SQM Research Media Release 30 September 2024

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Managed Accounts Returns Data All Critical

SQM Research commences collation of SMA model returns

Responding to specific requests from key industry participants, SQM Research will now be collecting and collating investment return and portfolio allocation data covering managed account portfolio offerings to Australian investors.

From today, SQM will be sending out monthly data surveys to managed account managers. These data surveys will in turn be used to collate performance comparison tables and eventually relevant benchmarks for the sector to adopt.

Louis Christopher, Managing Director of SQM Research said:

“Returns data within the Australian managed accounts sector is currently difficult to obtain and verify, let alone conduct proper performance comparisons on. In my opinion, the lack of data remains one of the weaknesses in this sector which I believe will eventually inhibit sector growth if it were to persist over the medium term.

“We also understand that industry regulators are growing impatient with the lack of transparent and comparable managed account returns. Hence why we believe it’s important the industry acts now by offering better performance information in this sector.

“Given our position of rating a broad range of multi asset SMA solutions, we have been contacted by key industry participants to kick off this initiative. I think from a ratings perspective as well, it is important SQM receive more frequent performance updates to ensure we meet our own AFSL obligations when monitoring rated managed accounts.

“In being upfront, I am unsure how much real cooperation we will receive in this endeavour. But I do know the best way to maximise cooperation is to give back to the industry. And that’s why, once we are confident of data accuracy, we will be publishing readily accessible comparison returns in partnership with key industry media outlets and managed accounts associations. If all goes well, we will be publishing the first set of comparable returns prior to the end of 2024.”

For further information or to receive a data survey
please contact:

Matt Hattersley
Head of Dealer Group Engagement - SQM Research
Tel: (02) 9220 4602
Email matthew@sqmresearch.com.au

About SQM Research
SQM Research is an investment research house which specialises in providing accurate investment research data, fund ratings and market insights to financial institutions and investment professionals.

For more information, please visit www.sqmresearch.com.au

Disclaimer
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure sta licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment.

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