The paradox of fund manager marketing
Marketing is what brings in the money for a fund manager. Yet it's also arguably a leading cause of underperformance!
January 11, 2021
fglow the best ideas from active professional investors
seamlessly switch between the low fees of passive investing and the performance potential of active stockpicking, all from your existing brokerage account.
compatible platforms
Our service for investors
how it works:
1. set up your shareminder mini-fund
Create shareminder mini-fund within your existing brokerage account.
Populate the shareminder fund with our menu of passive ASX-listed funds & blue chip shares.
Apply active preferences for your mini-fund, such as: investment timeframe, performance benchmark (absolute vs market) & choice of shareminder manager
2. auto-invest in "best active ideas"
Allow time for shareminder manager to identify suitable shares matching your active preferences.
If and when those shares are found, shareminder will auto-invest on your behalf.
You don't need to do anything as your active preferences were set beforehand.
3. revert to default passive position
Your mini-fund will be monitored by your shareminder manager on a continuing basis.
Manager will sell their shares and revert to your original passive positions when the underlying investment case has concluded.
key features:
only pay active fees when manager outperforms
Most active funds hold at least 20-40 positions and charge sizable base fees.
Now you can invite professional investors to directly manage their best investment ideas on your account, and only charge you active fees when they outperform!
Best ideas only
Automatic "hands free" execution
Real-time performance fee tracking versus agreed benchmark
convenience: be passively invested by default, only switch to active when suitable opportunities arise
You choose the default passive positioning of your shareminder mini-fund - either in passive funds or liquid blue chip shares.
You also set active preferences for what "best ideas" your mini-fund will accept, including:
Number of securities & investment timeframe
Risk/ reward profile
Performance fee benchmark & indicative tax position
Stock inclusions or exclusions based on industry sector or environmental/ social preferences
full-time monitoring
Instead of buying exciting "stock tips" from the pundits and not knowing what to do afterwards, now you can have compelling investment ideas in your shareminder mini-fund monitored by actual professional investors.
Active monitoring
Position exit determined by professional investor
our service for active managers
raise now, invest later
whether you are are a specialist fund manager or full service wealth manager,
our marketplace allows you to leverage your intellectual capital and trusted client relationships to generate additional, diversified value.
opportunistic, provisional client funds, ready to deploy on active conviction ideas at your discretion
1. become a solution provider for trusted clients
You're already delivering strong value for clients through existing fund products. Why not offer them another avenue to leverage your active investing intellectual property?
2. monitor client intentions on an ongoing basis
Collect real-time feedback from your clients on what profile of conviction investments they seek for their portfolios.
3. grow your funds when compelling trades exist
Protect performance of your incumbent fund products by only accepting new capital when compelling ideas arise matching the needs of end clients
Case Studies
the results speak for themselves
self-directed investor (retired)
How we helped a self-directed retiree invest with peace of mind
A retired self-directed investor is targeting defensive returns. How can she use shareminder to invest with peace of mind?
5%
Increase in alpha over index fund
20%
Reduction in time spent worrying about markets
financial advisor
How a financial advisor used shareminder to help her client capture a great growth idea
A financial advisor wants to implement a barbell investment strategy for their client, which requires increased exposure to a high growth sector. How can she do it responsibly?
15%
Increase in alpha over diversified offering from same fund manager
10%
less time spent reviewing portfolio
Testimonials
don't take our word for it, take theirs!
Read testimonals from our investors, fund manager partners & platform partners.
“Pre-authorizing a shareminder manager for the active portion of my client's portfolio delivers on their best interests.
First, investments are only made on a manager's best ideas.
Second, fees are only charged when we achieve investment outperformance over pre-agreed benchmarks.”
Allan
Financial advisor
“My shareminder manager acts as 'full-time watchdog' over a basket of high potential growth stocks which have historically been very volatile and difficult to monitor.”
Jason
Self directed investor
"With the click of a button, our customers activate shareminder on small portions of their brokerage accounts which benefit from opportunistic professional stockpicks."
Sophia Lewis
Online stockbroker
blog
browse our content
Insights from our team on the risks, rewards and everything else to do with conviction investing.
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