We work with sophisticated investors, financial advisors and private individuals to achieve better investment results within a dynamically evolving world.
Our Investment Portfolio Solutions:
- SUPERANNUATION FRIENDLY: PCM manages several portfolios well suited for Investors either within their Superannuation Funds - SMSF or retail - or outside of Super. (We can also tailor a customised portfolio solution to your circumstances and objectives).
- ABSOLUTE RETURNS: The PCM Portfolios are generally designed for those seeking to preserve capital and generate compelling returns in a conservative manner, potentially irrespective of the ups and downs the economy (or the share market) might experience
- TRANSPARENT & SIMPLE: Our portfolios are totally transparent (using SMA structures) and the returns we generate do not utilise derivatives, leverage or illiquid investments.
- DIRECT SECURITIES: Client funds & investments are safeguarded directly in the client's own name by an independent platform & institutional custodian.
Latest Quarterly Client Briefing & Portfolio Performance Updates:
Click Here (September 2017)
Click Here (June 2017)
Click Here (March 2017)
Click Here (December 2016)
Click Here (September 2016)
Click Here (June 2016)
Click Here (March 2016)
Click Here (December 2015)
Click Here (September 2015)
Click Here(June 2015)
To find out more about our Portfolios, please Click Here
PCM Research & Consulting
PCM Research is designed to complement the more traditional institutional research view that Advisors and Investment Managers receive.
PCM provides “outside of the box” macro and security specific research capability (with a contrarian bias) that helps to ensure clients are not ‘blinded’ by conventional group-think.
We produce a large quantity of incisive 'in-house' research that is only available to clients, however, more general examples of the way we approach analysis can be found Here.rch & Consulting.
The aim of Prerequisite's research is to try to gain more useful and prescient perspectives on what is happening in the world and in markets.
We subscribe to the principles that insight tends to give rise to foresight, and that the best research is designed not just to detail the frameworks and assumptions of a thesis, but to help the readers think more clearly for themselves about a given set of issues.
Our research is designed to be practical to the investor who has a global perspective and must make asset allocation and currency decisions within their portfolios.
Latest Publically Published Research: Click Here
Copyright 2017 | All Rights Reserved | Prerequisite Capital Pty Ltd (ABN 42 621 110 736) is an Authorised Representative of First Mutual Australia Pty Ltd (ABN 42 154 012 085), AFSL 423710