What is it about?

A portfolio investment is a hands-off or passive investment of securities in a portfolio, and it is made with the expectation of earning a return. This expected return is directly correlated with the investment’s expected risk. Portfolio investment is distinct from direct investment, which involves taking a sizable stake in a target company and possibly being involved with its day-to-day management.

PPWM Wealth has a Portfolio Management approach that represents the next step in the delivery of professional financial advice in Australia.

This approach combines a robust investment philosophy and framework, expert research and investment resources coupled with strong supporting technology and systems. This approach amounts to the application of an institutional grade investment practice, customised to the individual requirements of clients and their portfolios.

Measures in place to optimise performance and deliver value include:

  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Diversification
  • Rebalancing
  • Active Management
  • Risk Tolerance, Age and Time Horizon
  • Best Execution

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