At Pacific Private Asset Management, we believe transparency and continuous improvement are cornerstones of our investment process. On July 11, our Investment Committee convened to review business progress, fine-tune model portfolio implementation, and align on priorities for the months ahead.
🔍 Key Themes from the Meeting
1. High Conviction Focus
We’re doubling down on the development of our High Conviction List (HCL) – a curated shortlist of our most trusted investment managers and strategies. Over the next six months, our investment team will prioritise deep due diligence on these managers to ensure portfolio construction is anchored in quality and confidence.
2. Strengthening Client Experience
We’re transitioning from the Premium platform to Dash by the end of July. This move enhances user experience for investors while giving our advisors more flexibility. Meanwhile, our integration of Xero with Fin365 is improving internal reporting and efficiency.
3. Next-Gen Portfolio Reporting
We’re on track to launch “Gen 1” of our model portfolio performance tracking system in early 2024. This will allow clients to better monitor performance and attribution, aligning with our transparency-first philosophy.
4. New Communication Series: Pacific Navigator
We’re launching a new monthly publication – Pacific Navigator – delivering concise, thematic insights to keep investors informed about macro trends, asset allocation ideas, and emerging opportunities.
5. Scaling with Quality
With a major opportunity to onboard 500+ client accounts through an accounting firm partnership, we are focused on scaling while maintaining our high standards of personalised service.
🧩 Other Developments
Equity Participation: We’re working with legal and capital partners to provide our CARs (Corporate Authorised Representatives) the opportunity to participate in future business equity upside.
Operational Leadership: Day-to-day admin responsibilities are being shifted to free up senior team members for client-facing, revenue-generating activities.
Compliance Enhancements: Our team is drafting a new investment governance framework and updating our general advice policy, ensuring we remain ahead of regulatory expectations.
📅 What’s Next?
– First version of the investment governance policy due next month
– Expanded performance reporting for model portfolios
– Continued buildout of the High Conviction List
– August media feature to enhance brand visibility
We’re proud of the progress made and excited for what lies ahead.
If you’d like to know more about our investment approach or upcoming opportunities, please contact your Pacific representative.
💼 July Investment Committee Insights: Sharpening Strategy, Enhancing Execution
At Pacific Private Asset Management, we believe transparency and continuous improvement are cornerstones of our investment process. On July 11, our Investment Committee convened to review business progress, fine-tune model portfolio implementation, and align on priorities for the months ahead.
🔍 Key Themes from the Meeting
1. High Conviction Focus
We’re doubling down on the development of our High Conviction List (HCL) – a curated shortlist of our most trusted investment managers and strategies. Over the next six months, our investment team will prioritise deep due diligence on these managers to ensure portfolio construction is anchored in quality and confidence.
2. Strengthening Client Experience
We’re transitioning from the Premium platform to Dash by the end of July. This move enhances user experience for investors while giving our advisors more flexibility. Meanwhile, our integration of Xero with Fin365 is improving internal reporting and efficiency.
3. Next-Gen Portfolio Reporting
We’re on track to launch “Gen 1” of our model portfolio performance tracking system in early 2024. This will allow clients to better monitor performance and attribution, aligning with our transparency-first philosophy.
4. New Communication Series: Pacific Navigator
We’re launching a new monthly publication – Pacific Navigator – delivering concise, thematic insights to keep investors informed about macro trends, asset allocation ideas, and emerging opportunities.
🧩 Other Developments
Equity Participation: We’re working with legal and capital partners to provide our CARs (Corporate Authorised Representatives) the opportunity to participate in future business equity upside.
Operational Leadership: Day-to-day admin responsibilities are being shifted to free up senior team members for client-facing, revenue-generating activities.
Compliance Enhancements: Our team is drafting a new investment governance framework and updating our general advice policy, ensuring we remain ahead of regulatory expectations.
📅 What’s Next?
– First version of the investment governance policy due next month
– Expanded performance reporting for model portfolios
– Continued buildout of the High Conviction List
– August media feature to enhance brand visibility
We’re proud of the progress made and excited for what lies ahead.
If you’d like to know more about our investment approach or upcoming opportunities, please contact your Pacific representative.