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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
Environment
ESG Analysis, Tracking & Management
We have implemented ESG analysis across our portfolio ranges to assess and manage the impact both positive and negative on the environment of our core investment activities. This entails establishing compliance with the UN Global Compact, key Principle Adverse Indicators, impact metrics (including alignment with the UN Sustainable Development Goals).
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We operate an environmental stewardship policy which includes a declaration regarding our anti-greenwashing responsibilities and promoting environmentally-responsible behaviour across operations and activities.
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