NFP Foundations & Endowments
For NFPs we offer institutional-calibre investment management and support and take a comprehensive approach to developing and implementing strategies to achieve NFPs’ goals, and protect and grow their capital whilst managing risk.
We focus on equities, fixed interest and alternative assets (including direct property, agriculture, water & private equity) and can design long-term portfolio strategies with the aim of achieving a meaningful return above cash through the business cycle. We can work with your other advisors, including your accountants, to deliver holistic outcomes within defined investment policies, and where needed refine and optimise asset allocation decisions.
You can rely on us to make careful decisions, based on 35 combined years of experience through turbulent markets, and drawing on the collective brainpower of our advisory and investment committee. We understand the specific needs of NFPs and the internal and external pressures they face in achieving their investment goals. We always aim to ensure your investments align with your mission.
You can also be confident of access to our senior people and continuity of service, given the boutique nature of our offering and personalised approach.
NFPs investing over $5m can take advantage of custom portfolios but as guide take a look at the favourable performance of our SMA model portfolios . (For example, see our Infinitas High Conviction AllCap Australian Shares SMA vs performance of MoneyManagements.com.au SMA Portfolio Awards 2016 finalists.)
Expertise & Approach
At Infinitas, we take a collaborative approach to investment decisions and our business is built around the outcomes of our discussions of the markets and specific investment ideas. This open and collegiate environment makes the team as a whole more intuitive and able to anticipate changes in market trends well in advance of the news. The effectiveness of our investment approach is evidenced by the performance of the Infinitas SMAs.