Implement your own managed account solutions

You can leverage our experience in portfolio construction and managed account structures to develop your own managed account solutions. Under this service, Lonsec Investment Solutions acts as your outsourced model manager responsible for managing your portfolio tailored to your requirements.

How we work with you

Portfolio construction

Construction of portfolios aligned to your requirements

Governance

Establishment of governance structures such as investment committee and charters

Due diligence management

Management of platform responsible entity (RE) due diligence, including documentation and review process

Portfolio implementation

Implementation of managed account portfolios, including switching and rebalancing

Reporting

Management of ongoing platform reporting requirements

Education and resources

Ongoing education and resources to help you and your clients get started with SMAs

Want to find out more?

Get in touch today to find out how we can partner with you to create better investment outcomes for your clients.

Call us on 1300 826 395 or email info@lonsec.com.au.

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