Growing wealth by managing portfolios
Aro provides a comprehensive asset management offering; investing in listed securities, managed funds and fixed interest securities, structured to suit specific financial circumstances.
Aro offers both a top-down approach equities investment, as well as multi-asset investment solutions designed to help advisers tailor strategies for their clients.
Our centralised investment solution is designed to reduce the complicity and workload for the planner while improving the client experience.
By tailoring the service for the financial planner, Aro can incorporate risk profiling within the process, thereby providing a solution that reduces risk to the planners and streamlines the investment process. The aim is to provide a process that allow planners to have their clients’ assets professionally managed while enhancing their personal relationship with their clients.
People are the currency of trust. The priority for Aro Asset Management is building trust and confidence with our investors and their advisers through honest communication and transparency. It is important that our values and expectations align so we can build a foundation that can endure with longevity.
We are focused on a long-term approach built on long-term relationships.
For this to work, integrity, trust and reliability is critical for our business.
Aro Asset Management are strategically well positioned in our approach to an ever changing market to provide advice and support to financial advisers to enhance their offering to their clients through our people, processes, robust system frameworks and fintech.
Centralised Investment Proposition
The highly qualified, dedicated professionals at Aro Asset Management are committed to developing long term trusted and valued relationships throughout the business, serving the needs of investors across Australia and abroad.
Nick is the Managing Director of Aro Asset Management and is responsible for the strategy and mandates for the portfolios.
Nick begun developing the underlying risk strategy in 2008 and has applied it across his clients’ portfolios over the past 5 years. The same strategy is now used across all Aro’s portfolios.
Nick is also a Director of Credence Wealth Management.
Nick has over 20 years’ experience in financial markets, including derivatives, foreign exchange and equities. He previously worked with Macquarie Bank from 2004 to 2010, then Euroz Securities from 2010 to 2016, as a portfolio manager and stockbroker.
Prior to Macquarie, he worked as a senior trader for Elders Ltd, managing derivatives and foreign exchange positions as part of a national risk management team.
Guy is responsible for the portfolio’s stock and economic research and analysis.
He is currently a Director & Corporate Adviser of RM Corporate Finance and is actively involved in a range of corporate initiatives including mergers and acquisitions, initial public offerings and corporate advisory roles. Guy is also a Director of RM Capital.
Guy was Head of Research at Morgan Stockbroking Limited prior to joining Tolhurst Noall as a Corporate Advisor in 1998. As Head of Research, Mr Le Page was responsible for the supervision of all Industrial and Resources Research.
Guy has also acted as a director to both private and public companies.
Prior to entering the stockbroking industry, he spent 10 years as an geologist in Australia, Canada and the United States.
Nhat is responsible for the financial modelling and testing for the portfolios.
Nhat graduated from ANU in 2014 with a Bachelor of Actuarial Studies + Bachelor of Finance. (Triple Major: Actuary, Quantitative Finance, Accounting).
He currently is WA Deputy Director for Australian Mathematics Trust, focusing on training young Mathematicians to represent WA in national and international competitions.
Nhat specialised in Financial Modelling and Simulation, fluent with PostgreSQL, R, Python, C++, C, and Pascal.
Aro’s investment committee has 45 years combined experience in portfolio construction. The firm currently offer clients a range of Separately Managed Accounts (SMA’s) with varied risk profiles.
These investments meet strict criteria for inclusion in the portfolios which include: short, medium and long-term track record and volatility and risk adjusted returns.
We focus on our key objective of developing long term relationships and partnerships with clients to offer long term returns with lower risk.
Risk management and governance, and best practice is critical and the dedication and diversity of the Aro Asset Management team and their industry experience plays a key role in our investment philosophy and its effectiveness.
In the long-term, markets follow economic cycles
- Economic behaviour tends to be cyclical in the long term, which can present opportunities.
- These cycles may take many years to complete.
Short-term market behaviour has little bearing on long-term market performance
- The market is emotional and short-sighted.
- This market volatility provides short-term and long-term investment opportunities
Short-term Investment Management can complement a Long-term Strategy
- A long-term strategy can work alongside a short-term strategy, as long as the underlying methodology does not conflict.
Cross correlation of assets can improve the long-term efficiency of a portfolio
- Increasing the Alpha of a portfolio is an efficient way to improve the long-term return for a given estimated volatility.
- Recognising correlations between assets and asset classes can improve returns while reducing volatility.
ARO ASSET MANAGEMENT
Aro Asset Management Pty Ltd
ACN 630 212 592
Level 1/1205 Hay St, West Perth WA 6005
PO Box 154 West Perth WA 6872
Phone: +61 8 6380 9205 | Fax: +61 8 6380 9299