Helping You Navigate the Investment Landscape
AZ Sestante is a specialist investment consultant focused on designing and managing a range of multi-manager model portfolios via SMAs, MDAs and fund of funds.
AZ Sestante Limited (AZ Sestante) is the AFSL-licensed, wholly-owned Australian subsidiary of AZ International (Azimut), Italy’s leading independent asset manager. The investment process underpinning AZ Sestante’s multi-manager portfolios combines the strength and resources of Azimut’s global investment platform with the governance and local investment oversight of the Investment Committee and Responsible Entity.
Download the AZ Sestante Corporate Brochure (PDF)
Sestante is the Italian word for the sextant, the most important nautical instrument sailors and mariners relied on for navigation.
This is also the ultimate goal for AZ Sestante – to help advisers and end clients navigate the investment landscape, to provide guidance and direction to keep you on path to achieving your investment goals and objectives.
Providing Guidance and Direction to Keep You on Path to Achieving Your Investment Goals and Objectives
We believe that the majority of a portfolio’s return is generated by its asset allocation and hence our philosophy and processes focus on dynamic asset allocation. We strive to achieve the investment objectives of a portfolio within its risk budget, as defined by the asset allocation parameters.
We are a subsidiary of the Azimut Group and utilise the global funds management capabilities and insights in the implementation of our investment process. Currently we manage in excess of $800 million of clients’ assets for financial advisers across a wide range of risk profiles and platforms.
Our Investment Philosophy
Dynamic asset allocation – we look to add most of our value through dynamic asset allocation.
Blended approach – we strive to achieve the investment objectives for a portfolio given the available risk budget, using a blend of active and passive approaches.
Cost effective implementation – we identify the most cost effective way to implement investment decisions, predominantly via ETFs and funds.
How Your Money is Invested
The investment team is responsible for the management and monitoring of our multi-manager portfolios using the resources of our global investment platform, governance, and oversight is provided by the Investment Committee.
The Investment Committee discusses and approves the investment manager’s ultimate investment decisions, as well as overseeing the underlying investments and asset exposures of each portfolio to ensure compliance. There are regular meetings with current as well as potential investment managers as part of the ongoing monitoring and due diligence process.
The Black-Litterman Model (B-L Model) is used in our investment process in conjunction with fundamental research to arrive at our asset allocation decisions. Regular asset allocation review is conducted at least every quarter.
What Your AZ Sestante Portfolio Provides
Transparency and ownership of the underlining assets.
Robust, repeatable investment process designed to meet all market conditions.
Competitive fees as we use our global scale to obtain highly competitive fees from our underlying managers.
Access to global investment professionals managing your portfolio with highly competitive fees.
Actively managed portfolios that are reviewed daily and amended as required.
The Investment Process
1. Develop and implement dynamic asset allocation.
2. Manager research, selection & configuration.
3. Portfolio implementation.
4. Ongoing monitoring and due diligence.
Azimut Group
AZ Sestante is part of the Azimut Group (AZM.IM), with offices across Italy, Ireland, Luxembourg, Switzerland, Hong Kong, Shanghai, Taiwan, Mexico, Chile, Brazil, Monaco, Turkey, Singapore, Australia and the United States.
Listed on the Milan Stock Exchange.
Market cap over 2.8 billion Euro.
72 billion Euro Assets Under Management (AUM).
Supporting over 2,000 financial advisers and 110 investment professionals globally.
Managing multi asset portfolios since 1989.
To find out more, speak to your adviser or download the full AZ Sestante Corporate Brochure (PDF).
This document has been prepared by AZ Sestante Limited ABN 94 106 888 662, AFSL 284 442 (‘AZ Sestante’). This document is not an offer of securities or financial products, nor is it financial advice. This document has been prepared without taking account of any investors’ particular objectives, financial situation or needs, you should consider its appropriateness having regard to your objectives, financial situation and needs before taking any action. Past performance is not a reliable indicator of future results. AZS101 06/21