31 July 2026
4 min read
A new perspective on connecting managed account value to client outcomes.
Explore a practical framework for connecting managed account value to the client outcomes investors value most
Why download this whitepaper?
Managed accounts are now a mainstream portfolio solution, but as adoption grows, the conversation is shifting from implementation to outcomes. Drawing on adviser and investor research, this paper explores how managed accounts can support clarity, confidence, consistency, commitment and connection to goals — and provides a practical framework for helping advisers articulate that value more effectively.
Download the whitepaper
Enter your details to access a practical framework for connecting managed account value to the client outcomes investors value most.
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Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments. CFSIL is also the issuer and responsible entity of the Colonial First State Separately Managed Account (Scheme) ARSN 618 390 051, of which the Signature Managed Account is a class of interest. This webpage is based on current requirements and laws as at 15 June 2026. While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL and/or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn’t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSGs can be obtained via cfs.com.au/cfsedge or by calling us on 1300 769 619.