Investment Management by Design

PortfolioMetrix has developed innovative and flexible investment methods that advisers can tailor according to the individual needs of their clients

Speak with us
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
 

Investment propositions built to exactly align with your clients' financial goals

 

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

 

 

Speak with us

 

Discretionary Powers

 

Asset Allocation

Our stress-tested optimisation models produce coherent and intuitive asset allocations across the risk spectrum 
Partnership
 
Manager Selection
 
We apply quantitative and qualitative techniques to identify best-of-breed managers, with processes, capacity and skill to manage risk and enhance returns through cycles
Flexibility
 
 
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

Branding

 
Monitoring
 
We monitor portfolios against their risk objectives, applying disciplined rebalancing to ensure mandate consistency and enhance
returns over time 

Model Portfolios 

 

PortfolioMetrix Select MPS is a range of 7 risk-controlled model portfolios, run according to PortfolioMetrix’s Core approach

 

More Information Here

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Multi-Asset
Funds

 

PortfolioMetrix offers both active and passive multi-asset funds, managed on a discretionary basis, designed to meet the specific needs and objectives of the end client

 

More Information Here

Insourcing

 

For eligible advice firms, PortfolioMetrix will create a risk-rated range of models, branded in your adviser firm's name. They are shaped by your investment philosophy, aligned to your preferred risk profiler and available on your selected platform

 

More Information Here

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bespoke Discretionary 

 

These 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

 

More Information Here

 

 

4b726ef1-7681-4cea-bb39-1c3c7042e07a

 

Awards-01-min  Awards-04-min  Awards-08-min  Awards-10-min  Awards-06-min