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Our expertise in your clients’ portfolios

The JBWere Investment Strategy Group’s provision of world-class research and insights is the core of our SMA offering. Our portfolio management team has considerable knowledge and experience in researching investment opportunities and managing high conviction SMA portfolios.

The JBWere Investment Strategy Group’s provision of quality research and insights is the core of the JBWere SMA offering. The team has substantial experience in researching investment opportunities and managing high conviction SMA portfolios.

 

Our team of investment strategy experts accesses a wide range of research views and then provides its own ‘proprietary overlay’ and investment solutions. This enables the team to have substantial confidence in responding to market developments. Our team also uses a variety of company and industry databases and insights from company management meetings to enhance the portfolio construction process and ensure competitive returns.

 

JBWere’s SMA portfolios adhere to a rigorous and disciplined compliance and governance process under the NAB Wealth framework to deliver on the portfolios’ objectives.