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.
What are the key options available?
Whitelabeling
Factsheets and other collateral that carry the adviser’s branding.
Custom mandate
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.
Sub-managed mandate
For advisers with their own discretionary permissions we can operate a range of models to an agreed mandate above.
Why consider a Tailored solution?
- You can have greater input to ensure your investment solution is tailored to meet your key client segment needs, your advice process or brand.
This means advisers can define the strategic asset allocation, fund selection methodology, risk profiles, rebalancing approach and performance reporting.
- Offers improved governance and oversight of the portfolios that your firm is using.
- The client relationship is kept totally by you and enhanced by a branded offering including support materials and additional investment commentary.
- You can potentially create an additional revenue stream and increase the value of your business.
- Reduced administration and business risk.
The value of any investment can go down as well as up, so your customer might not get back the amount they put in.