Unlock Exceptional Support At Every Stage of the Client Journey
At Lawsons Network, we’re determined to give our members industry-leading support – the kind of support that empowers you to deliver world-class service to your clients. And that’s where the Lawsons Investment Committee comes in.
From constructing portfolio solutions to monitoring individual securities and boosting client engagement with investment support, marketing and commentary, the Lawsons Investment Committee delivers exceptional support throughout the client journey. Read on to learn more.
Achieve client objectives with our portfolio solutions
The central element of the Investment Committee’s support is our model portfolio service and full suite of investment solutions – enabling you to build value in your service and differentiate your offering.
Designed to give your clients access to a broad, sophisticated and constantly evolving range of investments, we deliver cost-effective investment strategies that are highly diversified across asset class, currency and sector.
Our portfolio solutions combine:
- Strategic longer-term investments with minimised costs – primarily allocated to ETFs, these investments facilitate stability and efficiency through exposure to a wide variety of asset classes including equities, fixed income, commodities and cash
- Targeted, thematic exposure to boost the overall return – with a medium-term horizon, these investments leverage the collective investment universe available on the platform
- Dynamic, tactical exposure to short-term investments – we’re able to amend portfolios with minimal delay, which means you can capitalise on rapid shifts in price or investor sentiment
What’s more, we’re constantly analysing investments – for example, as part of ongoing research, we’ve screened over 1000 ETFs and mutual funds.
Leverage our market insights and investment support to deepen client connections
We understand that you’re constantly busy – and we want to do everything we can to alleviate the pressures and demands on your time. That’s why our service encompasses:
- Pre- and post-sale investment support in the form of proposals and marketing material
- A quarterly strategy overview to support client meetings
- Monthly updates on performance, portfolio changes and asset allocation
- Ongoing support for rebalances and explanations of any changes to portfolios
- Market analysis and commentary, including in-depth updates, ad hoc thought pieces and webinars
As a result, we free up your time to focus on listening to – and delivering for – your clients, giving you the power to enhance client retention and increase remuneration.
Boost efficiencies and reduce risk across your business
The Lawsons Investment Committee combines an extensive risk management track record with robust investment process and active portfolio construction, monitoring and analysis. As a result, we give you peace of mind that you’re doing all you can to mitigate risk for your business.
What’s more, everything about the way we work is designed to make your life easier. As a result, it’s quick and simple to request a model portfolio proposal in the CRM – and we’ll email your personalised report (and support material) to you within 24 hours of receiving your request.
Ultimately, by giving you the ability to streamline your processes and the support material to impress your clients, we help you boost efficiencies while ensuring you maintain client control – giving you the best of both worlds.
Get in touch to find out more about our industry-leading network
Our dedicated investment team is there to help you grow your business and achieve client outcomes – and it’s just one of a multitude of benefits you’ll experience as a member of Lawson Network.
From our game-changing technology to our global product providers and our expert team, we’d love to tell you more about how Lawsons Network keeps you ahead of the curve. Get in touch to find out more.