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
Modern Slavery Statement
Why This Matters
The UK Modern Slavery Act (the MSA) came into force in 2015. At the time, it was the first act of its kind to globally seek to extensively address the definition and enforcement of modern slavery crimes as well as the struggle of victims of such crimes. It also included the effort to address the role that complex supply chains have in masking the connection of global business to modern slavery around the world.
Our Ethical Commitments
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At Alpha Beta Partners, we conduct our business ethically and with integrity.
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Alpha Beta Partners maintains due diligence when it comes to all organisations that we commence business activities with.
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Alpha Beta Partners is a responsible business and pays fair remuneration for work undertaken. Alpha Beta Partners is committed to the prevention of modern slavery, in all forms, both within Alpha Beta Partners and in our supply chains.
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Alpha Beta Partners acquires goods and services without causing harm to others.
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Alpha Beta Partners will not do business with suppliers involved in any form of slavery.
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Alpha Beta Partners considers the risk of slavery or human trafficking occurring within the business or supply chain to be low. However, we do recognise that a certain type of supplier (such as those who employ lower-wage staff) can present a higher risk of slavery and human trafficking.
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Alpha Beta Partners has processes in place to minimise the risks of human exploitation in any form occurring within its activities and operations. This includes maintaining a register of all business and supply relationships and ensuring that the appropriate due diligence in terms of their corporate behaviour and governance is undertaken. This due diligence involves establishing each company’s modern slavery statement and protocols, and their ESG practices / policies.
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As part of the screening undertaken for socially responsible and sustainable investing, human right violations and exploitation are among our areas of exclusion. Likewise, social inclusion and social equality are some of our positive themes that we look to invest in. We use the United Nations Sustainable Development Goals to identify opportunities where we can aim for all people to enjoy peace and prosperity. We also ensure that our portfolios are compliant with the UN Global Compact.