Advisers & Institutions

BetaShares Adviser & Institutional Centre

At BetaShares we are committed to helping financial advisers grow their businesses and to providing specific and useful information to our institutional investors. We are in the process of developing and building out our Adviser & Institutional Centre which will be live in the near future. The Centre is being designed to supplement the information available on our main website with tailored content that you can use in your practice. In the future, institutional investors will find select information written and developed with their needs in mind.

Our Adviser and Institutional Client Services team are able to assist with bespoke services for our clients, including:

  • Portfolio Analytics: supporting advisers with portfolio analytics to assist in making investment recommendations and support client communications
  • SOA’s: We provide sample Statement of Advice templates on each of the BetaShares funds
  • Asset Allocation and ETF Model Portfolio Service: a modular set of solutions including:
    • Strategic Asset Allocation (SAA)
    • Dynamic Asset Allocation (DAA)
    • Fully implemented SAA and DAA exchange traded fund portfolios (quarterly rebalanced)
    • Managed Risk & Income model portfolios: specific set of model portfolios that have been optimised to provide enhanced income and less volatile returns.
  • Presentations to clients: Our panel of experts including Chief Economist David Bassanese and investment specialists can be available for client briefings, presentation and seminars

To request any of the services above or to discuss our solutions please contact our Adviser & Institutional team.

Commonly requested information

ETFs 101 for clients – What is an ETF?

Exchange Traded Funds – The Basics: Simple/plain language document to help you easily explain to your client what ETFs are

Fund Specific Commentary:

Monthly commentary on HVST, YMAX and UMAX

Capital Markets team

Our capital markets team can assist advisers and institutional investors with queries regarding trading and execution of BetaShares Funds. Contact our capital markets team here.

Thank you for your request, an email will be sent to you shortly. If you don’t receive it within 30 minutes please contact info@betashares.com.au