While the Passive, Hybrid and Global ESG Themes model portfolios are a great solution, they may not completely align with your investment beliefs, advice processes or business strategy.
Our Tailored MPS proposition provides a number of options for advisers to create an MPS range that better suits their needs, from simply the marketing materials carrying their brand through to a range of models being built to their specifications.
Factsheets and other collateral that carry the adviser’s branding.
We agree a specific set of parameters on which to build and run the range. These could vary widely but could include an asset allocation model of the adviser’s choice, an OCF cap, a defined active/passive split, to name a few.
For advisers with their own discretionary permissions we can operate a range of models to an agreed mandate above.
The value of any investment can go down as well as up, so your customer might not get back the amount they put in.