Index and sector unaware portfolio of companies listed on the the Australian Securities Exchange (ASX)
Alvia Asset Partners' five model portfolios provide clients with access to the investment team’s highest conviction investment ideas for each major asset class in the investment universe.
When acting as the overarching investment manager, we invest across these model portfolios in such a way as to achieve an asset allocation aligned with the unique risk and return objectives of our clients.
Alvia has numerous clients who prefer a more hands-off approach to their passive investments and consequently utilise our model portfolios to fulfil asset allocation needs in line with a target absolute return that they aspire to achieve over the long term.
A client recently inherited a large Australian equities portfolio as part of their father’s estate.
The ongoing operation of this portfolio was outsourced to our team. We diversified the portfolio more broadly across our asset class model portfolios and in line with the newly updated investment objectives of the second-generation client.