The Cameron Harrison Dynamic Index Strategies are designed to provide clients with the experience and expertise of Cameron Harrison’s Partners over 40 years management of multi asset class strategies, achieved with an efficient, actively managed portfolio of Exchange Traded Funds (ETFs) and selected managed funds.

• Access to professionally constructed strategies across Australian and global equities, interest income markets and listed real estate.

• Investment in exchange traded funds (ETFs) and selected managed funds which are best in class, highly cost effective, efficient, liquid and transparent.

• Strategies are dynamically managed to reflect Cameron Harrison’s economic and financial strategy assessment and positioning.

• Proven and long-term management experience of Cameron Harrison’s Partners which extends more than 40 years.

• Overall simplicity, expert management and competitive management costs

Cameron Harrison offers four Dynamic Index Strategies of differing levels of risk, which allows investors to select the risk profile be appropriate for them.

Access to these strategies is available exclusively to current and prospective clients of Cameron Harrison. As with all Cameron Harrison investment strategies, you will securely own all the investments directly through an independent custodian. The benefit is a central holding of your wealth, which facilitates administration, reporting and compliance.

Feel reassured about receiving timely and relevant information. Daily portfolio valuations, quarterly strategy and optional ongoing review service incorporating annual performance reporting, give our clients confidence in their steering team. Carefully monitoring progress, your watchful Partner-led team is a blend of experts with a unique collection of skills and experience.

A multi-asset class strategy permits you to invest in a mixture of asset classes to achieve a diversified exposure of risk characteristics which accords with your investment goals.

Key benefits:

Optimal Risk

Efficiently balance portfolio risk to meet the stated risk appetite of long-term investors. Research shows effective asset allocation to be the single largest determinant of achieving a given investment outcome with lower volatility.

Diversification

Gain exposure to a broad range of investments across different asset classes and securities within each asset class to reduce concentration (single exposure) risk.

Dynamic Management

Provides for strategic management of asset classes based on changing economic and financial market cycles.

Efficiency

A cost-efficient means to achieve optimal risk diversification of investments and economic cycle.

Stability for Planning

Varying degrees of correlation between asset classes can provide greater consistency of returns, providing investors with reliable revenue streams to fund lifestyle, operations, research and scholarships

Market Risk in Rising Markets

Depending on the multi-asset strategy selected, a lower allocation to market risk when markets are significantly rising may give rise to underperformance (had more risk been undertaken). This represents the trade-off between downside protection (lower market risk) and upside participation (higher market risk).

Incorrect Risk Allocation to Specific Objectives

If the investor incorrectly selects a risk strategy which does not accord with their long-term return objectives and needs, then a mismatch may result. This could see either an over- or undershooting of targeted returns over the long run.

To start your wealth journey with Cameron Harrison, we invite you to contact us to organise an obligation-free meeting