Implemented Portfolios - Evidentia Group

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.

Financial Advisers

Investors

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.

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Wholesale Discretionary Account

With the positive trends we are seeing in private markets, Lonsec Investment Solutions (LIS) have a unique investment solution designed exclusively for Advisers and their high-net-worth clients.

LIS sees these Alternative markets providing HNW investors an opportunity to add uncorrelated assets to their portfolio further lifting the benefits of owning a well-diversified portfolio by potentially enhancing returns and simultaneously lowering overall portfolio risk.

The LIS Growth Alternatives IMA provides an entry point into these sophisticated investments with a minimum initial investment of $500,000, an investor can begin their investment journey into Alternative markets with a highly individualised portfolio.

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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.