Advisers and Institutions

At BetaShares we are committed to helping financial advisers grow their businesses and to providing specific and useful information to our institutional investors.

BetaShares ETF Model Portfolios

A BetaShares ETF Model Portfolio can be a powerful tool for your advice practice. Scale your business and save time, maintain investment rigour, reduce costs and compliance burden.

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Insights and Ideas

Investment ideas and resources for advisers, and insights into how institutions around the world are using ETFs.

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Materials for your clients

Our ‘Exchange Traded Funds – the Basics’ booklet for your clients covers the main features and benefits of ETFs, and explains how to use them and how to buy and sell them.

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Product commentary

Our investment management team provides regular reports for financial intermediaries seeking to obtain detailed information about the performance of a number of our funds, discussing recent market events that have had a significant impact, and outlining portfolio holdings that have added to or detracted from fund performance.

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