Empowered investment decision-making for your clients

If you are thinking about how to make the most of the opportunities presented by the rapid development in fintech, then consider Owners Advisory by Macquarie.

Headed up by John O’Connell, Chief Investment Officer, Macquarie Banking & Financial Services, Owners Advisory provides professional-grade investment advice and helps you provide a ‘downstream’ support solution for your clients; lowering the cost of advice while improving timeliness and customer service.

The power for clients using Owners Advisory comes through the Statement of Advice that provides personalised investment advice under the Macquarie Equities Limited licence.

Clients complete a risk profile, scope their investing preferences and/or sector and stock exclusions, and manually indicate their existing portfolio. Based on the relevant reference portfolio, the platform calculates a health score from a suite of more than 70 reference portfolios developed by the portfolio management team.

A Statement of Advice can then be purchased, which is personalised and includes specific buy/sell recommendations with accompanying stock/fund/ETF analysis tailored to move the client towards the relevant reference portfolio, which aligns with the asset management component of their overall wealth strategy. Statements are purchased on an as-needed basis.

The decision to act upon this advice remains solely with the client, who can execute our recommendations through their personal broking accounts or preferred platform. This empowers investors through deeper engagement with their investing.

Owners Advisory provides two types of advice:

General advice: A month-by-month subscription; clients receive regular market and investment content written by the team. Topics range across asset classes, security types, and market conditions, covering a range of fundamental to advanced concepts.
Custom advice: A Statement of Advice purchased on demand. Clients receive personal scoped investment advice on their portfolio and recommended remedial actions. This is not ‘upstream’ advice on how to structure affairs, for example, how to set-up an SMSF, and it is not insurance or superannuation/retirement planning advice.

Owners Advisory features and benefits snapshot:

Features	Description	Benefits to you/your client
Institution-grade team	Portfolio managers: Investment professionals, with a total of 70 years of industry experience. Research: Dedicated research analysts. Responsible for listed security, managed funds and economic research.	Clients have access to the level of general and personal advice expertise you expect from Macquarie. This is a compliant personal investment advice provided under the Macquarie Equities Limited licence.
Professional portfolio advice	We work with your client’s current portfolio, any exclusions and preferences (geographic or asset class), to prepare tailored recommendations reflecting risk tolerance, objectives, and investment horizon.	Fully personalised investment advice provided for a fixed fee in a fraction of the time at a fraction of the cost.
Risk profiling	Provided by FinaMetrica, the OA risk profiler is a comprehensive online survey, generating a risk profile, tolerance score and explanation.	Your client develops a nuanced understanding of their risk tolerance, and how it influences their decision.
Breadth of analysis	30,000+ investments reviewed and assessed and advised upon. Data sourced from FactSet (listed data) and Morningstar (funds data).	Our recommendations reflect a wide view which is drilled down to the most suitable investment recommendation for you.
Advice only, fixed fee for service	Without favour investment recommendations for your client’s benefit. Fixed fee-for-service model with no commissions or hidden fees.	Customers pay for a month-by-month subscription. The no lock-in contract is $45 per month, and the optional Statement of Advice is $55 per statement.
70 reference portfolios	The portfolio team and CIO develop 70+ portfolios across 7 risk profiles and multiple investable universes.	Offers deeper understanding so that we can provide clients with tailored investment recommendations.

The opportunities are huge:

Expand your service offering: Owners Advisory reaches across more than 30,000 listed and non-listed stocks and funds, so you can now provide clients with a platform to achieve global diversification at a fraction of the cost of provision.
Lower the cost of delivery of advice: Technology speed, institution-grade computing power, and bank-level security reduces cost and risk.
Free up time: This is a scaled and efficient service that frees up time to better serve your existing customers and find new ones.