Index investing,
without the wrapper
One portfolio per investor. Your clients own the underlying shares directly, so tax is managed individually, values are applied precisely, and existing holdings are accommodated.
For wholesale clients and licensed financial advisers only.
One portfolio per investor, not one for many
With an ETF, every investor owns units in the same pooled vehicle, sharing the same holdings and the same tax consequences. Direct indexing is one portfolio per investor: your client owns the underlying shares directly, in weights engineered to closely track the benchmark.
Clients see every share they own, at all times. No opaque pooled structures, just full visibility across every holding.
An extensive library of ESG screens, plus industry and individual-company exclusions, applied at the individual portfolio level.
Tax-aware investing, CGT management, and after-tax return optimisation, executed for each investor, not a pool of thousands.
Briefcase monitors and rebalances every portfolio daily using its proprietary optimisation engine, maintaining index awareness at all times.
ETF vs Direct Indexing
Design unique portfolios in minutes with the Briefcase technology platform
Each custom portfolio can be designed in just a few steps:
Select the desired index-based strategy such as Australian or U.S. large companies.
Apply ESG filters from an extensive range including fossil fuels, tobacco, alcohol and gambling (among many others).
Exclude industries that do not reflect the needs of the individual investor.
Exclude specific companies that the investor doesn’t want to own or already has exposure to.
Apply PFIC screening for long-term Australian equity exposure tailored for US residents and taxpayers.
Review the portfolio, backtest hypothetical performance, update preferences and track live portfolios daily via the Briefcase technology platform.
Disclaimer: The performance information presented is based upon an out-of-sample backtest and does not represent actual results. Performance based on end of day holdings using end of day ETF and stock prices inclusive of dividends. Performance is net of Briefcase MER but does not consider transaction costs, taxes and individual circumstances.
This material provides general information only and does not consider your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate, having regard to individual objectives, financial situation, needs and circumstances. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction. Any investment is subject to investment risk, including delays on the payment of withdrawal proceeds and the loss of income or the principal invested. While any forecasts, estimates and opinions in this material are made on a reasonable basis, actual future results and operations may differ materially from the forecasts, estimates and opinions set out in this material. No guarantee as to the repayment of capital or the performance of any product or rate of return referred to in this material is made by Briefcase.
Enabling advisers to deliver true personalisation at scale.
Access the latest in portfolio management technology to provide clients with:
Truly personalised portfolios designed for every individual.
Delivered with efficiency to enable customisation at scale.
Choice of implementation via leading investment and stockbroking platforms.
Contact us at enquiries@briefcase.au or click the button below.
