Private Portfolio Managers (PPM) has successfully offered Global equity growth Individually Managed Account (IMA) portfolios for clients since 2007 and now in recognising the limited options advisers and their clients have to access an actively managed global shares, has launched the PPM Global Growth Model on Powerwrap as an SMA in both investment and superannuation options.

The PPM Global Growth Model is a concentrated portfolio of 20 to 25 global stocks in developed markets – principally the US, Europe and UK. Investment opportunities are selected using PPMs stock selection approach which uses three core concepts to identify financially strong, strategically superior and high return versus cost investments. PPM uses a ‘bottom up’ process and has a long term approach as indicated by the low portfolio turnover.

Hugh MacNally, CEO and Founder of PPM, sees the PPM Global Growth SMA model as an ideal solution for financial advisers who themselves do not have the capacity to access global markets and whose clients want access to the advantages of direct equity exposure (transparency, lack of pooled tax consequences and low cost). PPM saw the Powerwrap Smartwrap platform, with its stockbroking and execution for Australia and Global markets, as a compelling partner for launching their first global SMA.

PPM will be one of only two global SMAs on the Powerwrap approved product list. Richard Carr, Head of Distribution at Powerwrap, is very supportive of the PPM launch commenting that “Advisers have been frustrated with limited direct global investment options and see global markets as key to gaining portfolio diversification.”

PPM’s SMAs enable clients to access their highly experienced team of investment managers, in-depth proprietary research and a proven track record of over 20 years of successful management in equities investment solutions.

PPM seek to provide superior returns through their disciplined bottom up approach that does not listen to market sentiment but adheres to fundamental measures of value and risk.

The post PPM launches Global Growth Separately Managed Account (SMA) appeared first on AdviserVoice.

The not for profit foundation launch The Australian Charity Storybook and website.

New foundation announces the selected charities for inaugural edition of The Australian Charity Storybook to connect charities with corporate and individual givers.

A new not for profit foundation launched The Australian Charity Storybook and website – an innovative new resource designed to build stronger emotional connections between Australians who want to give and the charities that need their support.

The Not-For-Profit Foundation is the brainchild of long established fund manager Private Portfolio Managers (PPM), and has been established with the support of several other corporate partners.

Tonight The Not-For-Profit Foundation partners will host a launch event for more than 140 representatives of charities, philanthropists, government, individuals and corporate foundations – many of whom have flown from across Australia to attend.

Research conducted by The Not-For-Profit Foundation showed the majority of Australians (53 per cent) make donations based on emotional connections, rather than level of trust or efficiency of the charity organisation.

The new website and hard copy Australian Charity Storybook aims to drive generosity by building greater awareness and a stronger emotional connection through publishing inspiring real life success stories of individuals whose lives have been impacted by the 30 charities selected. These emotional stories are real life case studies of the work being done by Australia’s charitable sector and illustrate how important our non-profit sector is to Australian society and culture.

Kris Vogelsong, Not–for-Profit Foundation General Manager and PPM Head of Corporate Development, said the venture aimed to showcase the remarkable work of Australia’s many and varied charities, and help to build the emotional bridge with philanthropists, government and the mainstream giving public.

“While the efficiency of a charity was important to many Australians, the defining factor for giving was how passionate they felt about the cause.  The stories in The Australian Charity Storybook have been a personal inspiration to us, we hope they will have the same effect to encourage others to support the not-for-profit sector,” Mr Vogelsong said.

Drivers and roadblocks to giving

The foundation conducted research across more than 1300 Australians, drawn from a wide range of industry sectors, to identify how individuals select a charity as well as barriers to giving.

One in five respondents said clear availability of information was the key criteria in selecting a charity to make a donation, while only 8 per cent said current events was the deciding factor when drawing up a shortlist of charities.

The research also found that key barriers to giving were lack of transparent and clear information about a charity’s purposes, perceived inefficiencies and over-intrusive collection methods.

The Australian Charity Storybook is available online through The Not-For-Profit Foundation website www.nfpfoundation.org.au and will also be distributed at key touch points nationally.

The charitable organisations featured in the inaugural edition of The Australian Charity Storybook are: Australian Diabetes Council, BBM Youth Support, Bear Cottage – The Children’s Hospital at Westmead, The Benevolent Society, Byron Community Centre, Camp Quality, Can Assist, The Creche And Kindergarten Association, Cure Cancer Australia, David Wirrpanda Foundation, The Evolve Foundation, Fitted For Work, Foresters Community Finance, FRANS, Girl Guides NSW & ACT, The Homeless Persons’ Legal Clinic, Indigenous Marathon Project, Mission Australia – Cafe One On Wickham, Mittagundi Outdoor Education Centre, NADO, Opportunity International Australia, ParaQuad, The Prince Charles Hospital Foundation, Refugee Advice and Casework Service, Royal Far West, Second Chance Toys, The Sydney Story Factory, The Shepherd Centre, The Wesley Research Institute, YWCA NSW.

The post Real life stories drive Australians to give more appeared first on AdviserVoice.