Direct Indexing is the fastest growing financial product in the United States*, and it’s now available here in Australia.

* “The Case for Direct Indexing,” Cerulli & Associates, December 2022.

Personalised Direct Indexing

Briefcase is the pioneering provider of Direct Indexing technology to the Australian market, enabling advisers to build highly-personalised portfolios for clients while maintaining efficiency and keeping costs low.

Key benefits for investors include:

  • Full transparency of all portfolio holdings.

  • Flexibility to meet personal preferences.

  • Potential for tax efficiencies.

  • Costs are kept low.

Taking index investing to the next level.

Personalised Direct Indexing from Briefcase is an implemented investment strategy that provides a customisable portfolio of direct shares, professionally optimised and managed to track a widely recognised index.

Unlike traditional index investing through managed funds and exchange-traded funds (ETFs), Personalised Direct Indexing lets investors own individual shares in a portfolio that reflects the characteristics of the index. By removing the constraints of the unit trust, investors can access greater transparency, control and new levels of personalisation.

Bringing true personalisation to index-based investing.

Personalised Direct Indexing delivers index-aware portfolios that can be customised so that they remain consistent with the goals and personal values of the individual investor.

Institutional-Grade Portfolios

Each portfolio is professionally managed by our highly experienced team, leveraging Briefcase’s proprietary technology to optimise and monitor them daily to ensure they remain index-aware.

Highly Personalised

Each portfolio is unique to the individual investor, targeting the selected market exposure with the ability to apply personal values or constraints, exclude individual stocks and/or industry sectors.

Tax-efficient

Investors hold shares directly and turnover is kept low, creating an investing environment where the potential for tax efficiencies can be maximised.

Design unique portfolios in minutes with the Briefcase technology platform

Each custom portfolio can be designed in just a few steps:

  • Select the desired index-based strategy such as Australian or U.S. large companies.

  • Apply ESG filters from an extensive range including fossil fuels, tobacco, alcohol and gambling (among many others).

  • Exclude industries that do not reflect the needs of the individual investor.

  • Exclude specific companies that the investor doesn’t want to own or already has exposure to.

  • Review the portfolio, backtest hypothetical performance, update preferences and track live portfolios daily via the Briefcase technology platform.

Disclaimer: The performance information presented is based upon an out-of-sample backtest and does not represent actual results.  Performance based on end of day holdings using end of day ETF and stock prices inclusive of dividends. Performance is net of Briefcase MER but does not consider transaction costs, taxes and individual circumstances.

This material provides general information only and does not consider your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate, having regard to individual objectives, financial situation, needs and circumstances. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction. Any investment is subject to investment risk, including delays on the payment of withdrawal proceeds and the loss of income or the principal invested. While any forecasts, estimates and opinions in this material are made on a reasonable basis, actual future results and operations may differ materially from the forecasts, estimates and opinions set out in this material. No guarantee as to the repayment of capital or the performance of any product or rate of return referred to in this material is made by Briefcase.

Enabling advisers to deliver true personalisation at scale.

Access the latest in portfolio management technology to provide clients with:

  • Truly personalised portfolios designed for every individual.

  • Delivered with efficiency to enable customisation at scale.

  • Choice of implementation via leading investment and stockbroking platforms.

Contact us at enquiries@briefcase.au or click the button below.