Managed accounts: Weighing the benefits, risks and regulation

Financial advisers across Australia are increasingly using managed accounts to build and manage investment portfolios for their clients. There are several reasons for this. Many advisers prefer them because they provide an efficient way to give clients access to a range of professionally managed, low-cost model portfolios offered by different fund and asset managers.

For clients, key benefits include directly owning all the underlying securities inside their personal managed account, which ultimately gives them greater portfolio transparency and investment flexibility.

Most importantly, because they generally sit within a professional portfolio management regime, managed accounts can potentially provide greater consistency and discipline in portfolio construction and management than those managed on an ad hoc basis by individual advisers.

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