PROACTIVE PORTFOLIOS

enquiries@proactiveportfolios.com.au

Proactive Portfolios Pty Ltd is a newly incorporated business set up to house the expertise which has been developed in the delivery of multi-asset class and multi-manager model portfolios for financial advisers and their clients over recent years.

The objective is to deliver that expertise in the form of implemented portfolios via SMA platforms to a wide range of financial advisory firms and their clients.

 The Proactive Portfolios approach to portfolio management is:

-  Active in the use of expert investment inputs in the management of both asset allocation and asset selection within asset classes.

-  Proactive in the management of asset allocation across asset classes using a relative value approach which uses long term fair value as a benchmark for comparison against market prices for assets.

-  Value based in asset selection and focussed on not paying too much for assets within asset classes by using a fair value benchmark for asset acquisition.

http://www.proactiveportfolios.com.au