Philo Insights
Welcome to our Insights page. Immediately below is a display of Philo white papers available on the site. Click the green button below the previews to organise your personal access to these papers.
Further down the page is a full library or Philo’s blog posts in chronological order. You are welcome to peruse these at your leisure. New documents are added every two to three weeks. Enjoy!
Philo White Papers
Philo Blog Posts
What do you mean it's Gated!
When a fund gates, advisers using the Philo MDA don’t need to scramble. Here’s how a gated asset is handled without disrupting the rest of a client’s portfolio.
Selling winners to buy losers
Rebalancing to target can mean selling a portfolio’s best performers to fund its worst — sound attractive? Here’s how Philo helps.
Good Governance is Foundational
Governance is one of the least discussed parts of a managed account program — and one of the most important to getting outcomes right.
Managing Client Cash Efficiently
From regular contributions to urgent withdrawals, how the Philo MDA manages client cash without unnecessary rebalancing or trading costs.
Why can't those Managed Accounts deal with the whole portfolio?
Even experienced SMA users find around 30% of client assets don’t fit the model. Why that gap exists, and how the Philo MDA is built to close it.
Is your managed account strategy outdated?
Managed account strategies that made sense a few years ago can quietly fall behind. A checklist for whether it’s time to revisit yours.
It’s all about the client - or is it?
Marketing 101 says start with the client. A look at what that principle actually demands of an advice practice’s service design.
The benefits of distance
Seven weeks into working from home during Covid, a new operating rhythm emerges — and with it, useful distance on old conventions worth questioning.