briefcaseThis is an Australian investment platform that provides personalized portfolio solutions for advisors, and you have received a 3.75-star “favorable” rating from SQM Research, its multi-resource ETF ETF model Portfolios – strongly acknowledges the platform’s investment capabilities and approaches.

The first rating applies to the suite of five risk-based portfolios (conservative to high growth) of briefcases, leading platform structures including SMMA, MDA and IMA. Each portfolio is built using ASX listed ETFs, combining the diversification of global asset classes with the systematic REESARCH-LED investment process.

Josh Persky, Founder and CEO briefcaseThe rating represents a briefcase’s commitment to transparency, accuracy and consistency with consultant needs.

“This recognition from SQM validates our approach to empowering portfolio solutions that are scalable, transparent and personal, which provide better results for consultants and EIM clients,” Persky said.

“This rating means that the inclusive Tohese Model Portfolios, which is now considered for the approved product list (APL), is another step to restarting more investment high-quality investment strategies without unnecessary costs or complexity.”

Briefcase Model Portfolio notes in SQM Reports include:

• Investment team’s deep experience in asset allocation, custodial accounts and portfolio construction
• Systematic and disciplined portfolio management process
• Completely transparent approach through issuer response, daily liquidity and unbiased ETF selection
• A well-defined asset allocation framework is in line with an investor risk profile
• Strong governance and compliance framework for all hosted account structures

The model portfolio spans platforms such as praemium, Networkh, BT Panorama, Nabtrade and Bell Direct, aims to give consultants the flexibility to implement diversified, outcome-representative strategies while maintaining transparency and cost control.

For more information or to request a summary of the SQM research report, visit www.briefcase.au.