Once you have chosen an Investment Program, the Portfolio Management Team will invest in fixed income assets according to the program’s mandate and replicate its model portfolio. The Portfolio Management Team will rebalance your holdings in response to changes in markets and investment opportunities.
As a Managed Income Portfolio Service client, you receive:
- Regular income payments (coupons) either reinvested or paid into your nominated account.
- The opportunity to subscribe to multiple Investment Programs.
- The option to transfer approved assets ‘in-specie’ into your Managed Income Portfolio Service account.
- Full transparency, with 24/7 online access to your portfolio’s performance, valuations, transactions and income.
- Monthly and annual statements of portfolio accounts, and a quarterly economic and fixed income market commentary from the Portfolio Management Team.
- Invitation to regular presentations by the Portfolio Management Team in each state office.
- Custodial services.
- Compliance monitoring, supervisory oversight and independent audit by KPMG.