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Astute Investment Management

As one of Australia’s leading investment advisers to the ‘for-purpose’ sector, JBWere understands the unique needs and requirements for organisations operating in the sector.

JBWere offers the financial strength, skills and resources of one of Australia’s leading investment houses combined with the strength of world-class partners and the NAB Group.

We provide tailored advice and solutions for each and every client, underpinned by an approach which focuses on your mission and objectives, risk management, asset allocation and fundamental research.

Our Investment Strategy Group (ISG) has developed a framework which covers the tailored needs of ‘for-purpose’ organisations with regard to portfolio construction and asset allocation.

We note three key criteria that we see as of primary importance when considering your asset allocation:

  1. Inflation: To truly offset inflation a range of growth assets are required.
  2. Income: Balance income and capital growth with importance on total return.
  3. Tax: The tax status of most ‘for-purpose’ organisations offers potential for greater income returns compared to most investors

We recognise the different considerations that apply to ‘for-purpose’ organisations and devote considerable thought and resources to finding the most appropriate solutions.