Investment Management

MULTIDIMENSIONAL INVESTMENT METHODS

PortfolioMetrix Investment Overview

Our ethos at PortfolioMetrix is 'investment management by design'. We create precision-engineered portfolios that produce predictable, repeatable results. Each investor is different, as are the advice businesses they have trusted with their money. Our range of portfolios caters for the precise needs of advisers and the clients that they serve. The same investment expertise runs through every solution but can be implemented in the format that works best for your clients

Find Out More About The PortfolioMetrix Proposition in Ireland

Portfolios built around the client

At PortfolioMetrix we believe in building portfolios around needs, not wealth. We question the suitability of one size fits all solutions and believe the best client customers require close integration of the advice process and investment management. Using our WealthExplorer™ technology, advisers can fine-tune portfolios for individual clients on a scalable basis

A CUSTOMISED PROPOSITION

How do we do it?

Across portfolios, PortfolioMetrix focuses on asset allocation to carefully control risk exposure while seeking the highest possible total return for each unit of risk. Diversification, across asset classes, funds, styles, factors, sectors, currencies and underlying security holdings is also paramount.

Asset allocation

Our stress-tested optimisation models produce coherent and intuitive asset allocations across the risk spectrum in multiple currencies, while consistently incorporating economic views.

Manager selection

We apply both quantitative and qualitative techniques to identify best-of-breed manager, with the processes, capacity and skill to manage risk and enhance returns through the cycle.

Portfolio construction

We isolate and control for marginal contribution to risk and return, including factor and style exposures, and blend passive with active exposures where appropriate.