MLC launches Fund Profile Tool

From

MLC has announced the launch of a new online investment reporting tool to help advisers have deeper investment conversations and develop even closer relationships with clients.

The Fund Profile Tool gives greater insight into MLC’s investment process and diversification. It shows the breadth, depth and diversity of an MLC investment, as well as providing detail on how money is invested within MLC’s funds, including MLC’s multi-manager funds.

Sam Hallinan, MLC’s GM Investment Solutions said, “We have developed the Fund Profile Tool to bring greater transparency to our investment management process.

“Advisers have been telling us that clients want more detailed information about how we invest their clients’ money. With the MLC Fund Profile Tool advisers are able to pull down a report that contains fund information such as performance, commentaries, stock and manager holds, and regional allocations.

“With this report an adviser will be able to explain to the client precisely what proportions of their funds are invested in which asset class and with which manager at any given time, as well as giving details of that manager and their investment philosophy.”

The reports can also be generated by advisers through MLC’s MasterKey platform, and is the latest in a series of innovations planned for the platform.

Dean Thomas, GM of MasterKey said, “The Fund Profile Tool is the first in a series of enhancements we’ll be announcing to MLC MasterKey over the coming months. 

“We are constantly innovating to enhance the functionality of the MasterKey platform and to provide advisers and investors with useful information and insights. We are delighted to unveil the Fund Profile Tool and look forwarded to revealing more enhancements in the near future.”

The MLC Fund Profile Tool is accessible via the MLC, MasterKey Custom, Private Investment Consulting and MLC Wholesale websites.

You must be logged in to post or view comments.