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Individually Managed Accounts
Tailored Investment Programmes
Individually managed accounts
allow investors
to tailor their investment decision making and reporting to
their personal needs.
A Growth Area
E.I.M. foresees growing demand for such services as the
Australian financial market matures and investors seek to take greater control
of their investment affairs.
Now More Accessible
Because of the high costs of administering such
funds, individually managed accounts have been the preserve of high net worth individuals with large
portfolios. Technology and the ability to outsource the administration to
business partners with economies of scale mean that E.I.M. can make its managed accounts
more accessible to investors.
The Managed
Accounts Platform
E.I.M. Capital
Managers has chosen to work with
Investment Administration Services Pty Ltd in providing its managed accounts services to investors.
The IAS platform offers:
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up to date technology delivering administration and process control with web access
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comprehensive regular investment reporting
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management of individual tax situations
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a system which can add value in a meaningful
way for clients and their advisers while allowing the investment manager to
concentrate on his core skill - analysis and decision making
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a capacity to integrate with existing
financial planning and reporting systems
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investment choice within a customized
product
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economies of scale in investment processing
and administration by outsourcing tasks to the people best equipped to
handle them
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a cost structure which is comparable to
managed wholesale funds
Cost Effective
IAS offers advisers and their
clients an innovative and highly cost effective way to access managed accounts. Individual investors can gain access to E.I.M.'s investment
processes and people through their existing advisers.
Consult an
Adviser
E.I.M. does not provide individual financial advice.
You should consult your personal financial adviser about the suitability of
individually managed accounts as a means for you to invest and the choice of
investments.
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