PHOTO: Angus Sippe (L) and Keith Marshall
MEDIA RELEASE – AMAFA has formed a strategic investment capability partnership with Human Financial Management Limited (Human Financial) to enhance portfolio construction support, investment governance and adviser resources across the AMAFA network.
The partnership will provide AMAFA advisers with access to portfolio construction frameworks, model portfolio solutions, Investment Committee research and reporting support, market insights and adviser education resources.
AMAFA will retain full responsibility for its Approved Product List (APL), Investment Committee decisions, adviser governance framework and compliance obligations.
AMAFA Managing Director, Keith Marshall said the partnership represents a natural evolution of AMAFA’s commitment to supporting advisers with practical, high-quality investment solutions.
“We have built a strong governance framework over many years, supported by independent research, robust APL processes and technology-driven controls,” he said. “The partnership with Human Financial builds on those foundations by bringing additional portfolio expertise, investment insights and resources to our adviser network.”
Under the partnership, Human Financial will provide support across:
- Investment philosophy and portfolio construction frameworks
- Strategic asset allocation guidance
- Investment Committee support and reporting
- Human Financial model portfolio capability
- Adviser education and investment communication resources
- Market and portfolio commentary
Human Financial Chief Investment Officer, Angus Sippe welcomed the partnership and the opportunity to support AMAFA’s continued growth.
“AMAFA has developed a strong adviser framework with clear governance and adviser-first principles,” he said. “We look forward to working with the AMAFA team to help enhance their investment capability and provide advisers with additional portfolio support and education resources.”
Mr Sippe has more than 20 years’ investment management experience across global multi-asset investing, portfolio construction and institutional investment management. Before joining Human Financial, he was a senior multi-asset portfolio manager at Schroders and a voting member of Schroders’ Global Asset Allocation Committee.
On a day-to-day basis, AMAFA advisers will be supported by Ateeth Rungta, Human Financial’s Head of Distribution, who has more than 25 years’ experience across financial services, adviser support and wealth management.
For more information, visit: https://amafa.com.au/investment-capability/