Investment Advisory
Our ability to tailor a solution unique to your needs and circumstances allows us to set strategic asset allocation that manages risks and optimises results.
Drawing upon the investment manager research, portfolio construction and asset management expertise from across the NAB Group, including JANA, MLC, ThreeSixty/Morningstar and nabInvest, we can implement individual mandates through a range of structures and a universe of independent ‘best of breed’ specialist managers.
Our services include:
- implemented manager-of-manager portfolios (MLC and JANA)
- institutional-calibre advice and investment scale
- customised model portfolios (JANA advised)
- fund manager research and due diligence
- separately managed accounts and IMAs
- exchange traded fund portfolios
- asset management
MLC's active management approach and product innovation ensures you benefit from the most up-to-date thinking. Pioneering the Manager of Manager (MoM) portfolio in Australia and ranked as a top provider of separate managed account (SMA) services (Investment Trends, 2008), your investments can be easily managed within a single portfolio.
With over $127 billion of funds under management or advice (as at June 2008), JANA is one of Australia’s leading investment consultants. A proven track record has seen JANA ranked number 1 for global manager research capability for Australian investment consultants (Global Pension Magazine, 2006).
ThreeSixty/Morningstar and nabInvest also provide research tools on boutique and private equity, taking a disciplined approach in support of your immediate and ongoing investment requirements.
For more information, contact our NAB Private Wealth team.
