Enfinium's Investment Committee Supports Actively Managed Accounts and Managed Portfolios

March 13, 2010 - PRLog -- Having a professional to actively manage your investment account or portfolio allows you more time to focus on your day to day business activities. An investment manager like Enfinium International will automatically align the managed investments within your portfolio, with the recommendations of Enfinium’s investment committee.
When deciding upon the right firm to manage your portfolio its important to make sure the investment committee regularly meets to evaluate any new investment opportunities which are available in the current market environment. Capital management groups such as Enfinium not only have their own investment committee, but also sit on the investment committee of other investment groups such as hedge funds.  

Active management services such as the one provided by Enfinium allow for your portfolio to be brought inline with a particular strategy currently being implemented by the Enfinium investment team. Furthermore thorough checks are made to make sure the investment strategy is suitable to you, the client.

There are many advantages to choosing a managed account over a managed fund. One major point often overlooked is taxation. In an SMA or individually managed account, your tax position is your own; you do not buy into a pool of exiting tax issues, and you can manage your portfolio to suit your circumstances.

Another often overlooked advantage is franking credits and capital gains are attributable directly to the investor, as opposed to being pooled in a fund and then distributed to all unit holders at a particular point in time.

Furthermore individually managed accounts offer greater transparency and can be tailored to meet the investor’s needs. Unlike managed funds, account access is possible in real time, to view your actual positions.

# # #

Enfinium International is a Sydney-based investment group which specialises in managed accounts and direct market access for many global exchanges. Enfinium has been at the forefront of the development of the Australian SMA sector, both in terms of the availability of its various model portfolios as well as educating advisers and investment groups on various aspects of SMA investment vehicles.