Process

At MLC Implemented Consulting our investment services are designed with one thing in mind – to deliver competitive returns with lower risk so you can achieve your investment goals.

Advice

We recognise that good outcomes start with good advice.

Our consultants begin by defining your needs. They work closely with you to identify your investment objectives and risk tolerance to help you articulate the most appropriate goals for your financial circumstances.

After defining your needs, our consultants will recommend an investment portfolio which will most likely achieve your goals.

They will also utilise the expertise of our researchers and investment analysts to make sure you always benefit from the most up-to-date thinking. This is why Australia's leading superannuation funds, insurance companies, universities and not-for-profit organisations choose our implemented consulting service.

Implementation

At MLC Implemented Consulting we know that implementation is a critical part of any investment solution.

Our team of specialists implement and maintain the investment strategy by managing cash-flows, rebalancing each portfolio, transitioning assets and managing day-to-day operational contact with the underlying MLC managers.

The team makes sure your investment portfolio is efficiently implemented to reduce the costs of transitioning and running your portfolio.

MLC then applies a disciplined rebalancing approach to each portfolio to make sure the portfolio you invest in keeps the characteristics that you originally chose it for.

Communication

We recognise communication is very important.

At MLC Implemented Consulting we'll give you tailored reports detailing your portfolio's performance and we'll appoint you a dedicated asset consultant to provide you with ongoing investment advice.

You'll also receive monthly newsletters, performance reports, investment briefings, research reports and invitations to our annual MLC Implemented Consulting Conference.

The benefits

At MLC Implemented Consulting we want you to always benefit from our investment service. By choosing MLC Implemented Consulting you will receive:

• advice tailored to your investment needs
• an asset allocation which is robustly tested against over 100 historical conditions and 40 future scenarios
• an efficiently implemented portfolio to reduce the costs of transitioning and running your investment
• a team of asset consultants to provide you with advice, timely communication and feedback on your portfolio
• a team of implemented consultants that can manage the time consuming tasks of manager research, selection, monitoring and portfolio implementation so you can focus on managing your business.