Are you finding it challenging to stay on top of your investments while juggling other priorities? Do you believe your portfolio could benefit from professional management? If these concerns resonate with you, our managed premium or managed exclusive offerings may provide an ideal solution.
With our discretionary mandates, Global Index Holdings offers dedicated professionals who oversee your portfolio according to agreed-upon investment objectives, risk tolerance, guidelines, and a disciplined approach. Our comprehensive range of mandates covers major asset classes and investment styles.
How It Works
Firstly, you discuss your personal and financial situation, objectives, requirements, and risk appetite with us. Based on our extensive portfolio engineering capabilities, we provide objective advice on suitable investment strategies aligned with your profile and goals.
Once you've selected a strategy, Global Index Holdings assumes responsibility for managing your assets and executing investment decisions on your behalf. We continuously monitor your portfolio and conduct regular reviews to ensure it remains aligned with your chosen strategy, which you can adjust as needed. Regular performance reports keep you informed of your portfolio's progress.
The specific products and services available depend on the client's location and the legal entity of Global Index Holdings.
By opting for a discretionary mandate with Global Index Holdings, you entrust your financial well-being to a team committed to delivering tailored investment solutions and peace of mind.
Certain products and services of the Global Index Holdings Pty Ltd are not accessible to residents and/or nationals of certain countries. Website users are therefore asked to consult the Terms of Use applicable to this website and to contact their nearest Global Index Holdings Pty Ltd entity ("Locations") for information on products and services available in their country.