Managed Accounts are a highly cost-effective and efficient method for investing in a range of asset classes.

Mason Stevens provides access to a broad range of product providers which enables us to structure the most competitive strategies for our clients.

Our investment partners can choose from our range of best-of-breed investment managers or from the portfolios offered by the Mason Stevens Asset Management team.

What you gain access to

  • Competitive edge – Managed accounts can give you the edge you need to build on your business success and lead it into the future. This is through administration efficiency, transparency, and scale, potentially reducing the cost to your clients.
  • Improved client outcomes – Use our team to create high quality investment portfolios by security or use managed discretionary portfolios – or both. Real-time (AEST) execution through our in-house dealing capability means greater portfolio efficiencies.
  • Scale & flexibility – Gain the scale and freedom you need to tailor your investment proposition to clients, no matter where they sit on the wealth curve. Whether a client has a $200,000 investment portfolio or a $2 million portfolio, you can provide an investment solution to meet the client’s specific risk profile and goals in a scalable way.
  • Cost effective solution – To help manage additional costs relating to the inefficient execution of transactions, transactions are executed in-house with connections to over 50 dealing and broking partners across the globe.
  • Grow your practice – Tailor investment portfolios across your entire client base, making portfolio changes consistently to mitigate risk and create practice scale. Gain back time to spend on strategic client needs and grow your practice.

What our Managed Accounts Solutions offer

Flexible investment design

Transact on any security, in any foreign currency. Managers can operate portfolios on a security by security basis or utilise the expertise of select model portfolio managers, or both.

Quality SMAs and model portfolios

A carefully selected group of quality domestic & global managers is available. The professionally managed model portfolios on offer provide exposure to various asset classes and strategies, via concentrated portfolios of generally 5-15 direct securities.

Superior analysis

Our easy to access, invaluable data analytics allow managers to acquire a holistic view of who is invested in their portfolios providing insight into how best to focus your resources to grow your business.

Why Implement Mason Stevens Managed Accounts

  • Manage investments in line with your client’s goals
  • Improve portfolio visibility & reporting
  • Real-time (AEST) execution, providing your clients with a highly proactive way to invest
  • Use scale to reduce costs & improve risk management processes
  • Portfolio construction to reduce the risk of selling good assets at a bad time & managing sequencing risk

A Mason Stevens MDA can transform your business.

A Solution for Financial Advisers seeking:

Business Efficiency

– Dramatically reduced investment administration

– Highly scalable portfolio solutions

– Enhanced reporting and features

Better Client Outcomes

– Investment decisions implemented in real time

– Transparency + Flexibility

– Better long term performance potential