Fund Services

S&P holds a unique independent position in Investment Consulting Services, providing not only a truly independent service but also one supported by a business that has been serving the global financial markets for over 140 years.

S&P has one of the largest teams of fund and investment experts in the world and an Australian team of professionals devoted to building better investment portfolios for our clients.

S&P does not manage money. We do not manage assets directly or via any platform, wrap account, or master trust arrangement. We provide tailored investment advice, primarily through customized solutions to meet our client's needs.

We can develop your investment strategy:

The heart of our service is our asset allocation/portfolio construction and the manager selection process. This is a customized process supported by our ongoing review, advice and support.

Strategic Asset Allocation and Portfolio Construction and Monitoring:

Our strategic asset allocation is developed with the assistance of an optimization process and risk assessment model that assesses the overall risk and return implications. Continual monitoring of risk and return characteristics and ensures that the asset allocation continues to meet your customized investment objectives.

Manager Research, Selection and Monitoring:

Our fund manager selection process is flexible and can be tailored to meet your specific needs. Our advice is based on research by our dedicated team, analysis of live portfolios, hands-on fund management experience, and knowledge of how to avoid losses when moving money. Additional research is conducted on all short list managers. This often includes in-depth analysis of the investment team in their offices. We are allowed to sit in the managers’ investment strategy meetings as observers because we are completely independent and are seen as such by them.

Ongoing advice and support:

We produce a range of tailored reports for clients that include both quantitative and qualitative data, and provide an alerting service for significant manager or investment-related events. We advocate our attendance at both trustee and investment committee meetings to formally present the quarterly investment performance report and address any investment related issues of the Fund.