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Investment Recommendations - Big Sky Financial Solutions

Investment Recommendations



In order to ensure consistency, accuracy and efficiency in the process of choosing and recommending fund managers, determining asset allocations for portfolios and all other investment related decisions, we have an in-house “Investment Committee”.

The Big Sky Financial Solutions Investment Committee is chaired by an independent asset consultant. Meeting at least monthly, the Investment Committee is responsible for most areas regarding investment decisions for clients. Some of the responsibilities of the committee are detailed below.

Discuss & review all recommended fund managers
This process includes comparing our recommended fund managers to the relevant benchmark and to their sector peers.

Research
While Big Sky Financial Solutions relies on external independent research, for fund manager recommendations and assessment, asset allocation & ratings, the Investment Committee makes the final decisions on the products that are approved for our clients.

Regular meetings with the research house allows us to discuss any issues regarding the products being added or removed from the Big Sky Financial Solutions approved product list.

From time to time meetings are also arranged with fund managers to discuss issues like performance, investment strategies etc.

As a Corporate Authorised Representative of the Australian Financial Services Licence holder (Outlook Financial Solutions) Big Sky Financial Solutions can access a wide range of products.

The Investment Committee discusses and reviews market commentaries produced by economists, Government agencies, fund managers etc. as appropriate.

Portfolio construction
The Investment Committee has control over the strategic asset allocation of all portfolios, including asset class selection & their composition. The information gathered from various sources allows the committee to make informed decisions.

New avenues & options
The committee reviews and discusses new investment products to determine their suitability for Big Sky Financial Solutions clients. The committee is the source through which we are constantly looking at ways to enhance returns, reduce risk and provide cost effective portfolios (lower Management Expense Ratios) for our clients.

All investment recommendations made to our clients are an outcome of extensive independent research, analysis, review and discussion. The Investment Committee is constantly assessing and monitoring its investment recommendations. This process ensures that you receive high quality advice based on factual data and professional assessment.