Client-centric investment philosophy
The investment philosophy required to meet specific client needs is a Dynamic Asset Allocation (DAA) approach. The benefits of DAA over the old Risk Profile or Strategic Asset Allocation (SAA) approach are significant.
The DAA approach is a much more client-centric proposition as it facilitates the precise matching of investments to individual client goals. It allows the Adviser to align client goals, strategic advice and investments. It does so clearly and logically so that clients understand and engage more.
Client-centric design
After conducting substantial investor research, we observed four central needs in order of priority.
Portfolios for every investor
Every client has different needs, so each portfolio must be unique to fit their circumstances. Dynamic Asset's range of investment portfolios is specifically designed to meet the investment goals of advised clients, including; matching to client cash flow needs, designated risk tolerance or rates of return to achieve the outcome they are looking for.
- Cash Plus: Delivers liquidity for cash flow requirements for 6-12 months
- Short-Term: Delivers liquidity for cash flow requirements for years 2 & 3
- Mid-Term: Delivers liquidity for cash flow requirements for years 4 & 5
- Wealth Protector: Designed as a risk-managed portfolio over 5+ years
- Wealth Builder: Designed as a return-seeking portfolio over 7+ years
Build customised portfolios for every client with ease
Dynamic Asset has developed a unique Portfolio Construction Tool – through an advanced and easy-to-use online portal. It allows the Adviser to build customised investment portfolios by blending any or all of them. It helps ensure bespoke solutions are implemented at every level to meet the client's needs in a simple and compliant way.
High-performance investment committee
Dynamic Asset has built a very well credentialled, experienced and successful team as part of our Investment Committee. Their purpose is to critically assess how to deliver each portfolio's goals according to each specific portfolio's stated objectives.
The committee oversees the Investment Program's strategy and implementation, including researching and forecasting markets, setting asset allocations accordingly, selecting, managing and monitoring the individual investments and reporting on their progress.
Dynamic Asset Managing Director Matthew Walker chairs the committee. The Portfolio Manager is the highly respected institutional investor Dr Jerome Lander. Other members include independent research houses, economists and, importantly, experienced financial planners that help keep the portfolios grounded for client use.
Experienced and successful portfolio manager
Dr Jerome Lander is a highly experienced, passionate, and proven portfolio manager with specialist expertise in outcome-based investing. He has extensive, diverse experience from 25 years of investing and an exceptional track record in asset allocation and strategy selection.
He has held numerous senior investment management positions, including Chief Investment Officer of the highly successful $12 billion Workcover Fund, the best-performing of 100 of Mercer's institutional clients. He was also a successful Diversified Assets Portfolio Manager at Credit Suisse and Head of Manager Research for Van Eyk, where he ran the top-performing Australian equity multi-manager.
Partnership, collaboration and support
The Dynamic Asset team brings a personalised boutique approach to supporting our Advice Firm and Dealer Group clients. Our full suite of value-added services helps our partners to manage change and realise the most outstanding value for their adviser businesses. Everything is provided in such a way as to aid advisers and their firms to operate effectively. We help as a partner should.
Dynamic Asset
Contact us today to learn how Dynamic asset can help your advice business.
