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MLC Managed Account Strategies

Multi-asset managed accounts are professionally managed portfolios which can include investments in multiple asset classes and investment types including direct equities, managed funds and ETFs. They’re a way for your clients to access these types of investments in a consolidated and transparent portfolio.

From a practice management perspective, managed accounts help streamline traditional portfolio construction and monitoring, freeing your time to focus on client relationships and building your practice.


    Benefits of managed accounts for advisers

  • In multi-asset managed accounts the investment decisions and portfolio rebalancing adjustments made for you by the portfolio manager. This make managed accounts a more efficient way to offer clients quality portfolios than constructing portfolios yourself - freeing your time to focus on client relationships and building your practice.

  • When you partner with a professional investment manager, such as MLC Asset Management, you can benefit from our portfolio construction and asset allocation expertise.

    Our team of investments experts actively manage the asset allocation within each portfolio, adjusting the portfolios in response to changing markets or when they identify new opportunities to balance risk and return in the portfolios.

  • Within a managed account, your clients’ investments are continuously monitored and adjusted. It’s much more straightforward than managing individual stocks and investments for clients yourself, reducing the compliance and administrative burden on your practice.

  • The ability to view the positions and performance of all underlying assets in a managed account at a glance, combined with client-friendly reporting and insights can support you in having deeper client conversations and relationships.


    Benefits of managed accounts for clients

  • Your clients can access a choice of professionally constructed and managed portfolios, with a range of portfolios available catering to varying risk tolerances and investment objectives.

  • Multi-asset model portfolios provide your clients with access to a range of asset classes and specialist investment managers, enabling simple access to a diversified portfolio of investments.

  • Efficient implementation of investment decisions means portfolios can be adjusted without the requirement for clients to review additional advice or paperwork. This means your clients’ portfolio updates can be seamlessly applied within days, rather than weeks or months to take advantage of timely opportunities and to manage risks.

  • You and your clients can see the individual investments and investment strategies that are held within the managed accounts through consolidated reports and statements.

  • As managed accounts are, unlike managed fund, not pooled investments, the tax position of individual investments is not shared with other investors. This means clients don’t inherit tax consequences as a result of other investors’ transactions.


    Client education

Tools to help your clients understand managed accounts and investments.

Why do investment markets go up and down?

Markets will always rise and fall. But while changes in the value of your investments can be unsettling, it’s important to take a long-term view.

What is diversification?

Putting all your investment eggs in one basket can work when the investment is performing well, but could leave you very exposed if anything goes wrong. Diversification - spreading your money across different investments - can help you manage that risk.

Why invest for the long term?

As a rule of thumb, if you want higher returns, you should be prepared to hold onto your investments for a number of years - and expect that they may fluctuate in value a lot over time.

Why understanding risk matters

Did you know that every type of investment has some risk? Investments that are expected to have higher returns also have higher risk. You need to be comfortable with the level of risk you’re taking.