Recent data illustrates the scale of that shift. The State Street/Investment Trends 2026 Managed Accounts Report, based on a survey of more than 1,000 Australian financial advisers, found 60% of advisers now utilise managed accounts, with 73% of them using Separately Managed Accounts (SMAs) as a core portfolio allocation. The latest Managed Accounts FUM Census, published by the Institute of Managed Account Professionals (IMAP) in conjunction with Milliman, reported the Australian managed accounts market exceeded $292.9 billion in funds under management as of 31 December 2025, with SMAs continuing to represent the largest and fastest-growing segment.

Early adoption of managed accounts was largely driven by operational efficiencies, including centralised portfolio management, improved implementation consistency and time savings for advisers. As the market has matured, attention has shifted towards the governance, portfolio construction, implementation and transparency underpinning long-term investor outcomes, alongside a broader range of investment solutions spanning active and passive strategies, retirement-focused portfolios and increasingly sophisticated multi-asset approaches.

Regulatory attention has intensified in step with the sector’s growth. In an October 2025 address, ASIC Commissioner Alan Kirkland said managed accounts are playing an increasing role in Australia’s investment landscape, and confirmed that ASIC’s 2025-26 Corporate Plan has identified managed accounts as a priority area for surveillance, with particular focus on how licensees manage general obligations, identify and manage conflicts of interest, and ensure products continue to deliver appropriate client outcomes.

For advisers, this is occurring alongside an evolving advice framework in which the Best Interests Duty remains central to product selection. External research provides an important input into due diligence, but does not replace an adviser’s obligation to understand the products they recommend and satisfy themselves those recommendations remain appropriate for their clients’ objectives and circumstances.

As managed accounts have matured, so too has the nature of adviser due diligence, moving beyond questions of historical performance, asset allocation and fees towards how investment decisions are governed, how portfolios are implemented, and whether processes are sufficiently transparent to support consistent client outcomes.

Read the full insight.

The post Managed accounts scrutiny shifts from adoption to accountability appeared first on AdviserVoice.

That means investors in some index funds may be holding unintended risks in their portfolios, since market capitalisation-weighted funds, which weight companies based on their market value, are not as broadly diversified as many expect. The following four charts help put today’s market concentration in perspective and underscore the need for greater diversification.

1. Today’s market is among the most concentrated in history

“We are living through an extraordinary market environment,” says chief investment officer Martin Romo. Today’s market concentration stands out, with the top 10 companies approaching 40% of the S&P 500 Index.

We have seen this before. Similar levels of concentration emerged in Japan’s 1980s boom and the US Nifty Fifty era. Specifically, in 1964, the top 10 stocks reached 39% of the S&P 500 Index. The largest holdings included AT&T, General Motors, ExxonMobil, IBM and Texaco — diverse businesses from a range of sectors.

Markets have long rallied around compelling investment themes

Today’s concentration differs from the 1960s because many of the largest companies, including NVIDIA, Microsoft, Amazon and Micron Technology, are tied to a single theme: AI investment. As a result, semiconductor stocks, for example, could decline in tandem if demand for chips drops. “This is precisely what we have seen during the early July pullbacks in the market, which were led by companies such as SK Hynix and Sandisk,” according to Brady Enright, equity portfolio manager.

Prior episodes of intense concentration eventually broke down, often painfully, before returning to more balanced levels. That does not mean a market crash is imminent, nor are we predicting one. Concentration is not a timing tool, but it is a reminder that trees don’t grow to the sky.

As investors crowd into AI-related stocks, some high-quality businesses have been left behind. “These are companies with growing profits, strong dividends and durable franchises,” Enright says. “Many are trading at discounts to their historical valuations of 20% or more. Examples include Royal Caribbean, Procter & Gamble and Citigroup.”

2. AI concentration is a global phenomenon

Market concentration is not limited to the US. The seemingly insatiable demand for specialised chips has catapulted technology companies in South Korea and Taiwan to new highs. The top 10 firms in the MSCI Emerging Markets Index account for 41% of its total market capitalisation, with just three — SK hynix, Samsung Electronics and TSMC — making up 29%.

Worldwide demand for computer chips has fueled market concentration

Meanwhile, global markets continue to offer other attractive opportunities, particularly in Europe and parts of Asia, where valuations remain compelling. “In my view, there are real bargains outside the US today, and often they can be found among world leaders in their industries,” says Steve Watson, an equity portfolio manager. “They just happen to be domiciled in other countries. They include UK-based drug giant AstraZeneca and China-based Tencent, the largest gaming company in the world.

“I am also sifting through the artificial intelligence wreckage for companies that may have been unfairly hit by fears that easy-to-use AI applications will impair their business,” Watson continues. “Those include large software companies like Germany’s SAP, as well as companies in the online travel space, including China’s Trip.com and Spain’s Amadeus IT Group. These are AI enablers, in my view, not ‘AI roadkill.’”

3. US GDP heavily relies on AI spending

Concentration risk extends beyond the top 10 stocks in the US index to the broader economy. The data centre build-out has supported US growth, with AI-related investments contributing nearly 1% to real GDP in the first nine months of 2025, or 39% of overall growth during that period, according to the St. Louis Federal Reserve.

Thus, company earnings and the broader economy may be more vulnerable to an AI-induced slowdown. “The growing profit pools are all driven by the same physical build-out of data centres,” Enright says. “Chipmakers have grown the most because roughly 50% of data centre-related costs are tied to semiconductors, but companies that provide heating and air conditioning, electricity, water treatment and transformers are also enjoying strong tailwinds.”

AI drives large parts of the global economy

According to Enright, the next chapter of the story may be about beneficiaries outside of the capex boom. “I’m focused on identifying companies that can use AI to gain a competitive advantage they haven’t had historically. Within industries such as financials and healthcare, I expect certain companies will use AI in ways that will help them grow faster or become more profitable relative to competitors.”

4. AI fatigue is hitting the bond market

Another corner of the AI boom showing signs of strain is the US corporate bond market. “The tsunami of bond deals has weighed on the debt prices of high-profile companies including Meta, Amazon and SpaceX,” says Damien McCann, fixed income portfolio manager. Today, hyperscalers including Alphabet and Meta account for roughly 4.8% of the Bloomberg US Investment Grade Corporate Bond Index, an increase of 78% from a year earlier.

AI-related companies have flooded debt markets

“The sheer volume of deals tied to AI underscores the importance of diversification in fixed income, particularly because bond prices tend to have more downside risk than upside potential,” McCann says. “I’m evaluating these opportunities one by one. Some hyperscalers offer attractive yields relative to their strong cash flows and credit ratings, but I’m more selective when it comes to certain newer project financing structures.”

Despite the surge in issuance, McCann remains constructive on the broader credit market. “Strong corporate earnings, healthy consumer spending and a resilient labour market provide a supportive backdrop for credit. I don’t believe AI-related borrowing will derail that picture, but it reinforces the value of maintaining exposure across investment-grade and high-yield corporate bonds, securitised credit and emerging markets.”

A call to rebalance and diversify

The market concentration in AI reveals some of the trade-offs tied to investing in index funds. “There is a common misperception that index funds somehow are safer for most investors,” says Jody Jonsson, vice chair of Capital Group. “Passive funds are cheaper on average. But cheaper is not the same as safer, nor does cheaper equate to better investor outcomes.”

Romo adds: “This is not an argument against owning the companies driving the artificial intelligence era. Many are extraordinary businesses with durable prospects. The point is, at today’s weights and valuations, the benchmarks — and the passive strategies following them — increasingly assume one set of outcomes will dominate.”

A more balanced approach calls for investors to review their risks, both intended and unintended. According to Romo: “The winners of this current period will need to be both bold and humble. Bold enough to own great companies when the fundamentals justify it. Humble enough to recognise that no single theme, however powerful, should dictate the shape of portfolios. Bold enough to differ from the benchmark when risk and reward call for it. Humble enough to know that being different can be uncomfortable but necessary, especially when a narrow market continues to rise.”

By Martin Romo chair and chief investment officer, Brady Enright, equity portfolio manager,  Steve Watson, equity portfolio manager, Damien McCann, fixed income portfolio and Jody Jonsson, vice chair.

————

Statements attributed to an individual represent the opinions of that individual as of the date published and may not necessarily reflect the view of Capital Group or its affiliates. This communication is intended for the internal and confidential use of the recipient and not for onward transmission to any other third party. This communication is of a general nature, and not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities. All information is as at the date indicated and attributed to Capital Group unless otherwise stated. While Capital Group uses reasonable efforts to obtain information from third-party sources that it believes to be accurate, this cannot be guaranteed. In Australia, this communication is issued by Capital Group Investment Management Limited (ACN 164 174 501 AFSL No. 443 118), a member of Capital Group, located at Suite 4201, Level 42 Gateway, 1 Macquarie Place, Sydney, NSW 2000 Australia. All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company. All other company names mentioned are the property of their respective companies. © 2026 Capital Group. All rights reserved.

The post Four charts that expose market concentration risk appeared first on AdviserVoice.

Sean Graham

The Advice Quality Index is an independent longitudinal benchmark built from one of Australia’s largest independent advice review datasets.

Most public discussions about advice quality rely on complaints, enforcement action, remediation programmes or individual cases. Those sources are important, but they principally show where advice has failed. They don’t measure how the overall quality of independently reviewed advice changes over time.

The Advice Quality Index establishes an independent longitudinal benchmark for measuring how advice quality changes over time.

It applies a consistent assessment methodology to independently reviewed financial advice and measures how the distribution of quality ratings changed over six financial years. The inaugural Index is based on 9,315 reviewed files from 1 July 2020 to 30 June 2026 and is informed by Assured Support’s broader dataset of more than 24,614 advice files across more than 200 Australian licensees.

In a complex and frequently changing regulatory environment, independently reviewed advice became substantially more reliable. Poor and Very Poor ratings halved, while Sound advice increased to 88.2%, establishing the necessary foundation for Good and Exceptional advice.

The findings tell a clear story:

• advice assessed as Poor or Very Poor fell from 20.9% to 10.0%
• sound advice increased from 77.0% to 88.2%, and
• independently reviewed advice became more consistent despite sustained regulatory and professional change.

For licensees, boards, Responsible Managers and advisers, the Index provides an evidence-based benchmark for understanding where advice quality is improving, where further capability development is required and how review outcomes should be interpreted over time.

Read the report.

The post Advice Quality Index: six years of advice review data appeared first on AdviserVoice.

Reece Birtles

The ClearBridge Select Opportunities Fund – Class A has been awarded a highly recommended rating by Zenith Investment Partners, an upgrade from the recommended rating the fund has held over the past five years.

The fund, managed by ClearBridge Investments’ Australian Equities team, applies a high-conviction, actively managed investment approach focused on uncovering mispriced opportunities across ASX-listed equities.

Zenith says its “conviction in the fund has strengthened following the enhancement to its fee structure, which it expects to lead to improved investment outcomes” and that it holds “the fund’s portfolio manager and long-standing investment process in high regard.”

Pleasingly, the fund has achieved its investment objective over the most recent five-year period to 30 June, outperforming the benchmark (S&P/ASX Accumulation Index) and median manager over this time frame.

The fund returned 16.91 per cent over one year, 9.42 per cent per annum over five years and 10.40 per cent per annum over ten years, compared with the benchmark’s 6.11, 7.76 and 9.45 per cent, respectively. It ranked in the first quartile of its sector over one, two, three and five years.

Felicity Walsh, Managing Director of Franklin Templeton Australia, says the upgrade reflects the strength of the investment team behind the fund.

“This rating is recognition of the discipline and consistency that Reece and the team have brought to this strategy over a long period. We removed the performance fee on this fund last year to better align outcomes for investors, and it is pleasing to see that change recognised by Zenith alongside the fund’s investment performance,” she adds.

“The rating reflects a fundamentally driven research process that has remained consistent. We look for the most compelling undervalued stock ideas on a forward-looking basis, and we let that valuation bias play out through the cycle,” notes Reece Birtles, head of Australian Equities at ClearBridge Investments.

The team of 14 is based in Melbourne and led by Birtles, who has 33 years of industry experience and has been with the team for 31 years. The Australian Equities team is one of the most stable in the industry, with deep experience and long tenure across the investment group.

Zenith’s assessment of the team also points to the culture behind the investment process, noting that the broader investment team is “collegiate and promotes rigorous debate amongst team members” and that the investment team is “experienced and adequately resourced” to successfully manage the fund.

Overall, Zenith views the portfolio construction process favourably and says it is “encouraged by its strong connection with the stock research performed by the analysts.”

The fund also holds a Recommended rating from Lonsec.

The post ClearBridge Select Opportunities Fund earns ‘highly recommended’ rating from Zenith appeared first on AdviserVoice.

Niamh Brodie-Machura

Key points

• 55 per cent of Fidelity analysts expect companies’ cost inflation to rise over the next 12 months as a result of the renewed Middle East conflict
• Analysts expect capital expenditure to increase, with the strongest expectations in utilities, energy and information technology
• Most analysts expect corporate profitability to remain resilient over the next 12 months despite higher expected cost

The resumption of hostilities in the Middle East has renewed concerns over inflation and supply chain disruption, but many businesses have yet to feel the full impact on their costs, according to Fidelity International’s latest Analyst Pulse Survey. 

The quarterly survey of almost 100 of Fidelity’s equity and fixed income analysts, conducted in June and informed by the team’s ongoing meetings with company management teams, found that 55 per cent expect inflationary pressures within the companies they cover to increase over the next 12 months as a result of the Middle East conflict.

While many businesses have so far been protected by energy hedging programmes and existing inventories, analysts believe higher energy, freight and raw material costs are likely to become more visible as those protections expire. Consumer, industrial and utilities companies are expected to experience the greatest increase in cost pressures, although analysts anticipate higher input costs across every sector and region.

Niamh Brodie-Machura, CIO, equities at Fidelity International, said: “The renewed conflict is adding to an already uncertain backdrop for businesses. While many companies have yet to feel the full impact on their cost base, our analysts expect inflationary pressures to become more apparent over the coming months as existing buffers begin to unwind. The extent to which companies can manage those pressures is likely to become an increasingly important differentiator.”

Sam Heithersay, portfolio manager, Fidelity International adds: “For Australia, the picture is one of broad resilience but rising dispersion. Australia remains relatively well placed as a net exporter of energy and commodities, which helps to support ongoing capital investment and cushions the economy at an aggregate level. But higher energy, freight and raw material costs will add to an already persistent domestic inflation backdrop, with greatest pressure likely to fall on domestically exposed companies that lack the pricing power to pass on costs without sacrificing margins or market share.”

Companies continue investing despite rising cost pressures

Despite this more challenging environment, analysts expect companies to continue increasing capital expenditure. Expectations are strongest in utilities, energy and information technology. These sectors are expected to play a central role in supporting continued investment in artificial intelligence (AI) infrastructure, from power generation and networks to semiconductors and data centres.

Analysts also expect corporate profitability to remain resilient over the next 12 months. Despite higher expected costs, more analysts expect profitability to improve than deteriorate, suggesting many companies remain well placed to manage inflationary pressures despite a more uncertain operating environment. 

Heithersay comments: “Corporate profitability in Australia should remain relatively resilient, underpinned by strong balance sheets and double-digit earnings growth at a market level. Recurring geopolitical disruption has made corporate resilience more than just a defensive attribute and increasingly a competitive advantage. The strongest companies will likely be those that can preserve margins through the current cost shock while maintaining the operational discipline and cost flexibility to absorb the next one.”

Brodie-Machura concludes: “Taken together, the survey highlights three themes shaping markets today: persistent inflation pressures, rising capital expenditure and resilient corporate profitability. While geopolitical uncertainty is creating new challenges, many businesses appear well placed to navigate them. For investors, identifying those companies that can continue investing while maintaining profitability will remain critical.”

———- 

Source: Fidelity International Q2 Analyst Pulse Survey 2026. The quarterly survey was conducted in June 2026 and features 110 responses from 95 of Fidelity International’s equity and fixed income analysts covering global sectors and regions.

The post Businesses yet to feel full cost impact of renewed Middle East conflict, Fidelity International Analyst Pulse Survey finds appeared first on AdviserVoice.

Michael Lovett

Bell Australian Small Companies Fund has been awarded a Recommended rating by Zenith Investment Partners, less than a month after the fund’s inception.

Zenith’s Product Assessment Report cites the Fund’s disciplined, research-driven process and the depth of experience of portfolio managers Tim Johnston, James Nguyen and Scott Hudson as key factors in the rating.

“Overall, Zenith believes the stock selection process employed by the team is robust and in-depth, providing a strong input into the portfolio construction process.” Zenith noted in its assessment.

Michael Lovett, chief executive officer of Bell Asset Management, says the rating reflects the rigour the team has brought to the Australian small-cap market since launch.

“To receive a Recommended rating from a research house of Zenith’s standing, this early in the Fund’s life, is a strong endorsement of the process and the team behind it. It gives investors an independent view of the depth of work going into this strategy.”

Johnston says the rating reinforces the team’s approach to identifying quality Australian small-cap companies before the broader market prices them in.

“This rating is great a milestone and we remain focussed on the research process that got us here, that is the same disciplined, bottom-up approach we apply to every stock we consider.”

The rating comes at a volatile moment for the asset class. The S&P/ASX Small Ordinaries (Total Return) Index returned approximately 25% in calendar year 2025 before falling around 12% year to date in 2026, more than four times the decline of the broader market. Bell’s small-cap team believes the dislocation has left valuations attractive: large-cap earnings growth is tracking near zero this financial year, while consensus forecasts point to robust small-cap earnings growth.

About the Fund

The Bell Australian Small Companies Fund invests in a portfolio of quality listed Australian smaller companies, with the objective of outperforming the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term, after fees and expenses. The Fund is available to investors with a minimum initial investment of $20,000.

The post Bell Australian Small Companies Fund receives Recommended rating from Zenith appeared first on AdviserVoice.

The ratings upgrade comes at a pivotal time for Australian income investors after the Australian Prudential Regulation Authority’s (APRA) decision to phase out Additional Tier 1 (AT1) bank hybrids, prompting many investors to reconsider how they generate reliable income from their portfolios.

In its latest reports, Zenith said its conviction in both Schroders strategies had strengthened, describing them as “highly attractive” options in the Australian corporate debt sector.

Further, the strategies benefit from Schroders’ well-defined top-down investment framework, complemented by rigorous bottom-up security selection, enabling the team to identify opportunities across investment-grade corporate credit while actively managing portfolio risk.

Zenith: “With a long-term track record of managing domestic credit portfolios, Zenith considers the Fund to be a highly attractive option in the corporate debt sector and our conviction has strengthened, highlighting Schroders’ well-defined top-down processes and proven ability to manage portfolios through different phases of the cycle.

“In Zenith’s opinion, the top-down framework effectively combines a range of macro inputs with the team’s qualitative insights on the idiosyncrasies of the Australian credit market.”

The ratings reflect Schroders’ long-term track record in domestic credit investing and ability to actively manage portfolios through different phases of the credit cycle.

Zenith also highlighted the strength of Schroders’ portfolio construction process and investment team, identifying Head of Credit Helen Mason’s ability to actively manage portfolios through different phases of the credit cycle as a key competitive advantage.

Mason said the upgraded ratings reflected the team’s consistent investment approach and came at an important time for Australian investors.

“We’re delighted that Zenith has strengthened its conviction in both our wholesale fund and Active ETF. The upgrade reflects the depth of our investment process, the strength of our credit research and our disciplined approach to navigating changing market conditions.

“From an investor perspective, the phase-out of bank hybrids is reshaping Australia’s income investing landscape. Investors who have traditionally relied on hybrids are now looking for high-quality alternatives that can continue to deliver attractive income while managing risk.

“We believe actively managed investment-grade credit is well placed to meet that need through diversified exposure across corporate issuers and active portfolio management,” she added.

The upgraded ratings apply to:

• Schroder Australian High Yielding Credit Fund (Wholesale Class) (APIR: SCH0778AU)
• Schroder Australian High Yielding Credit Fund – Active ETF (Cboe: HIGH)

Both strategies seek to outperform the RBA Cash Rate by 2.5 per cent to 3.0 per cent, per annum (before fees) over rolling three-year periods while providing regular monthly income through investment in predominantly Australian investment-grade corporate credit.

The post Zenith upgrades Schroders’ High Yielding Credit strategies as investors seek alternatives to bank hybrids appeared first on AdviserVoice.

Chris Cuffe

The Third Link Growth Fund has retained its ‘Recommended’ rating from Zenith Investment Partners, marking another year of independent recognition for the Fund’s distinctive combination of active investment management and charitable impact.

The rating reflects Zenith’s continued confidence in the Fund’s long-term investment philosophy, experienced leadership and unique structure, which enables investors to build wealth while supporting Australian charities.

Established in 2008 by Chris Cuffe AO, the Third Link Growth Fund provides investors with access to a carefully selected portfolio of leading Australian active equity managers through a diversified multi-manager approach.

Since inception, the Fund has delivered a net return of 9.09% a year[1] – while donating $25 million to Australian charities. Through its unique structure, the Fund donates 1% of funds under management annually, enabling investors to achieve attractive long-term investment returns while creating a lasting social impact.

Zenith highlighted several key strengths of the Fund, including:

• its differentiated active multi-manager investment approach,
• the calibre and experience of founder and Portfolio Manager Chris Cuffe,
• the underlying managers’ unique rebate of management and performance fees, enhancing long-term investor outcomes, and
• the Fund’s embedded charitable purpose, making it an attractive option for socially conscious investors.

Chris Cuffe, Founder and Portfolio Manager of the Third Link Growth Fund, said the renewed rating recognises the enduring strength of the Fund’s philosophy.

“We’re delighted that Zenith has maintained its Recommended rating. It reinforces our belief that investors shouldn’t have to choose between achieving attractive long-term investment outcomes and making a positive difference in the community.”

“The Third Link Growth Fund was established with a simple idea: bring together some of Australia’s best active fund managers in a single portfolio and use investing as a force for good. Nearly two decades later, that philosophy remains as relevant as ever.”

The Fund’s investment process focuses on identifying high-quality boutique investment managers with demonstrated skill in stock selection across Australian equities. By combining complementary investment styles and actively managing allocations, the Fund seeks to deliver attractive long-term returns while benefiting from broad diversification.

In 2025, the Fund further strengthened its governance through the establishment of an independent Investment Committee, chaired by Chris Cuffe and joined by respected industry leaders Jason Coggins and David Wright. Zenith noted the establishment of the committee positively, recognising the additional oversight it provides across portfolio construction, manager selection and investment governance.

Nina Dunn, Head of Distribution and Marketing for Third Link Investment Managers, said the rating reflected the collaborative efforts of everyone involved with the Fund.

“This recognition reflects the generosity of our outstanding underlying fund managers, who rebate their management and performance fees to help maximise our charitable impact. It’s a powerful example of the investment industry coming together to deliver strong outcomes for both investors and the community.”

Today, the Third Link Growth Fund manages approximately $140 million on behalf of investors while supporting charities that empower young people, improve employment opportunities for disadvantaged youth, and create lasting systemic impact across Australia.

As active management continues to create opportunities in an increasingly concentrated Australian sharemarket, Third Link remains committed to delivering strong long-term investment outcomes while extending its positive impact across the community.

To learn more about the Third Link Growth Fund, request a copy of the Product Disclosure Statement, or discuss whether the Fund may be suitable for your investment portfolio, please contact Nina Dunn or visit www.thirdlink.com.au.

The post Third Link Growth Fund retains Zenith ‘Recommended’ rating, reinforcing its unique investment and philanthropic model appeared first on AdviserVoice.

Olivier Cassin

bfinance, the award-winning investment consultant, has published new analysis revealing that investment management costs appear to be entering a new downward phase. A near two-decade decline in public market fees is spreading out to private markets in the ‘turbulent twenties’, according to the latest instalment of the consultancy’s Fee and Cost Insight series.

The post Investment management fees enter new downward phase as pricing pressure spreads to private markets, finds bfinance study appeared first on AdviserVoice.

Christina Manonian

Silvercrest Asset Management Group LLC (NASDAQ: SAMG) has announced that its Global Value Opportunity Fund has received a ‘Recommended’ rating from Lonsec, one of Australia’s most respected and widely referenced investment research firms. The rating was awarded following Lonsec’s inaugural review of the Fund.

The report states that the Fund “benefits from a seasoned and stable investment team led by Portfolio Manager Rehan Chaudhri, who has over 31 years of experience in global equities investing.” Furthermore, “the approach is disciplined and supported by strong research capabilities, employing a balanced strategy that spans the value spectrum.”

“Receiving a ‘Recommended’ rating from Lonsec in our inaugural review is a meaningful validation of the investment philosophy, process and track record our team has built,” said Christina Manonian, Head of Asia Pacific Consultant Relations & Business Development at Silvercrest Asset Management Group. “Australia represents an important and growing market for Silvercrest, and this rating is a critical step in our ability to serve institutional and wealth clients. We look forward to building on this recognition as we deepen our presence in the region.”

The Silvercrest Global Value Opportunity Fund, launched earlier this year, applies a disciplined, research-intensive approach to identifying attractively valued companies across the global equity universe. The strategy spans the value spectrum and is managed by a dedicated team with deep experience in global equity analysis and portfolio construction.

“This rating reflects the rigour and consistency with which our team approaches global equity investing,” said Rehan Chaudhri, Portfolio Manager of the Fund. “We appreciate the thoroughness of Lonsec’s review process and are pleased that our investment philosophy and team capabilities were recognised. We see significant opportunity in the Australian market and are committed to delivering strong, risk-adjusted returns for our clients there.”

Silvercrest offers a suite of equity strategies to institutional investors around the world and provides traditional and alternative investment advisory and family office services to wealthy families. The firm’s Global Value Opportunity strategy is part of its broader suite of equity capabilities offered to clients globally.

The post Silvercrest asset management’s global value opportunity fund receives a ‘recommended’ rating from Lonsec appeared first on AdviserVoice.