Welcome to N & A SUPERIOR CO PTY LTD
We employ a methodical and structured investment strategy for institutional investors, grounded in a long-standing tradition of minimizing management costs and specializing in catering to the unique needs of institutional clients.
A well-structured investment strategy begins by understanding the specific needs of your organization. From the outset of our collaboration, we invest time in comprehending the unique goals of your plan and create a personalized investment strategy aimed at achieving those goals.
The investment policy statement (IPS) serves as the guiding framework for your portfolio. We craft the IPS to ensure it reflects your objectives and delineates the roles and responsibilities of all investment professionals involved in managing the plan.
Asset allocation forms the cornerstone of any investment strategy. Without a solid foundation, the investments within your portfolio may not align with your long-term objectives. We assist in developing customized asset allocations that carefully consider investment constraints and risk factors.
We believe in strategically assigning active manager risk to market segments where it is likely to yield favorable results. This philosophy guides our approach of combining thoroughly vetted active managers with low-cost index funds to achieve our clients’ goals. Our selection of active managers involves an impartial evaluation based on quantitative data and fundamental factors. Rather than pre-screening or creating a shortlist, we conduct a comprehensive review of the entire universe of managers in the best interest of our clients. We recognize that index funds represent more than just returns on a screen, which is why our process involves in-depth analysis. While we prioritize investment management fees, we rigorously assess each investment vehicle to understand its structure, personnel, and underlying index.
Building a portfolio of active and passive investment managers is an ongoing process that extends beyond filling mandates. We maintain high standards for existing investment managers, treating them with the same scrutiny as newly selected managers. For active managers, we continuously evaluate whether they add value net of fees, closely monitoring their strategies and any organizational changes. Similarly, with passive index investments, we assess strategy and organizational integrity while keeping abreast of the investment landscape for more cost-effective alternatives to ensure our clients receive optimal value.
Informed decision-making hinges on thorough and insightful data. Therefore, we provide timely performance reports and analyses net of fees, empowering our clients to address critical queries:
Is my plan achieving its goals?
Are my managers delivering value?
Are the fees reasonable and justified?
Our customizable reporting furnishes clients with essential information for actionable decisions. Each report is:
1.Net of fees – reflecting your actual returns.
2.Timely – avoiding outdated performance figures that hinder decision-making.
3.Insightful – actively monitoring and analyzing portfolio investments.
A robust investment strategy requires a continuous investment approach. Given the dynamic nature of the investment landscape, economy, and our clients' needs, we regularly assess our investment programs by:
1.Updating the Investment Policy Statement (IPS) annually at minimum.
2.Reviewing asset allocation to ensure alignment with client objectives throughout market cycles.
3.Monitoring active managers for ongoing value addition, adherence to mandates, and organizational changes.
4.Continuously enhancing and revising our reporting capabilities.
Discover more about our firm and how we can support you. Simply fill out the form, and one of our experts will reach out to you at your preferred time.
Contact us
N & A SUPERIOR CON & A SUPERIOR CO PTY LTD