Retail Solutions.

Award-winning cost-efficient managed accounts that deliver transparency and direct ownership of holdings.

Build and run your own managed accounts, keeping some of the responsibilities in-house and leaving the rest to our expert team.

ASX-only solution for capital stability, regular income and low volatility of returns. Learn More >

Newly created SMA with an expanded product universe of retail managed funds and ASX-listed investments. Learn More >

Model Portfolios.

Paper-based portfolios for a DIY approach to direct security selection.

  • Make direct fixed income investing easier, in order to better serve your clients.

  • Reporting will tell you exactly how the portfolios are positioned, when they change, and why, with real-time updates.

  • Building a strong portfolio is one part of investing. Keeping it strong is more important. Our experts analyse for you.

  • View our model portfolio methodology >

Asset Consulting.

Helping you develop investment solutions.

  • Act as your income representative on investment committees.

  • Build a robust cash or income investment policy and governance framework.

  • Let our data analytics, internal index algorithms and research capabilities guide your asset allocation and portfolio structuring.

Wholesale Solutions.

Helping you build and manage tailored portfolios.

  • Instil confidence with clients knowing your portfolios are being managed by experts.

  • Use our extensive data and technology suites to help manage your investments.

  • Take advantage of our relationships with credit salespeople, traders, and bankers; which, we believe, results in better secondary prices and primary allocations.

OUR INVESTMENT APPROACH

A rigorous research driven approach to exploring credit market opportunities and selecting investments.

We source and examine a comprehensive data set for every security to ensure it meets our criteria for risk and return.

Using our extensive credit market experience, we work to identify return potential and risks data might miss.

Forward-looking approach incorporated throughout the process with a focus on capital preservation.

The BondAdviser team have been supporting our corporate bond strategies in a sub-advisory capacity for many years. They provide valuable market, investment & portfolio insights that have contributed to strong performance.

Frank Danieli, Managing Director – Principal Investments & Credit

BondAdviser’s SMA offerings have been an integral part of Innova’s fixed income strategy for many years. Throughout this time, the BondAdviser team has remained passionate, hardworking and a pleasure to deal with. We look forward to growing this relationship over years to come.

Dan Miles, Managing Director
HOW CAN WE HELP?

Contact the BondAdviser team for more details or to get started.

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