Flexible structure. Personalised approach.
Implemented Portfolios: Creating engaging investment experiences.
Today’s advice seekers are more demanding than ever, and rightly so. Many desire a personalised investment experience based on their individual and unique preferences, goals and values. But to do this one by one for your clients is a time-consuming burden for any advice business. That’s where we can help.
Our individually managed account service, powered by Implemented Portfolios, provides advisers and their clients with a highly individualised, high touch investment experience, whilst simultaneously creating more time in your business.
This scalable Individually Managed Account service provides customisation functionality on a client level via a Managed Discretionary Account structure.
Our team of professional portfolio managers remodel and manage end clients’ portfolios on your behalf, in line with their individual investment preferences. This includes incorporating any instructions provided to suit the unique requirements of the end client.
A range of core portfolio models to suit your investment objectives
ETF
Implemented Portfolios primarily uses Exchange Traded Funds (ETFs) to build portfolios and target exposures to the asset classes outlined in the Investment Program.
ESG Aware
The ESG Aware Model Portfolios’ asset allocation aligns closely with our core ETF model portfolios but from these building blocks, the ESG Aware Portfolio Managers will oversee the underlying ETF and Security Selection, while working with external ESG data and reporting providers to ensure that we deliver a set of models with improved ESG characteristics.
Direct Equity
Portfolios with actively managed direct stock exposures for the Australian Equities, International Equities and Listed Property asset classes are offered as variants of Investment Programs 3, 4 and 5.
Lonsec Listed
The Lonsec Listed Managed Portfolios provide investors with capital growth and income over the medium to long term through exposure across a range of asset classes by investing in listed securities.
IPL Model Manager Service
Leveraging the Implemented Portfolios’ MDA capability and our long, trusted history in implementing and servicing Individually Managed Accounts within a Managed Discretionary Account (MDA) or Wholesale Discretionary Account (WDA) structure, we have also expanded the IMA offering to Licensees and Institutions, allowing them to run a bespoke selection of external or in-house models within an MDA or WDA structure on the IMA service.
Benefits for Advisers
Back office and business efficiency
Our IMA service individualises the investment experience for your clients at scale, so you can provide them with a deeply engaging and personalised experience whilst gaining back precious office hours.
Adviser Branded Investor Communications
Provide your clients with regular, ongoing portfolio communication & engagement – Weekly, monthly and quarterly portfolio and investment updates are sent to your clients, in your branding, on your behalf as part of our service.
Personalised Portfolio Management
We scalably tailor your clients’ investment portfolios according to their individual preferences.
A trusted and experienced team
Our experienced team of investment professionals helps you deliver personalised, scalable portfolio solutions tailored to your clients’ needs.
We’re here to support you and your clients
Our IMA Service includes:
1-on-1 and group training sessions
Adviser-branded portfolio communications
Secure online adviser portal
Point-of-sale marketing tools
Dedicated help desk
Meet the Manager seminars for your clients
Get in touch with us
To learn more about how our range of investment solutions can help your business, get in touch with our team.