The PFR Multi-Option solution offers the discretionary management of Active or Passive funds across seven distinct asset class groups. Each asset group is populated with collective securities aimed at meeting the risk and return characteristics of that group, and is managed by the investment manager as a discrete model. The managers offer Active and Passive variants of the asset group models. Investors can select to have any particular asset group managed on an Active or Passive basis based upon their own preferences. The solution asset allocation is Strategic and builds 10 risk graded portfolios by varying the percentage exposures of each portfolio to the various asset groups.

The PFR Strategic Investment Solution is a long running and effective investment service and offers the discretionary management of Active funds across six distinct asset class groups. Each asset group is populated with collective securities aimed at meeting the risk and return characteristics of that group, and is managed by the investment manager as a discrete model. The solution asset allocation is Strategic and builds ten risk graded portfolios by varying the percentage exposures of each portfolio to the various asset groups using an efficient frontier model. Relative weightings are kept constant by periodic rebalancing. The investment managers will not seek to actively manage the weightings in each asset class. The investment managers aim to achieve superior returns, for any given level of risk, by using actively managed funds selected under their own proprietary fund selection process.

The PFR Tactical Passive solution offers active management of asset weightings whilst benefiting from the low costs of underlying Passive securities. It comprises the discretionary management of Passive funds across seven distinct asset class groups. Each asset group is populated with Passive collective securities aimed at meeting the risk and return characteristics of that  group, and is managed by the investment manager as a discrete model. The solution asset allocation is Tactical. This means the investment managers use their judgement to determine the appropriate asset weightings for any particular risk grade and will made active changes to these weightings as they see fit in aiming to deliver superior risk adjusted returns.

The PFR Ethical investment solution offers active management of funds across five distinct asset class groups.  Each asset group is populated with active collective funds aimed at meeting the risk/return characteristics of that asset group.  The Solution is managed as a discrete model with asset allocation being tactical.  This means the investment managers use their judgement to determine the appropriate asset weightings for any particular risk grade.  The investment manager aims to achieve superior returns for any given level of risk through active changes to the asset group weightings and by using actively managed funds selected using their own selection process.    Funds are selected primarily from those appearing in the Ethical Investment Research Services (EIRS) Green and Ethical Funds directory (though they can be selected outside of this).   Usual fund due diligence takes place on all funds,  however no judgement is made on how green or ethical a fund may be.

The PFR Tactical Active solution offers the discretionary active management of both funds and asset weightings across seven distinct asset class groups. Each asset group is populated with Active collective securities aimed at meeting the risk and return characteristics of that group, and is managed by the investment manager as a discrete model. The solution asset allocation is Tactical. This means the investment managers use their judgement to determine the appropriate asset weightings for any particular risk grade. The investment managers aim to achieve superior returns, for any given level of risk, through active changes to the asset group weightings and by using actively managed funds selected under their own proprietary fund selection process.