Enhanced Portfolio Implementation

Enhanced Portfolio Implementation: Improving operational efficiency and maximising alpha preservation

Enhanced Portfolio Implementation offers a streamlined, efficient approach to multi-manager equity portfolios. It reduces operational costs, preserves alpha, and enhances portfolio flexibility by centralising execution and customising manager insights.

While many Australian institutional investors already leverage a manager-of-managers approach, operational inefficiencies such as redundant trading and fragmented custody structures continue to erode returns. Our latest white paper on Enhanced Portfolio Implementation (EPI) reveals how your current separate account model may still be costing your fund in both performance and control.

EPI takes the manager-of-managers model further by centralising execution and trading in a single custody account. This eliminates redundant trades, reducing turnover by up to 35%, and provides enhanced transparency and flexibility. With EPI, asset owners can streamline portfolio management, implement custom strategies like ESG overlays, and benefit from reduced operational burdens—all while preserving alpha and potentially lowering management fees.

Explore the potential benefits in our full white paper and discover how EPI can redefine your fund’s investment strategy.

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