Five portfolios,
every risk profile
Diversified, risk-based model portfolios from Conservative to High Growth, built on rigorously screened ETFs with no affiliated managers, and rated Investment Grade by SQM Research.
For wholesale clients and licensed financial advisers only.
Scalable Portfolio Management Using ETFs
Each model is crafted around a strategic asset allocation framework, diversified across domestic equities, global equities, fixed income, alternatives, and cash, in proportions appropriate to the risk profile.
The benefits include:
Access to proven institutional-grade investment management expertise providing daily monitoring and managed execution.
A range of ASX listed ETFs designed to provide more disparate sources of return within a single multi-asset model portfolio framework.
Low-cost and optimised for net-of-fees, after-tax performance.
Putting investors first - always.
Briefcase Multi-Asset Model Portfolios are designed and managed to always put investors first. We use cutting-edge technology to enable access to advanced portfolio construction capabilities at low cost and select a diverse range of ASX listed ETFs to deliver the best possible outcomes.
Cutting-edge portfolio construction and management
Formerly exclusive to institutional investors, Briefcase's proprietary technology now offers all clients the ability to leverage our advanced portfolio construction capabilities. Briefcase designs and oversees portfolios that are resilient to the intrinsic uncertainties of asset performance, ensuring the greatest probability of achieving investment objectives.
Furthermore, our proprietary, long-run strategic asset allocation framework is designed to reduce portfolio turnover and thus further reduce unnecessary costs.
Low-cost and tax-aware
High fees and portfolio turnover negatively affect investment returns over time. At Briefcase, we build portfolios using cost-effective ETFs and leverage scalable technology to keep fees low.
We also understand that it is the after-tax return in the hands of investors that really matters, so we ensure portfolios remain tax-aware at all times.
Diversified Range of ETFs
At Briefcase, investors always come first, which is why we have no affiliations with any investment managers or ETF issuers. Our discerning selection of top-quality ETFs from reputable managers ensures that only exposures that pass our rigorous screening process are included in the investible universe. These exposures are only then incorporated into a model portfolio when their inclusion is additive to the Strategic Asset Allocation (SAA).
By using only low-cost, transparent and liquid ETFs, Briefcase Model Portfolios provide investors with the highest probability of meeting their investment objectives.
Experience that matters
We believe investors deserve more than just a return on their investment – the Briefcase team’s collective experience in managing more than $30bn and formidable track record means that investors benefit from the team’s investment experience and portfolio management approach across varying market conditions.
Five diversified risk-based models available:
A core investment proposition for advice practices.
If you are seeking a core portfolio solution that provides:
Quality and efficiency, without the high cost.
Cutting-edge technology and leading adviser support.
Choice of implementation via wholesale or retail managed accounts with leading investment platforms.
Contact us at enquiries@briefcase.au or click the button below.
