Quilla partners with leading financial advice groups to create smarter investment solutions that deliver valuable outcomes for their clients and business.
Customised, white label portfolios
Customised and intelligent investment solutions, created specifically to meet your objectives and business requirements, coupled with a suite of supporting services designed to elevate your client experience and empower your firm's growth.
Public menu, 'off the shelf' portfolios
Utilise our Quilla branded portfolios offered through HUB24, BT Panorama, and AMP MyNorth Managed Account platforms. Further information is outlined below.
Customised and intelligent investment solutions, created specifically to meet your objectives and business requirements, coupled with a suite of supporting services designed to elevate your client experience and empower your firm's growth.
Public menu, 'off the shelf' portfolios
Utilise our Quilla branded portfolios offered through HUB24, BT Panorama, and AMP MyNorth Managed Account platforms. Further information is outlined below.
Investing in the future – Environmental, Social and Governance considerations
We recognise innovations are disrupting traditional industries and new values and expectations are emerging. There is an increasing desire by some practices to utilise investments that help sustain our environment, community and create a better future. As specialists in creating bespoke investment solutions, where required, we work with clients to construct portfolios that take into consideration Environmental, Social and Governance (ESG) factors.
We do this by identifying investment strategies/managers that invest in an ethical and socially responsible manner or in companies that are contributing to a sustainable future or positive social outcomes. These managers are typically signatories to the UN Principles of Responsible Investing (PRI), members of the Responsible Investment Association of Australasia (RIAA) and demonstrate a clear commitment to avoiding investments with negative ESG implications.
We do this by identifying investment strategies/managers that invest in an ethical and socially responsible manner or in companies that are contributing to a sustainable future or positive social outcomes. These managers are typically signatories to the UN Principles of Responsible Investing (PRI), members of the Responsible Investment Association of Australasia (RIAA) and demonstrate a clear commitment to avoiding investments with negative ESG implications.
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Complementing this ESG analysis is our holistic approach to fund evaluation that incorporates the flexibility to consider the qualitative elements of a fund’s process that we deem to be attractive given the prevailing market conditions and portfolio’s objectives.
Please get in touch if you would like to know more.
Please get in touch if you would like to know more.
Quilla’s Masthead Series is a suite of real return, multi-asset class, multi-manager portfolios across three risk/return profiles. The portfolios are actively managed through Quilla’s dynamic asset allocation and investment manager selection processes. We dynamically adjust the portfolios’ allocations to achieve a high probability of meeting or exceeding the required return objectives while maintaining the stated risk profiles. The mix of asset classes and strategies in the portfolios will vary through time depending on our forward-looking estimates of market risk and return. Our style is active value management with quantitative foundations and qualitative decision-making.
Please Contact Us for Fact Sheets.
Offered on:
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Quilla’s Index Series is a suite of real return, multi-asset class portfolios across three risk/return profiles. The portfolios are invested in index instruments, including ASX ETFs & LICs and passive managed funds. Quilla actively manages the portfolios’ dynamic asset allocation to achieve a high probability of meeting or exceeding the required return objectives while maintaining the stated risk profiles. The mix of asset classes and strategies in the portfolios will vary through time depending on our forward-looking estimates of market risk and return. Our style is active value management with quantitative foundations and qualitative decision-making.
Please Contact Us for Fact Sheets.
Offered on:
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