Platform Alpha Series: Measuring the cost of delay
Managed portfolios are at the forefront of delivering client value, enabling advisers to tailor portfolios to client and market circumstances to create better client outcomes. Although no two platforms are the same, the innovative functionality available from managed portfolio solutions empower financial advisers with greater flexibility and capabilities to adapt portfolios and add value for their clients. Platform Alpha refers to the value that can be unlocked for clients by the enhanced technology available on HUB24.
Measuring the cost of delay – Milliman research paper
The platform alpha or value these enhanced capabilities could deliver were quantified last year in HUB24’s Platform Alpha whitepaper. This paper builds on this notion to illustrate how platform capabilities can be used to unlock implementation efficiencies, which can have a significant impact on a client’s portfolio value over time.
Key themes addressed in this research paper:
- The cost of delayed asset allocation changes
- The cost of delayed portfolio rebalances
The cost of delayed portfolio rebalancing and asset allocation changes – Webinar (0.25 CPD)
In this session in our Platform Alpha series, HUB24’s Head of Managed Portfolios, Brett Mennie, and Milliman Australia’s Principal and Head of Investment Services, Victor Huang discuss the ability for innovative Managed Portfolio capability to unlock value for clients. We’ve compared the impact of implementing portfolio changes inside and outside a managed portfolio structure, to answer the question, “How do delays in implementation of portfolio changes impact performance outcome?”
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