Managed Accounts

Thesan Asset Management offers Financial Advisers customised Separately Managed Accounts (SMAs) as efficient investment vehicles to service their clients’ objectives. SMAs are available on a range of platforms to meet adviser needs.

Advisers can utilise multiple SMA structures to realise objectives on behalf of clients.  Asset allocations can be adjusted according to changes in the investment strategy or security selection criteria without creating an extensive administrative burden for the adviser or the client.

Financial Advisers can focus on client engagement knowing that market movements and investment opportunities are being captured seamlessly and efficiently.

Thesan Asset Management, acting as the Investment Manager, constructs SMAs according to Strategic Asset Allocation processes outlined within Morningstar Direct and tilts allocations and security selection pursuant to internal Investment Committee views.


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