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Macquarie Signet Portfolio Management Program

Leave your mark with Signet.

Blending tradition with innovation to leave a lasting legacy.

Used for centuries on official documents, signets represent authority. They are a seal of quality; a measure of magnitude.

Authority. Quality. Magnitude. The Macquarie Signet Portfolio Management Program comes by its name honestly. Created for investors looking for the highest calibre asset management service, Signet represents the leading edge in discretionary asset management.

Signet combines innovations in portfolio analytic software with boutique-like advisory service to forge one of the investment industry’s best investment programs. Macquarie Private Wealth is proud to offer this service to all interested clients.

 
Selecting high-end service

The benefits of discretionary asset management

The investment industry abounds with complicated acronyms and confusing terminology. What is refreshing about the discretionary approach to asset management is how straightforward it is.

Simply put, discretionary asset management is about trust: Clients establish a relationship with their advisors, whom they trust to make all the day-to-day investment decisions necessary to help reach their financial goals.

Together, clients and their advisors create an Investment Policy Statement which clearly outlines the client’s financial situation, goals and risk tolerance. The advisor then builds an investment portfolio that meets these needs and manages it in keeping with the initial agreement. It’s a straightforward approach to asset management.

The many benefits of discretionary management:

  • Truly aligned interests. As discretionary fees are based on asset size, not trading commissions, the interests of the advisor and the client are properly aligned. Changes to the portfolio are made to increase or protect its assets, not to generate revenue.

  • Less hassle and more opportunities. Clients don’t have to worry about always being available to approve investment decisions. They can rest assured that their advisor is doing everything possible to help them reach their investment goals, without the added roadblocks of relying on a return phone call and missing out on potential opportunities.

  • Customized service and fees. With discretionary asset management, you get the level of service you desire. Clients dictate the frequency and depth of communication they would prefer about their investments and negotiate their fees accordingly.

 

The Signet difference — our seal of excellence

If discretionary asset management sounds like the right investment service for you, Macquarie Private Wealth is your ideal partner to provide it. The Macquarie Signet Portfolio Management Program offers everything you could possibly find at other investment firms — and aims to do it better.


Protection: Rigorous risk controls

Signet is a process-driven program. In order to protect your assets and manage your expectations, Signet requires that all advisors follow stringent risk control measures in the creation and day-to-day management of your portfolio. Your advisor is 100% accountable for all decisions made within your account.

We also add an additional level of protection with third party oversight: our Chief Investment Officer regularly reviews all Signet accounts to ensure they are managed within agreed-upon asset mix ranges and in keeping with each client’s stated objectives.


Process: Maximum investment flexibility

While implementing extensive risk management policies designed to protect client assets, the Signet program is more protective than prescriptive. This means that your advisor has the freedom required to implement personally tailored investment solutions to help you reach your goals. We don’t place artificial limits on investment options or force clients into cookie-cutter solutions. We encourage objectivity: At Macquarie Private Wealth, we do not pressure our advisors to sell proprietary products. With Signet, you get the level of investment service you deserve at an all-inclusive, annual fee you negotiate up front with your advisor.


People: Raising the bar for advisory standards

We don’t allow just anyone to run a Signet portfolio. Not only must the advisor be Macquarie Private Wealth calibre and meet all the Portfolio Manager/Associate Portfolio Manager requirements mandated by the Investment Industry Regulatory Council of Canada (IIROC), s/he must also surpass our internal criteria with respect to years of industry experience; performance history; track record of managing portfolios suitably within client objectives; and documenting/implementing a successful asset allocation and securities selection process.


Platform: Leading edge software and reports

We’ve invested in an industry-leading portfolio management and trading platform to support Signet. This software enables Macquarie Private Wealth’s Portfolio Managers to be more efficient and effective in the management of your investments. It also allows for customized investment reports as clients can choose the level and detail of reporting they want to receive on their portfolios.

Better people, processes, protection, and platform. You deserve nothing less than the best in discretionary asset management services — and that’s precisely what Signet offers.


More details?

Contact your Investment Advisor today for more information on The Macquarie Private Wealth Signet Portfolio Management Program.


© 2010 Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of Canadian Investor Protection Fund and IIROC.