Our flagship solution, blending active and passive funds for the best of both worlds.
Our in-house investment team (PIM) select the blend of Active and Passive that offers the best value for money and the greatest opportunity for relative outperformance on a month-to-month basis. The solution is based on a Strategic asset allocation with 10 Risk Graded portfolios. This solution has no dealing fee.
Built to meet the challenges of drawdown post Pensions Freedom.
Guardian is a solution designed to offer additional diversification, using Absolute Return, Maximiser and Passive funds, aiming to improve downside protection and support portfolio values under the increased demands of drawdown.
Offering ESG, Sustainability and Ethical portfolios to align with the values of clients.
These portfolios offer a range of flexible solutions for investors with ESG, Sustainable or Ethical preferences. They offer ten Risk Grades for each Ethical Profile, which vary from offering a more positively orientated ESG and Sustainability approach, to a more deeply screened traditional Ethical portfolio. The portfolios are reviewed by an experienced independent Ethical Oversight Committee to ensure ongoing credibility.
Money market investing
PIM Sterling Solution aims to support clients looking for a diversified portfolio of high quality money market funds who need liquidity, or with a low risk tolerance or low loss capacity, or as part of a ‘multi-pot’ strategy.
Giving Advisers control of asset allocation and choice of either active or passive funds.
Multi-Option has been designed to give Advisers choice. Either Active or Passive investment can be selected at the asset class level, for example Active for Emerging Market Equities and Passive for UK Corporate Bonds. To give further flexibility, asset class weightings can be amended to ensure that the optimum portfolio characteristics are selected for each individual client. The solution adopts a Strategic asset allocation and has a 9 year track record.
Simple and concise yet diversified.
Built for investors with a strong belief in the value of active management, our Strategic Active solution is made up of 6 asset classes with a proven ten year track record. Its aim is to deliver attractive risk adjusted returns across 10 Risk Graded portfolios. Uniquely, the solution has a Global Alpha asset class, which aims to identify funds that can deliver higher returns and with higher volatility in key markets around the world.
For the investor with a close eye on markets.
Our Tactical Active solution offers fully Active fund selection and takes into account the opportunity to add to long term returns by adding and withdrawing risk over shorter time periods. Each quarter PIM assess the likely relative performance of key asset classes over the coming eighteen months and positions the portfolios to suit.
For the passive investor with a shorter term view.
Our Tactical Passive solution offers fully Passive fund selection and takes into account the opportunity to add to long term returns by adding and withdrawing risk over shorter time periods. Each quarter PIM assess the likely relative performance of key asset classes over the coming eighteen months and positions the portfolios to suit. Passive fund selection offers a lower portfolio cost versus Active.
Portfolios targeting rising yields in line with rising volatility and return.
Launched in 2014, our Tactical Income solution targets progressively rising yields with each successive Risk Grade – up to 5.25%. Making it potentially suitable for clients whose investment objective is high income, with the opportunity for capital growth, but who demand control of portfolio risk. The solution uses Maximiser funds to boost yield.
With a UK asset allocation bias, this solution provides the client with flexibility to accommodate both pure DFA and passive exposure within each asset class, and the ability to vary the value and small cap tilt as appropriate.
Launched in 2013, our DFA Multi-Option UK Perspective solution offers a portfolio framework built around DFA funds with a UK focussed asset allocation. DFA base their fund management on the work of Nobel laureates Ken French and Eugene Fama. The solution incorporates Multi-Option functionality, offering Advisers the ability to tailor asset allocation and select between DFA or Passive fund selection by asset class.This solution is Strategic in nature; as such asset allocations are only changed on an infrequent basis, in response to structural issues.
With a Global asset allocation bias, this solution provides the adviser with flexibility to accommodate both pure DFA and passive exposure within each asset class, and the ability to vary the value and small cap tilt as appropriate.
Launched in 2013, our DFA Multi-Option Global Perspective solution offers a portfolio framework built around DFA funds with an unconstrained, global asset allocation. DFA base their fund management on the work of Nobel laureates Ken French and Eugene Fama. The solution incorporates Multi-Option functionality, offering Advisers the ability to tailor asset allocation and select between DFA or Passive fund selection by asset class.
Full replication of DT Strategic asset allocation mapped to Dynamic Planner RPQ.
The Dynamic Planner Risk Profiler from Distribution Technology is one of the most widely used in Advisor practice today. It specifies volatility limits for investors with different risk profiles, which we match across 10 Risk Grades. This solution incorporates our Multi-Option functionality, offering Advisers the ability to tailor asset allocation and select between Active or Passive fund selection at the asset class level. The solution has a five year track record.
Investing in Ethical funds with a Tactical view.
Our PIM Tactical Ethical solution comprises funds which are broadly Ethical in nature within asset allocations which are determined by our Tactical Asset Allocation Committee. The solution has a ten year track record, evidencing our established commitment to providing Ethical options for clients.
