A number of tools are available for our financial advisers to utilise when evaluating a client’s portfolio. Two of which, are the Core and Satellite Model, and Ventura Manager Allocator.
The Core and Satellite Model is a tool that enables advisers to construct model portfolios specific to an individual client’s risk profile.
The Manager Allocator Tool can be utilised by advisers to apportion a client’s investment to each of the managers within the Ventura funds. Allocations are shown by percentages and dollar value.
For further information please contact one of our Product Managers on 07 5574 0244. Additional tools can be found within the secure area of our website.
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