Wealth and Investment Management Solutions

Portfolio Construction with Capital Protection at the forefront

Genesis often plays a major role in the construction and management of our client’s investments and superannuation portfolios. Our portfolio management services cater to all your needs and tax structures – SMSF, retail super, Family Trust, Companies and individual entities.

At the forefront of our client portfolio construction process is the philosophy that “capital protection is paramount when investing client monies”.  We have a rigorous investment approach which focuses on:

  • The selection of quality financial products;
  • Diversification and asset allocation as a driver of performance returns;
  • Investing appropriately for individual client’s risk profiles and investment needs; and
  • Moderate tactical asset allocation changes as dictated by economic circumstances.

We consider the following asset classes when constructing your portfolio:

  • Unlisted Wholesale Managed Funds
  • Unlisted Retail Managed Funds
  • ASX Listed Securities
  • Stapled Securities
  • Term Deposits & Cash
  • Separately Managed Accounts (SMAs)
  • Direct Property
  • Property Syndicates

When constructing client portfolios, we consult with, and are guided by, the Madison Investment Committee.  They assist us in analysing an existing client portfolios, taking on board the current micro and macro-economic environment and guiding our decision making when a client has new cash monies that have never been invested in the market before.  Timing and time in the market are all considerations given to our client portfolio management.

Who are the members of the Madison Investment Committee?

The Madison Investment Committee (MIC) is made up of experienced and highly regarded external consultants, along with representatives from leading Financial Planning Practices within our licensee network. The external consultants are currently James Purvis and Tim Farrelly.

The role of the MIC is to provide asset allocation and tactical investment advice to Genesis and their clients, as well as vetting financial products for inclusion on the Madison Approved List.

James Purvis has over 35 years’ industry experience in senior investment, management and actuarial roles and was co-founder of Purvis van Eyk research (now van Eyk).

Tim Farrelly is a Visiting Fellow at the School of Finance and Economics at the University of Technology Sydney, and is on the Editorial Board of the Journal of Portfolio Construction. Previously, he was an Executive Director of Macquarie Bank Ltd and Director of Macquarie Investment Management Ltd (MIML).

To discuss your needs and how we can work together

Contact us