”Our investment philosophy is centred on offering our clients transparent, cost effective solutions which achieve strong real return outcomes. We believe that investment markets are the primary drivers of investment performance, however acknowledge quality active managers, in some asset classes, can deliver additional returns. As a consequence we aim to build cost effective and well diversified portfolios that rely on a combination of market and active management to do the work longer term in order to achieve your investment objectives.” – Core Financial Services Pty Ltd

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The Core Financial Services Pty Ltd Investment Committee meets quarterly. Our Investment Committee comprises a panel of experienced professionals responsible for analysing and recommending investments for our Approved Securities and Product List.

At these quarterly meetings we formally review all existing managers to ensure we capture any significant changes in views from Morningstar Research. If any amendments are required due to issues like ratings downgrades or fund closures, as examples, we will look to implement any changes as required.