Entrust has a structured approach to developing tailored investment portfolios.
We have a centralised Investment Committee whose role is to review and specify long term and medium term asset allocation strategy, monitor portfolio’s for composition and performance and consider investment managers and investments that are available to our clients.
The process is based on the belief that the primary method to achieve client investment objectives over the long term is by the diversification of the investment portfolio into suitable asset classes.
The Committee is chaired by Mr Phil Rees and is open to all Advisers
Phil has worked in a range of roles focussed on Australian investment markets since 1985. He was the Director of Investments with the Government Employees Superannuation Board in Western Australia for a 6 year period to September 2000. During this period, he oversaw a major restructuring of that entity’s investment portfolio and directly managed funds in Australian equity and fixed interest markets.
Prior to this, Phil was involved in the management of an Australian equity portfolio with Suncorp and in the analysis of equities for a stockbroker focussed on servicing the Australian institutional market. He has also been involved as Chief Investment Officer of a listed pooled development fund and has managed a number of successful venture capital investments.
Phil has a Bachelor of Commerce Degree and is a Chartered Financial Analyst. He is also a Senior Fellow of FINSIA, a Certified Practicing Accountant and a Fellow of the Chartered Institute of Secretaries.
We have engaged the services of leading independent asset consultant, Frontier Advisors. Frontier was founded in 1994 and currently have a staff of around 80 of which some 50 are research and consulting professionals (www.frontieradvisors.com.au). Frontier primarily provides advice to industry super funds and large institutions. As at 30 June 2020 Frontier had funds under advice of approximately $400 billion.
Frontier provides services to the Investment Committee in the form of capital markets research and insights, proprietary tools for portfolio analytics and dynamic asset allocation views. We believe this support allows us to provide our clients with a true market leading service.