By Annick Donat

I mentioned in the Principals’ briefing one of our key projects for the first 100 days is delivery of a new Investment Solutions Service to provide quality research, support, education and investment ideas  to our community.  I’ve had conversations with a number of you asking for more insight and content, so you can keep your clients better informed about markets and their portfolios (particularly in uncertain times).  I’m pleased to announce we’ll soon be launching our new Investment Solutions Service.  This includes partnering with a Global Research House who will provide the Madison community with extensive tools, reports and research material (including access to experts) across all asset classes and investment instruments coupled with the Madison ‘House View’ brought to us by the Clime Investment Team.  This team of 11 has nearly 200 years’ collective experience managing Australian Equities, and an investment process focussed on identifying and investing in quality companies using a strong valuation discipline.  The Global Research House, will work alongside Clime to provide Madison’s strategic and dynamic asset allocation,  portfolio construction and management of our managed and model portfolios as well as our Approved Product List.  A significant amount of work is being done in the background to ensure information and data  required integrates into xplan, client risk profiles and reporting.  Andrea is also spending time testing the Adviser Portal and other support tools.  We now have a team of people to support you with your Investment Philosophy, Investment & Platform requirements.  Our aim is to provide higher quality resources to you and your clients.  We’re excited to be in a position to deliver new services and support to our community.  Over the coming weeks, you will receive invitations to webinars, workshops and tailored training sessions to help you and your team integrate this new service into your business.