This service is designed to assist advisers develop investment programs. MDA Operator can also facilitate access to externally managed Investment models that can be licensed by advisers for use by their clients.
MDA Operator can also assist licensees with the set up and ongoing governance of the Licensee’s Investment Committee and Investment Policies. MDA Operator does not offer research as a service. Our Investment advisory approach is around the portfolio construction and risk management processes to assist an adviser to manage the downside risk of client portfolios through:
Protection overlays; and
Tactical asset and security tilts.
MDA Operator provides the flexibility to construct an Investment Program from top down (using investment building blocks of security, models and products) and bottom up from current or specific holdings.