Dr Jerome Lander

Dynamic Asset Consulting (DAC), a specialist goals based investment advisory and management company, yesterday formally announced the launch of its new retail superannuation portfolios, which allow financial advisers and investors to tailor super portfolios to achieve specific financial goals.

The offering is the first series of portfolios that enable ‘true to label’ goals based investing inside of retail super in Australia.

DAC is an Australian adviser-led organisation that has developed over a number of years, backed by widespread industry demand for solutions that allow advisers to spend more quality time with clients while offering efficient, tailored portfolios to meet financial goals.

The firm has built investment portfolios structured to meet very specific liquidity and risk/return criteria. They can be used individually or more typically are blended into an overall portfolio to suit the multiple and varied goals of investors. The suite of goals based portfolios include: Cash Plus; Short Term; Mid Term; Long Term Wealth Protector; Long Term Wealth Builder; and now DAC Super – Australia’s only true to label goals based retail super product.

DAC solutions can be used for individuals, SMSFs, family trusts, businesses and retail superannuation investors. As part of the process, advisers can also access DAC’s bespoke online portfolio construction tool, which helps advisers bring together different goals, across different entities, into specific portfolios to create an overall ‘group portfolio’ design for ease of communication and implementation.

DAC is now exploring integration of this online tool into various adviser software to help advisers gain better efficiency in delivering goals based advice to their clients.

The missing link

DAC Chairman Matthew Walker said the combination of both retail super and non-super options gave advisers a much needed “whole of business solution”, allowing a direct link for advisers wanting to oversee investment portfolio design and management to suit them and their clients.

He said interest from advice firms continued to be strong following the industry launch of the new service at the 2017 Association of Goals Based Advice conference in Sydney last week.

“DAC really opens up the opportunities for advisory groups to be ‘true to label’ goals based advisers and gain business efficiencies and scale along the way, without having to reinvent to wheel,” Mr Walker said.

He said the consistency and reliability across all clients helps advice businesses with communication and reporting while offering significant operational efficiencies.

“If advisers don’t want to run the money themselves, then one approach is to outsource it to someone that is a specialist, who can take away the hugely time consuming and difficult task, leaving them to run their business. It’s a fantastic turn-key solution that allows advisers to build scale and focus on what they do best. By having a number of different investment portfolios, advisers can ‘mass customise’ client solutions, delivering great tailored outcomes while carving out more time to focus on advising and supporting clients to achieve their goals,” he said.

Experienced team

DAC is led by the highly regarded investment consultant and portfolio manager Dr Jerome Lander, supported by Veronica Klaus from Lonsec and Andrew Vallner from CPG Research and Advisory, all of whom are very experienced multi-asset managers and researchers. The systems, procedures and governance surrounding the team provides them with a framework to deliver institutional grade portfolios, that are focused entirely on client outcomes.

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