Why use Betashares Model Portfolios in your practice?
- Select model portfolios that match your clients’ objectives and risk profiles
- Save time on portfolio management and investment manager selection
- Reduce compliance burden and maintain investment rigour across client segments
- Reduce cost in client portfolios
- Free up time to engage with your existing clients and win new ones
About Betashares Model Portfolios
An ETF Model Portfolio is a portfolio of ETFs and other exchange traded products constructed and managed by a professional investment manager.
Betashares offers a suite of model portfolios, each of which seeks to achieve capital growth and income streams through a careful blending of asset classes, including Australian and international equities, bonds, cash and commodities. The result is institutional-quality portfolios that are cost-effective, highly diversified, transparent, and simple to explain to clients.
We provide regular reporting on portfolio performance, along with ongoing communication regarding changes to the portfolios, and broader commentary on the micro and macro environment.
Reviewed annually
Built using forward-looking long-run expected returns and risk for a diversified range of major asset classes.
Reviewed quarterly
Utilise return/risk parameters from SAA, rebalanced quarterly based upon Betashares modelling of asset class misvaluations, risk objectives and economic considerations.
Reviewed annually
Ethically screened model portfolios, utilising robust screening methodology. Includes multi-asset class diversified and Australian equity portfolio solutions.
Risk profiles available (SAA & DAA Model Portfolios)
Each series is optimised to different risk profiles and can be easily matched to the individual profiles of your clients.
Conservative
Moderate
Balanced
Growth
High Growth
SQM Research is available for the Betashares DAA Model Portfolios. Please contact us to obtain a copy.
Ethical Model Portfolios
Betashares Ethical Model portfolios are constructed using our market-leading range of ethical ETFs.
Balanced
Growth
High Growth
Australian Sustainability Leaders
Portfolio of 35 ethically screened direct shares
Betashares Dynamic Asset Allocation Model Portfolios are available via SMAs on the below platforms:
Betashares Ethical Model Portfolios are currently available via SMAs on Netwealth, HUB24, Macquarie Wrap and Praemium.
Betashares Strategic Asset Allocation Model Portfolios are available on the HUB24 platform.
Using Betashares Model Portfolios in your advice practice
You can use our Model Portfolios to outsource portfolio management and implementation, for all or part of your client base.
Transitioning your entire investment management solution to Model Portfolios can help:
- Increase efficiency and maintain investment rigour
- Reduce your compliance and administration burden
- Reduce client portfolio costs
You can also differentiate your offering by providing Model Portfolios to specific client segments. For example, you could use Model Portfolios for clients with simpler advice needs, allowing you to provide bespoke portfolio management to clients with more complex needs.
Why choose Betashares Model Portfolios?
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Simple, consistent approach
Match a Betashares Model Portfolios to your client’s objectives and risk profile, without having to construct each portfolio from scratch.
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Best of breed
Products within each portfolio are selected on merit, and include funds from Betashares and other managers.
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Cost-effective
Cost-effective ETFs and other exchange-traded products are used to construct our models, making them a competitively priced investment option.
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Reduce compliance and administration burden
If your clients invest in a Betashares model via an SMA, regular portfolio rebalancing is done on your behalf, without the need for ROAs.
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Flexibility
Betashares models can be used for a client’s entire portfolio, or as a core.
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High quality support
Receive in-depth reporting, support tools and dedicated service from the BetaShares Adviser Services team.
Dedicated adviser support
The Betashares Adviser Services team offers a range of support and services for clients using our Model Portfolios, including:
- Model Portfolio product profiles
- Monthly reports and updates
- Detailed quarterly reports
- Quarterly videos and webinars
