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Investment Solutions
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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.
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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.
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OUR PROPOSITION
Asset Allocation
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.
An Autonomous Retirement
Sequence Risk
Selecting The Right Investment For Decumulation
Avoid being the turkey
12 reasons 2020
A tale of two tails
The return of sequence risk
ESG Lifetime
Withdrawal Risk
Calculating Annual Income
Secure income in Retirement
The tail wagging the pension income dog
Flexible yet Stable Retirement Income
Longevity Risk
When To Buy An Annuity
Living as long as Methusalah
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