Exchange-traded fund specialist research house AltaVista has upgraded its suite of ETF-only strategic asset allocation model portfolios.
The SAA Model Portfolio menu is now delivered via two product streams which address a wider range of client investment needs and type profiles.
“Perhaps unlike other ETF Model Portfolio offerings, we specifically cater for differing investable amounts, client risk / age profiles and adviser implementation options in an ‘all in one’ suite of 18 models,” AltaVista Research head of research and corporate development Michael Turner said.
“Each product stream delivers an array of pure equity exposure, equity income and diversified portfolios with nominated minimum suggested investment amounts,” Mr Turner said.
AltaVista has seen demand from advisers seeking to develop their businesses and target a larger client type pool.
“The SAA models are designed across the client type matrix and structured to suit $20,000, $50,000 and $100,000-plus allocations,” he said.
After Labor has secured a somewhat surprising landslide win in the federal election, the FSC CEO said this will now be a ...
Platform executives are pushing for more advice revenue to be invested in advice tech capabilities, labelling the ...
The licensee said around 80 per cent of eligible Brighter Super members have confirmed they will transition their advice ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin