Goals-Based Investing

AMP Capital demystifies goals-based investing through new adviser website

By AMP Capital media team

Not for release or distribution in the US

AMP Capital has launched a website for financial advisers to help them have conversations with their clients about goals-based investment strategies.

Goals-based investing is an approach whereby an adviser identifies a client’s goals first and then develops investment portfolios that aim to specifically help meet each of those goals.

The new website provides advisers with insights into goals-based investing: what it is, how it is different from current investment approaches, typical goals and risks, and the priorities that clients generally set around their goals.  Content will be continually added to the site so that it becomes an ongoing resource for advisers.

AMP Capital Head of Retail and Corporate Business Craig Keary said: “A goals-based approach puts the client at the centre of the investment process.  Rather than start with an investment product, advisers start with a client need; for example, achieving a certain level of monthly income, going on holidays every few years or leaving an inheritance.  Many advisers already use this approach and we want to make it easier for them to have conversations with their clients about it as well as help advisers who are new to goals-based investing implement it in their practices.

“Goals-based investing is a strategic priority for AMP Capital.  We’re seeing increased demand for goals-based funds from advisers and clients and intend to expand our range as well as deliver more goals-based tools for advisers during the course of the year.”

Jeff Rogers, the Chief Investment Officer for ipac and a member of the AMP Capital Multi-Asset Group, is leading the development of the firm’s new goals-based offerings.

Mr Rogers said: “Success of a goals-based strategy is not about outperforming benchmarks or competitors.  Rather, it is measured by how well a client’s portfolio is tracking against their stated goal.  It’s about being more relevant to investors and their needs, not only in terms of product design but also through ongoing communication and reporting.”

AMP Capital has created new-look, customer-focused performance reports for its goals-based funds in conjunction with advisers and customers.  The reports focus on the tangible outcomes the funds aim to achieve rather than their performance against a benchmark, making them more engaging and relevant for advisers and customers.

Advisers can access the website at www.ampcapital.com.au/goals

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Important notes

While every care has been taken in the preparation of this article, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) makes no representations or warranties as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This article has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this article, and seek professional advice, having regard to the investor’s objectives, financial situation and needs. This article is solely for the use of the party to whom it is provided.

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