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Betashares Managed Accounts
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Managed Accounts

Transform the way you deliver advice

Betashares’ cost-effective range of Managed Accounts covers Dynamic and Ethical portfolios, with a full spectrum of risk profiles that can easily be matched to your clients.

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Why Betashares Managed Accounts? 

Dynamic management

Long-term strategic positioning with dynamic quarterly adjustments to respond to evolving market conditions.

ETF based portfolios

Built exclusively using ETFs to streamline execution, enhance diversification and simplify client conversations.

Cost effective solutions

Purpose built to be the low-cost foundation of any portfolio, with cost efficiency embedded at every level.

Merit based ETF selection

A rigorous due diligence process blending exposures across asset classes, regions, investment styles and factors.

Strong performance track record

A demonstrated track record of strong relative performance against industry benchmarks and peers.

Institutional-grade reporting and collateral

High-quality regular reporting and client collateral available through our dedicated adviser portal.

Our solutions

Dynamic Managed Accounts

Professionally managed and constructed multi-asset portfolios that cover a diverse range of risk profiles. The portfolios combine long-term strategic positioning with disciplined dynamic asset allocation.

Ethical Managed Accounts

Designed for investors whose priority is investing in a way that aligns with their values. Our multi-asset ethical diversified portfolios are constructed from Betashares’ market-leading range of ethical ETFs and Australian equities.

Betashares Investment Committee

Drawing on deep experience in investment markets, the Betashares Investment Commitee is responsible for overseeing all asset allocation and investment selection decisions with the Betashares portfolios and ensuring that each portfolio remains aligned with client objectives.

David Bassanese
David Bassanese
Chief Economist
Louis Crous, CFA
Louis Crous, CFA
Chief Investment Officer
Chamath De Silva, CFA
Chamath De Silva, CFA
Head of Fixed Income
Thong Nguyen, CFA
Thong Nguyen, CFA
Head of Equities
Cameron Gleeson
Cameron Gleeson
Senior Investment Strategist
Daniel Choo, CFA
Daniel Choo, CFA
Multi-Asset Senior Portfolio Manager

Our philosophy

Experience

We draw on decades of specialist investment expertise, with a deep understanding of asset allocation, portfolio construction and risk management.

Expertise

We are leaders in researching and analysing exchange traded products and have a unique capability in developing market leading investment solutions.

Understanding

We understand the distinct needs of the Australian investor and make investment decisions locally with their investment needs in mind.

A branch of Trellia Wealth Partners

Founded by Betashares, and InvestSense, Trellia Wealth Partners is a true partner in both portfolio management and practice growth, built to support the full spectrum of needs of the modern advice practice. The Betashares Managed Accounts are the indexed-based investment solutions within the Trellia Wealth Partners offering.