Portfolio administration
When investing with Ords, we manage and streamline your administration, so you can spend more time on what matters to you.
Our Approach
Navigating your investments can often seem like a daunting task, but it doesn’t need to be. With Ord Minnett’s portfolio administration services, we offer you the tools to simplify your experience, freeing you from the administrative burden.
We offer three solutions, tailored to your needs, which have varying levels and styles of administration.
Our core Administration Portfolios
Unified Managed Account (UMA)
Ideal for investors seeking a fully managed solution tailored to their unique needs and risk appetite.
Portfolio Administration and Reporting Service (PARS)
Perfect for active investors who want to make their own investment decisions with the support of robust reporting and access to our investment professionals whenever needed.
Online Administration and Reporting Service (OARS)
A cost-effective choice for investors who prefer a simple online platform for basic portfolio management.
Unified Managed Account (UMA)
Imagine having a single, expertly managed account that seamlessly blends your investments across different asset classes. With UMA, you get:
● Convenience: Consolidate your investments into one account for effortless tracking and management
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Portfolio Administration and Reporting Service (PARS)
For the active investor who enjoys making their own investment decisions, PARS provides the tools and support you need to stay on top of your game. Enjoy:
● Streamlined administration: Eliminate the hassle of paperwork and manual record-keeping
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LOGIC Portfolio Administration Service
LOGIC provides investors with the tools and support they need to comprehensively manage your portfolio. The service includes:
● Comprehensive recording system: LOGIC records transaction information, investment related income and expenses and manages investment related mail.
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Online Administration and Reporting Service (OARS)
If you prefer a simple, cost-effective solution for managing your portfolio online, OARS is the perfect choice. Benefit from:
● Easy online access: View your portfolio holdings and transaction history anytime, anywhere
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Not sure which portfolio administration option is right for you?
Start a conversation with us today so you can invest with confidence and ease.
Insights that count
Discover the best opportunities to outperform the market. Our research team dig deep into the market, company and stock data to bring you insights others might overlook.
Origin Energy (ORG) - Tax and depreciation trade-offs
Origin Energy is an energy utility that provides gas, electrical and renewable power generation at both wholesale and retail levels.
PointsBet Holdings (PBH) - Winning streak
PointsBet Holdings provides sports, racing, and iGaming betting products and gaming support services through its cloud-based technology platform.
Macquarie Group Ltd (MQG) - Donut rolls on
Macquarie Group is a global investment bank and asset manager operating through four segments: Macquarie Asset Management (MAM), Banking and Financial Services (BFS), Commodities and Global Markets (CGM), and Macquarie Capital.
