Australian digital financial advice provider Ignition Wealth has teamed up with research and investment house SiResearch to offer goals-based investing.
Under the arrangement, Ignition Wealth will offer portfolios created by SiResearch that will support adaptive asset allocation around goals with a specific objective and timeframe.
Ignition Wealth CEO Mark Fordree said: “In reality an investor’s attitude to risk is influenced by what their goal is and the date by when they want to achieve it. The SiResearch goals-based investment model adds a specific objective and timeframe to an investor’s goals to reflect this.”
Ignition Wealth said that it will offer diversified portfolios such as new and emerging offerings including separately managed accounts (SMAs), exchange traded funds (ETFs), alternative beta as well as consumer price index plus products.
SiResearch CEO Rebecca Jacques said: “It is with great pleasure that SiResearch is able to partner with Ignition Wealth as a leader in the development of professional, institutional grade investment strategies that have previously not been available to the average investor and/or the full advice market due largely to the prohibitive costs and lack of technology with which to implement such strategies at the individual level.”
The new investment strategies will be made available by the second quarter of 2017.