With our fingers on the pulse of the market, we shape appropriate investment strategies for our clients.
As well as partnerships with fund managers, we work with your TWD Advisory team to apply our insights and tailor investments specific to your circumstances.
Building portfolios with confidence
Underpinning our investment advice is a disciplined, process-driven approach to investing, plus rigorous research backed by our expert Investment Committee. With our fingers on the pulse of the market, we shape appropriate investment strategies for our clients.
As well as partnerships with fund managers, we work with your TWD Advisory team to apply our insights and tailor investments specific to your circumstances.
Understanding your investments
TWD Invest construct portfolios that are diversified across a range of asset classes and aligned with each client’s unique risk profile.
We will review your portfolio regularly and work with your TWD Advisory team to apply our insights and tailor investment strategies and recommendations specifically to your needs.
The simplicity of MA Operator
TWD Invest employs cutting-edge portfolio management systems that integrate your holdings across multiple platforms to manage your portfolios with ease.
We offer a dynamic interface for online reporting and performance monitoring, which is especially useful come June 30, with efficient portfolio tax reporting. The client portal allows easy access and complete transparency regarding your portfolio.
Quantitative-meets-qualitative research
We carry out in-depth research and due diligence on each investment to ensure it meets strict qualitative and quantitative criteria before being included on our Approved Product List
Our rigorous due diligence process includes external research, top-down and bottom-up analysis of direct equities and an overview of the forever changing market and economic landscape.
Investments that meet our initial assessment criteria are then referred to the Investment Committee for a final determination on whether they will be included on TWD’s Approved Product List and to determine an appropriate allocation within clients’ portfolios.
Strategic asset allocation (SAA) is the process of setting and maintaining the long-term structure of the portfolio. It reflects expectations about assets over the long term and is designed to reflect long-term objectives and appetite for risk.
Tactical asset allocation (TAA) refers to short-term changes to asset allocation to take advantage of short-term views of the markets.
Dynamic asset allocation (DAA) recognises markets will constantly move around what is considered ‘fair value’. It provides flexibility to alter the asset mix to take advantage of opportunities as they arise or to preserve capital when markets fall.
Vetted investment opportunities
Explore investment opportunities from industry leaders, startups and IPOs – as collated by Share Equity. Before any prospectus is offered to a TWD Invest client, it must first undergo a rigorous risk assessment and vetting by our Investment Committee.
Prospectuses undergo bottom-up analysis and external research, with the IC identifying the expected timeline on ROI, as well as potential risks and rewards when market conditions change.
Most Trusted Advisers
Certainty Advice Group
Certified Financial Planner
Self-managed Super Fund Specialist Advisor
Chartered Accountant
We explore your desired outcomes, going beyond the concept of ‘more wealth’, to understand your true risk and return objectives. These findings will be captured in an investment strategy that will govern how we manage your portfolio.
With a strategy in place to help achieve what is most important to you, your TWD Adviser will work with our investment team to provide investment recommendations and oversee their implementation and administration.
Portfolios are reviewed and rebalanced on a regular basis as part of our ongoing advisory service. We will review your portfolio’s performance and position throughout the year and provide recommendations that are founded on the Investment Committee’s economic outlook as well as your specific circumstances to ensure your portfolio is positioned appropriately for current and anticipated market conditions.
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