Multi-Asset Funds
Enhance your clients' portfolios with the diversified, high-quality, and cost-efficient solution provided by PortfolioMetrix Multi-Asset Funds
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Optimised
Diversification
Our strategy diversifies investments across unrelated or opposing assets to lower risk and increase stability in market changes
Simplified
Reporting
We offer routine reports on asset allocation changes, ensuring regulatory compliance and transparent client communication
Tailored to
Risk Profiles
Align our multi-asset fund risk profiles with your clients' risk preferences and objectives to optimize risk-adjusted returns over time
Meticulous
Research
Our team conducts in-depth research and analysis to identify attractive investment opportunities across asset classes
Efficiency
Gains
Consolidate portfolio management into our funds to reduce transaction costs compared to managing individual portfolios
Mitigate
Biases
Our disciplined approach to asset allocation helps reduce the influence of emotional decision-making on investment choices
Risk
Oversight
We enforce robust risk management practices and portfolio stress tests for comprehensive risk oversight
Expert
Insights
We provide regular market insights, economic analyses, commentary, as well as other content for you and your clients
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Easily Accessible
These funds can be accessed through multiple platforms, making them an ideal avenue to offer important servicing for your clients' investment needs
Our Track Record
