Consistency – The Key
to Successful Investing

Avoid falling short of your goals.

Performance. Meeting goals or facing major setbacks hinges on performance—it’s the difference between success and failure.
Results Matter.

Risk. The consequences of failure can be material, and risk needs to be carefully calibrated to suit the needs of each investor.
Precision Matters.

The journey. Even great performance is worthless if investors don’t stay invested. Emotional reactions destroy value.
Consistency matters.

We adopt a precision-engineered approach to investing - combining the precision of science with the discipline of design.

Coherent

A range of risk-profiled funds should respond uniformly and consistently to market conditions. This is the difference between a true solution and just a collection of products.

Calibrated

Volatility is the language of risk in investment management, but it must be well-calibrated to translate into the language of advice. Poor calibration undermines even the best advice process.

Efficient

Risk is a cost; expected returns are the reward. Portfolio efficiency means maximising return for each unit of risk taken. Investors should receive the highest possible benefit for their chosen level of risk exposure.

Get to know our investment philosophy

Advisers value PMX for our rigorous investment process, consistent outcomes, and custom portfolio solutions. We’re seen as an extension of their business – a collaborative partner that brings scale, insight and efficiency to their investment offering, while helping them meet diverse client needs.

“Having our own range of models has delivered more consistent outcomes for our clients and efficiency gains for our business. Working with the team at PortfolioMetrix has been both insightful and collaborative from the outset.”

Martin Dodd|MIA

“Thank you so much for your help in making this Insourcing project possible - it has been an amazing feat of teamwork, collaboration and determination.”

Paul Wreford|Hoyl

“PMX provides much more than investment returns, you meet all of our requirements: consistent risk separation, breadth of proposition, platform access and not to mention the service we get from you!”

Marcus Henderson|Somborne

“From the first time I saw the way PMX construct investment portfolios I was a big fan of the robust and analytical approach taken to drive consistent and risk aligned outcomes. As I have analysed the portfolios further, my confidence has only increased.”

Julian Elliott|Hoyl

“…a big decision for us – we wanted a partner that is independent with a robust investment process and a proven track record of long-term outperformance.”

Sue Torr|Crue Invest

“The value added piece for us of utilising PortfolioMetrix is that, essentially it bolts on to Hedderman Financial Solutions as our investment wing, whereby we have the resources of a larger team of 30+ investor professionals who can go out there and ensure that the portfolios that are being built have a global view…”

Mark Hedderman|Hedderman Financial Solutions

“The comprehensive range of investment solutions offered by PortfolioMetrix enables me to deliver effective and appropriate investment outcomes, in order to meet a wide range of financial planning and tax situations facing my clients.”

Colm Nolan|Waypoint Financial Planning