The Association of Real Return Investment Advisers (ARRIA) launched the Pengana Portfolio Optimisation tool as the first system available to its members. This tool is designed to assist advisers in constructing and reviewing client portfolios.
“We are pleased to be able to provide this optimisation tool, developed by Pengana, for the exclusive distribution to ARRIA Members. Such a tool is an important step in assisting advisers to analyse portfolios in more detail and to therefore develop portfolios that are more efficient from a risk/return perspective, and can deliver real returns to their clients through different market conditions,” said Rebecca Jacques, General Manager, ARRIA.
In addition, ARRIA recently hosted a successful series of its inaugural ‘Meet the Manager Due Diligence Forums’ which saw investment managers, Aurora, Alan Gray and Blue Sky talk in depth about how their funds add value to a portfolio in a real return sense. The Forum also provides valuable insights into Manager due diligence through the addition of independent asset consultants who question and analyse the Managers’ presentations as part of an interactive and informative program.
“The importance of correlations and understanding whether a fund is actually a ‘real return’ fund was clearly highlighted by our managers and asset consultants and illustrates the difficulty in being able to truly assess a fund and its impact within a real return portfolio solution.
“Such forums assist advisers in understanding the type of analysis and in-depth scrutiny that it needed to build portfolios which have the ability to deliver real return outcomes for their clients,” said Ms Jacques.
Rebecca Jacques
General Manager
ARRIA