your success
is our success
AAN Asset Management
the aan investment
philosophy
Our Mission
“To provide quality investment solutions that make a positive, meaningful difference.”
OUR RECOMMENDATIONS ARE GROUNDED IN RESEARCH
AAN Asset Management’s Investment Committee is responsible for researching and selecting investment managers and reviewing the performance of our investment models on an ongoing basis.
The Investment Committee comprises senior representatives of Australian Advice Network (financial services licence), with additional input from some of Australia’s leading analysts, portfolio strategists and investment research professionals.
Our model portfolios are constructed and monitored based on a rigorous framework of research and analysis.
WE APPLY DISCIPLINE TO OUR INVESTMENT STRATEGIES
Strategic asset allocation is a key determinant of investment returns. Our investment models are constructed to provide appropriate asset allocations to suit the objectives, timeframe, and risk tolerance of a broad range of investors.
The AAN Models are rebalanced to their strategic benchmarks quarterly. This allows profits in sectors that have outperformed to be reallocated across the portfolio. The discipline of rebalancing without embracing short-term market trends has been shown to enhance returns and decrease volatility.
WE AIM TO GENERATE POSITIVE RETURNS, WHILE MANAGING DOWNSIDE RISK
Fund managers offer different styles of investing – such as index, value, and growth. Typically, some management styles will underperform in rising markets, but offer greater portfolio protection in falling markets.
In constructing our portfolios, we seek managers who have consistently outperformed their peers. By blending different styles of investment management within our portfolios, we are targeting strong (but not necessarily market-leading) returns in rising markets and focusing on capital preservation and reduced volatility in falling markets.
WE BELIEVE INVESTMENT PORTFOLIOS SHOULD BE TRANSPARENT
We believe simpler is smarter. Our portfolios include high-quality investments displaying clear growth or defensive characteristics, drawn from traditional asset classes. We avoid financially engineered products, and illiquid investments such as direct property and infrastructure where underlying value can be difficult to establish. We believe our focus on transparency enhances the ability to measure risk, and ultimately results in better outcomes for our clients.
WE INVEST FOR THE LONG TERM
We believe a diversified portfolio of high-quality investments will produce the best risk-adjusted returns for clients in the long term. We do not favour tactical asset allocation strategies as that would imply we have insights into the likely short-term returns of various asset classes.
We accept that growth assets have historically shown an ability to outperform defensive assets over full market cycles, despite periods of severe volatility and instability. Patience is always rewarded.
WE ARE COMMITTED TO HELPING OUR CLIENTS ACHIEVE SUCCESS
AAN Asset Management has no ownership affiliation with any fund manager, insurance company or other product provider. Our allegiance is to our clients, not a parent company. As our Mission Statement indicates, we aim to provide high-quality advice that makes a positive, meaningful difference for our clients.