HELPING YOU GROW YOUR NET WEALTH
HELPING YOU GROW YOUR NET WEALTH
HELPING YOU GROW YOUR NET WEALTH
HELPING YOU GROW YOUR NET WEALTH
ABOUT US
Pro Visionary is an active investment manager in Australian and Global Equities, Credit and Fixed-Income. We focus on identifying quality investments to deliver consistent outperformances.
Our specialist team is directly responsible for the management of $4bn of funds, $2.5bn of which is on behalf of over 650 for-purpose organisations, including philanthropic trusts and charitable foundations.
Proven Investments – and Performance
Our Asset Management team conducts its own research, discussion and peer review which encapsulates other investment themes into an overall stock and portfolio focus. Our quality-focus, medium to long-term timeframes and regard to income are all key attributes of the investment processes that follow from our broader investment philosophy.
We actively manage portfolios in the following asset classes:
- Australian Equities
- International Equities
- Australian Fixed Income
- Mortgage Securities
- Government Bonds
- Corporate Bonds
The Curation of Sustainable Investment Solutions
In recent years, the demand for sustainable investment products has increased dramatically. This has been driven by a variety of regulatory and societal pressures.
Environmental concerns and diversity, equity and inclusion (DEI) issues have become critical topics that are influencing corporate agendas. This means investors now have a wide range of new risks and opportunities to factor into their portfolio allocations.
The increasing significance of environmental, social and governance (ESG) factors means that the next decade may be a transformational period, as these criteria influence and change the world.
Product manufacturers have already responded with the rapid launch or restructuring of a vast range of ESG funds. This acceleration in supply presents investors with an additional challenge: distinguishing between products that genuinely integrate sustainable investing principles, and those that only demonstrate superficial support.
Building sustainable investing policies at a firm level is important. Such policies can provide financial intermediaries with more robust governance frameworks, which can then help them make decisions on sustainable allocations. Flexible investment approaches can bring additional sources of return and help achieve better client outcomes.
Key Considerations
- Establish firm-level sustainable investing beliefs to strengthen governance frameworks and help guide clients into well-designed investment solutions.
- This will help foster strong stewardship practices and realize long-term stakeholder value.
- Take a broad, long-term perspective regarding investment analysis and decisions, and understand the impact of climate analysis and carbon footprints as society transitions to new energy sources. This can help to improve risk management and to identify new investment opportunities.
- Commit to sustainable investment education and training for advisors. This could help them to establish a sustainable investing approach with their clients.
- Research asset classes and strategies that showcase the potential performance-driven benefits of both companies and asset managers that adopt a sustainable investment approach.
- Understand key implementation challenges and work to overcome them, so that you can action portfolio management decisions.