Investment Solutions
Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
OUR PROPOSITION
Asset Allocation
LIFETIME PORTFOLIO
AB LIFETIME PORTFOLIO
The objective of AB Lifetime is to provide the returns associated with a growth focused multi-asset portfolio in the medium to long term, while also smoothing equity returns to mitigate sequence risk.
Alpha Beta Partners, Whole Money and leading academics from City Business school have collaborated to develop a unique approach to tackling sequence risk and providing smoother longterm investment returns. Alpha Beta Partners act as the Investment Manager while Whole Money Limited look after the investment research and product development business and are IP owner.
Asset Allocation
As at 31 March 2024
Alpha Beta Partners - 'Thought Leaders in Decumulation’
Managing the new risks a client will face when in decumulation is a challenge even for the most experienced professional adviser.
Alpha Beta has teamed up with leading academics and retirement income specialist Whole Money to provide a suite of solutions and the latest research, all focused on the specific issues that arise when in decumulation.
We hope you find the following short articles helpful when considering decumulation.
OVERVIEW
The New Risks Faced When In Decumulation
Decumulation Building Resilience
Accumulation VS. Decumulation Portfolios Nov 2020
An Autonomous Retirement
Decumulation The Hardest Problem In Finance
The Importance of Annual Review
