Quilla works with Financial Advisers and Institutional Investors to provide a range of services
Customised, white label portfolios
Bespoke portfolios and supporting services created specifically to meet your objectives and business requirements.
Public menu 'off the shelf' portfolios
Alternatively you may wish to utilise our Quilla branded portfolios offered through HUB24, BT Panorama, and AMP MyNorth Managed Account platforms. Further information is outlined below.
Bespoke portfolios and supporting services created specifically to meet your objectives and business requirements.
Public menu 'off the shelf' portfolios
Alternatively you may wish to 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 to utilise investments that help sustain our environment, community and create a better future. As specialists in creating bespoke investment solutions, 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.
Portfolio solutions
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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DISCLAIMER
Quilla Consulting Pty Ltd, AFSL 511401. This site provides general advice only and not personal financial advice. It does not take into account your objectives, financial situation or needs. Before acting or making any investment decision, you should consider your personal financial situation or needs, consult a professional adviser, and consider any applicable disclosure documents. Information on this site is based on sources believed to be reliable, but Quilla does not guarantee its accuracy. All opinions expressed are honestly held as at the applicable date. Neither the information, nor any opinion expressed, constitutes an offer, or invitation, to buy or sell any financial products. Quilla does not accept any liability to any person or institution who relies on this site and the information it contains and shall not be liable for any loss or damage caused to any person in respect of this site and the information it contains. You must not copy, modify, sell, distribute, adapt, publish, frame, reproduce or otherwise use any of the information in this document without the prior written consent of Quilla.
Quilla Consulting Pty Ltd, AFSL 511401. This site provides general advice only and not personal financial advice. It does not take into account your objectives, financial situation or needs. Before acting or making any investment decision, you should consider your personal financial situation or needs, consult a professional adviser, and consider any applicable disclosure documents. Information on this site is based on sources believed to be reliable, but Quilla does not guarantee its accuracy. All opinions expressed are honestly held as at the applicable date. Neither the information, nor any opinion expressed, constitutes an offer, or invitation, to buy or sell any financial products. Quilla does not accept any liability to any person or institution who relies on this site and the information it contains and shall not be liable for any loss or damage caused to any person in respect of this site and the information it contains. You must not copy, modify, sell, distribute, adapt, publish, frame, reproduce or otherwise use any of the information in this document without the prior written consent of Quilla.