BT Panorama adds to SMA suite

BT’s Managed Portfolios available through the BT Panorama platform have expanded with the addition of the newly launched Schroder Concentrated Australian Equity Portfolio.

Co-managed by Adam Alexander and Ben Chan, the portfolio provides an actively managed concentrated set of 18 to 26 investments in Australian shares, with the goal to outperform the S&P/ASX 200 Total Return Index over the medium to long term.

“Schroders’ 11-strong Australian equity team is one of the largest and most experienced in the Australian market,” Alexander said.

“The size and scale of the team allows for waterfront stock coverage across the ASX 200 and into the ASX 300 without having to compromise on breadth or depth.”

“Stocks are valued using the Schroders investment process, which helps to avoid confirmation bias,” Chan said.

“The team of portfolio managers also have the advantage of being able to draw on the insights of Schroders’ worldwide investment team, as well as a collection of proprietary investment tools that provide us with a competitive edge.”

The release of Schroders’ product also coincides with last week’s announcement of Activam Group’s managed account on BT Panorama.

Head of Client Group at Schroders Australia, Ray Macken, said the demand for SMAs from advisers and their clients has exponentially grown.

“Investors receive the benefits of direct share ownership, but with the important added advantage that the stocks are selected by an investment process that has been honed over 25 years’ experience of managing Australian equities,” he said.

“The result is transparency and flexibility for clients, who can see what selected stocks they hold, but with none of the administrative and compliance burdens associated with managing direct shares for advisers.”

“Schroders’ new SMA is a welcome addition to the platform,” Zac Leman, Head of Managed Accounts at BT, said.

“It will appeal to a broad range of advisers and their clients who are seeking an Australian equities solution that offers transparent portfolio management, efficient rebalancing, and swift execution of transactions.”