BetaShares’ ETF model portfolios available on platforms

BetaShares/exchange-traded-funds/dynamic-asset-allocation/separately-managed-accounts/SMAs/platforms/Macquarie-Wrap/HUB24/praemium/financial-advisers/Alex-Vynokur/

7 June 2019
| By Oksana Patron |
image
image image
expand image

BetaShares has announced that its exchange traded fund model (ETF) portfolios, Dynamic Asset Allocation, are now accessible to financial advisers via separately managed accounts (SMAs).

The SMAs would be now investible on major platforms including Macquarie Wrap, Hub24 and Praemium, the company said.

The models would offer five different risk profiles based on the APRA Standard Risk Measure, enabling advisers to match portfolios to clients’ financial objectives and risk profiles.

Additionally, the models would use an open-architecture “best-of-breed” approach to select the underlying ETFs used by the models, with funds from BetaShares as well as other ETF managers making up the portfolios.

“Advisers in today’s market face a mounting compliance and administration burden. A number of Australian advisers have found that partnering with BetaShares in delivering an ETF Model Portfolio solution creates a significant amount of cost and time saving for the practice, while providing clients a compelling investment proposition with a robust risk management framework,” Alex Vynokur, BetaShares’ managing director, said.

“BetaShares’ ETF Model Portfolios deliver managed model portfolio solutions with high levels of investment rigour, which are cost-effective, transparent, and simple to explain.  Advisers also benefit from BetaShares’ regular investment reports and other support tools.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 3 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
2
DomaCom DFS Mortgage
95.46 3 y p.a(%)
5