SuperEd’s Investment management package builds on the Member engagement platform and Online intra-fund advice modules to offer personal financial advice services.
This means members receive a personalised investment strategy which can be implemented on their behalf, with ongoing management and rebalancing.
SuperEd will construct a personal objective based investment strategy for members, based on the funds existing investment choice offer. We can implement the strategy and deliver ongoing portfolio construction and rebalancing services, focused on achieving each individual’s targets.
The Personal investment management package provides an innovative solution to member investment choice, providing expert investment management capabilities that are both affordable and accessible. And again the experience is seamless, available as a next step through the SuperEd portal and able to integrate with the fund’s existing advice offer.
For more information about SuperEd’s Personal investment management package, please contact us.