“Investing is about predicting the future, and the future is inherently unpredictable. Therefore, the only way you can do better is to assess all the facts and truly know what you know and know what you don't know. That's your probability edge.”

Li Lu, American investor and philanthropist.

Investment Management Solutions

Leverage Briefcase’s cutting-edge technology and institutional-grade portfolio expertise to build a highly efficient investment management solution for your advice business.

  • Access a technology-led solution that combines the power of model portfolio technology with personalisation.

  • Ensure clients are always the priority without the conflicts of vertically integrated models.

  • Enjoy the highest levels of portfolio visibility, adviser support, speed and quality in investor reporting.

Providing leading advice practices with professional portfolio management and cutting-edge technology.

For advisory practices seeking an end-to-end investment proposition for their clients, Briefcase provides Investment Management solutions that leverage a powerful combination of institutional-grade portfolio construction expertise and cutting-edge technology. The result is personalised, yet highly efficient client portfolios designed to deliver superior returns after fees and taxes.

Institutional grade expertise

The Briefcase team brings a collective experience of over 60 years in managing more than $50bn in quantitative, multi-asset class portfolios on behalf of investors, working with some of the largest institutional investment houses in global financial centers such as London, New York, and Sydney.

Our investment approach is anchored in that experience, which has been critical in developing our proprietary, rules-based approach to investing. This approach is designed to oversee portfolios that are resilient to the intrinsic uncertainties of asset perform

Cutting-edge technology

Formerly exclusive to institutional investors, Briefcase's proprietary technology now enables advice practices to leverage our advanced portfolio construction capabilities.

Delivered via our secure, cloud-based technology platform, Briefcase provides advisers with the ability to access our portfolio construction expertise at a fraction of the cost of traditional investment management.

Providing for a modern, efficient, and low-cost investment proposition

The result of this combination is an investment proposition that provides the very best for both client and adviser:

  • Highly personalised portfolios designed with the unique needs of every client in mind.

  • Low-cost and tax-efficient portfolio management that ensures the best possible outcomes after fees and taxes.

  • A completely scalable investment proposition that allows advisers to keep operating costs down and support more clients.

Our approach to investing

At Briefcase we believe that today’s investors deserve more. We use cutting edge technology to enable access to advanced portfolio construction capabilities at low cost to deliver the best possible investor outcomes.

Rethinking the traditional approach to asset allocation

The majority of asset allocation work performed today is based upon the pioneering work of Nobel Laureate, Harry Markowitz, in the 1950s, known as Mean-Variance Analysis. This approach states that the ‘Optimal Portfolio’ can be determined by finding the combination of assets that delivers the target (average) return with the lowest standard deviation.

Markowitz’s work was groundbreaking and has formed the basis of managing diversified portfolios for decades. However, much has changed in the world since the 1950s, not least in terms of advancements in econometric theory and the computing power available to apply that theory in the real world.

At Briefcase, we apply a proprietary approach to designing and managing portfolios that utilises the latest in quantitative theory and applies it via cutting-edge technology. This results in a rules-based approach to design and oversee portfolios that are resilient to the intrinsic uncertainties of asset performance, ensuring the greatest probability of achieving investment objectives.

Access to quality, diverse sources of return

The quality and selection process for choosing the investments to be included in diversified portfolios can be likened to selecting the ingredients for a gourmet meal - only with the right variety, sourced from the best suppliers, can the meal reach its potential.

At Briefcase, the portfolios we manage are given the best chance to reach their potential by ensuring that we have access to the widest possible selection of quality exposures included in our investible universe.

We do this by ensuring that we have no affiliations with any investment managers or ETF issuers, that we apply a rigorous screening process to selecting individual investments, and that these exposures are only then incorporated into a model portfolio when their inclusion is additive to the Strategic Asset Allocation (SAA).

Focusing on the things that matter

At Briefcase, we believe clients always come first, and this is reflected in the principles we hold to, including:

  • Transparency and liquidity are paramount, so we only utilise investments that are daily priced and liquid.

  • High fees and excessive portfolio turnover negatively affect investment returns over time. We build portfolios using cost-effective ETFs and minimise turnover to maximise client outcomes.

  • We understand that it is the after-tax return in the hands of investors that really matters, so we ensure portfolios remain tax-aware at all times.

  • Speed and quality in client reporting should not be just a nice-to-have - we leverage our technology to deliver reporting on time and on demand.

Find out more.

If you are seeking an Investment Management solution that enables:

  • Institutional-grade investment outcomes.

  • High degrees of personalisation.

  • Timely and quality reporting.

  • The ability to scale as you grow.

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