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
Equality, Diversity & Inclusion
At Alpha Beta Partners, we recognise that diversity and inclusion (D&I) are critical to building a resilient and forward-thinking investment management business. As stewards of capital, we serve a diverse range of clients and believe that diverse teams make better decisions, enhance performance, and build trust in the industry.
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Our commitment is to foster a workplace where differences are respected, equity is pursued, and everyone has the opportunity to thrive — with a specific focus on addressing the gender and minority background imbalance in investment management.
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As a diverse team, we will not tolerate discrimination or harassment, and at Alpha Beta we are fully committed to promoting equal opportunities, diversity and inclusion both in what we do and how we do it.
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We operate a DEI policy and several initiatives that cover all aspects of our company operations, how we treat those who work for and with us, and how we recruit or engage others to work with us.
What is Equality, Diversity and Inclusion?
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Equality requires us all to treat everyone equally and fairly, with equal opportunities and rights.
D
Diversity recognises that this world is full of differences and that these differences have value, and should be positively embraced. It is important for differences to be recognised and responded to positively, with the importance of equality in mind.
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Inclusion is the practice of including people in a way that is fair for all, values everyone's differences, and empowers and enables each person to be themselves and achieve their full potential and thrive at work.
UK Law, Protected Characteristics and Types of Discrimination
UK employment law focuses its protection on nine characteristics. The current 'protected characteristics' are:
Age
Marriage and Civil Partnership
Religion or Belief
Disability
Pregnancy and Maternity
Sex
Gender Reassignment
Race
(including colour, ethnic origin, national origin, and nationality)
Sexual Orientaton