Beulah Capital, Ibbotson and Morningstar
The Specialist Investment Managers responsible for researching and implementing the decisions under each Investment Portfolio are appointed by Fintech, following due diligence and approval by the Fintech Investment Committee. This gives Fintech control over the final decisions on your behalf in accordance with the investments aligned to your risk profile and asset allocation.
The Specialist Investment Managers research and recommend the specific underlying investments in the Fintech Private Portfolios. This includes the target weighting of those investments, changes to those investments and responses to corporate actions arising from the investments.
We have mandated Beulah Capital Partners, in conjunction with Ibbotson Associates (leading provider of asset allocation, manager selection and portfolio construction), and research house Morningstar, to manage the Growth assets in the Fintech Private Portfolios. These managers operate within the guidelines of the Fintech Private Portfolios Investment Management Committee and Charter to take advantage of specific opportunities in Australian Shares, Global and Emerging Market ETFs (Exchange Traded Funds) and Property ETFs.
