Precision-engineered portfolios that produce predictable, repeatable results. PortfolioMetrix has developed innovative, multi-dimensional and flexible investment methods that advisers can tailor according to the individual needs of their clients.
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. PortfolioMetrix portfolios are accessible via custom mandates, model portfolios and unit trust.
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.
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.
"We have experts looking at the fund management choice, the asset allocation... Everything to do with the investment is being monitored the whole time, and we as advisers just wouldn't have the time to do that"
- Robert Hunt, Chevening Financial