Fiducian’s ‘Manage the Manager’ Approach: Smarter Investing for Long-Term Success

Investing is a crucial part of wealth creation, but market volatility and unpredictable economic cycles can make it challenging. At Fiducian, we believe that a diversified and actively managed investment approach is key to achieving sustainable long-term growth with reduced risk.

What is the ‘Manage the Manager’ Approach?

Unlike traditional investment methods that rely on a single fund manager or passive investing, Fiducian’s Manage the Manager (MTM) approach carefully selects and blends multiple fund managers, each with different expertise, styles, and strategies. This diversification helps to optimise returns while reducing overall risk.

Why Diversification Matters in Investing

No single investment style consistently outperforms the market. By diversifying across multiple fund managers and investment styles, Fiducian aims to:

• Reduce risk by spreading investments across various asset classes.
• Enhance returns by leveraging the expertise of top-performing fund managers.
• Provide consistency by mitigating the impact of market fluctuations.

The Fiducian Investment Process

Fiducian’s investment philosophy is driven by a disciplined and research-backed process that includes:

1. Identifying High-Performing Fund Managers – Selecting specialists based on rigorous performance assessments.
2. Blending Strategies – Combining up to 35 fund managers to create a well-balanced portfolio.
3. Ongoing Monitoring & Adjustments – Continuously reviewing fund manager performance to optimise outcomes.
4. Strategic Asset Allocation – Adjusting allocations to smooth volatility and take advantage of market conditions.

How This Approach Benefits You

Fiducian’s Manage the Manager strategy is designed for investors looking for a structured and professional approach to wealth management. Whether you’re a conservative investor or seeking higher growth, this model provides:

• Lower volatility and reduced exposure to market downturns.
• A diversified portfolio tailored to your risk profile and goals.
• Active portfolio adjustments to capitalise on market opportunities.

Take Control of Your Investments Today

With over $14.4 billion under management to 31 December 2024, and a proven investment strategy, Fiducian is committed to helping Australians achieve financial success through smarter investing.

Speak to one of our financial advisers to explore how Fiducian’s Investment approach could help you meet your lifestyle and financial objectives.

Book a consultation with a financial adviser in your local area today.

Disclaimer: This information has been provided by Fiducian Financial Services Pty Ltd ABN 46 094 765 134 of Level 4, 1 York Street, Sydney, NSW 2000 AFSL 231103. Any advice in this document is general in nature and does not take into account your objectives, financial situation or needs. You should receive financial advice relevant to your circumstances before making any decisions. Except to the extent that it cannot be excluded, Fiducian accepts no liability for any loss or damage suffered by anyone who has acted on any information in this document.