Bespoke Solutions
Our customised portfolios combine multiple underlying funds, owned directly on platform, blended together to meet the specific needs and objectives of the end client, all managed on a discretionary basis
Our Investment Approaches
Our investment approach ensures that portfolios in all three approaches behave in a similar risk-controlled manner and correspond to risk personality scores from 1-100. Each strategy has clearly stated objectives and consistent asset allocation but can use a blend of active and passive funds if cost is a consideration.
Risk-rated solutions for your clients' needs
The performance of risk-profiled portfolios must be coherent, and the investor journey matters. We want to help advisers avoid awkward discussions with clients about performance, which can displace other important conversations.
.png?width=1000&height=563&name=Untitled%20design%20(77).png)
Regulatory Constraints
All our model portfolios are designed to comply with regulatory requirements like PROD, MiFID-II and Consumer Duty, and to ensure that your clients' investments align with their risk tolerances
Investment
Expertise
Our investment team has 151 years of combined industry experience and includes 3 CAIAs, 10 CFAs, 2 Engineers, and 1 Actuary
Scalability
Our bespoke portfolios are designed to meet specific risk profiles and investment goals, allowing you to manage a larger number of clients without comprising alignment to individual goals
Independence
PortfolioMetrix is fully independent so we are able to cherry-pick the best asset managers from across the globe without being tied to any firm
-min.png?width=1000&height=517&name=Untitled%20design%20(81)-min.png)
.png?width=1271&height=221&name=Untitled%20design%20(79).png)
Easily
Accessible
These portfolios/ funds can be accessed through multiple platforms, making them an ideal avenue to offer important servicing for your clients' investment needs
Our Track Record
