Briefcase brings Multi-Asset ETF portfolios to retail investors through Praemium

As Australia’s first Direct Indexing platform, Briefcase is empowering advisers to build sophisticated, customised, tax-efficient portfolios tailored to their clients' unique circumstances.  

In the latest news from us, we’ve partnered with Praemium to launch five new multi-asset Separately Managed Accounts (SMA) for retail investors.  

This collaboration brings institutional-grade investment strategies to the retail market for the first time, offering low-cost, highly efficient portfolios designed for various risk profiles.  

Built using best-of-breed ASX-listed ETFs, Briefcase’s advanced portfolio construction technology ensures that financial advisers and family offices can now access sophisticated investment management solutions, once reserved only for institutions.  

Founder and CEO Josh Persky shared: “These innovative portfolios are tailored to meet the increasing demand from advisers seeking transparent, cost-efficient strategies that deliver better outcomes for investors.”