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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.
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News-and-views

NEWS & VIEWS
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Investment Update June 2024
May proved a more positive month than April for risk assets. Notably, industrial commodities surged ahead with mainstream equities...

ABP Team
Jun 3, 20244 min read


Investment Update - May 2024
Overall, April marked further progress at portfolio level, although it must be noted that volatility made an unwelcome return. In a...

ABP Team
May 7, 20246 min read


Investment Update April 2024
The first quarter 2024 has been positive for investors in Alpha Beta Partners portfolios. March witnessed some important milestones –...

ABP Team
Apr 4, 20245 min read


Negative screening, have exclusions moved with the times?
Are the traditional areas of avoidance still fit for purpose? If responsible, principled driven investors still want to ‘do no harm’ do...

Sarah Warner
Mar 11, 20245 min read


Investment Update March 2024
Portfolio performance proved positive again in February. The hyperbolic nature of artificial intelligence inspired technology companies...

ABP Team
Mar 1, 20247 min read


A very modern feudal system?
Some of us recall the sense of excitement into the 1999 year-end. “Party like it's 1999” was the famous line from Prince’s number one...

ABP Team
Feb 19, 20246 min read


From Markowitz to Machine Learning- Navigating the Evolution of Asset Allocation Models
At its core, portfolio optimisation is a statistical tool designed to maximise the trade-off between risk and return. A crucial factor in...

Asim Javed
Feb 15, 20248 min read


Investment Update February 2024
The new year began as the old year ended – with positive momentum from equity markets fuelled by the allure of lower interest rates ahead...

ABP Team
Feb 5, 20245 min read


Artificial Intelligence and it’s Deployment within fund management
The past year has witnessed a massive explosion of interest in Artificial Intelligence (AI), not least driven by the hugely successful...

ABP Team
Jan 11, 20243 min read


Investment Update January 2024
We wish readers a happy new year. The much longed-for year-end rally pleased retail and professional investors alike and set the scene...

ABP Team
Jan 5, 20245 min read


Investment Update December 2023
Set against the backdrop of a cooling developed markets economy, we were all encouraged to see risk assets performing strongly during...

ABP Team
Dec 5, 20235 min read


Investment Update November 2023
October, so often the difficult month, delivered true to form this year. In October’s Investment Update we pointed to growing potential...

ABP Team
Nov 2, 20235 min read


Investment Update October 2023
Taming inflation is proving to be a drawnout process, despite the sharpest interest rate rises in 40 years. The result has been a tough...

ABP Team
Oct 4, 20235 min read


Nuclear Power, friend or foe, green or green washing?
‘Net Zero Isn’t Possible Without Nuclear. Confronting climate change means acknowledging hard realities. The world can’t decarbonize...

Sarah Warner
Sep 28, 202310 min read


Balancing Act: The Significance of Fixed Income in Multi-Asset Portfolios
Multi-asset portfolios, true to their name, are designed to achieve specific outcomes for clients- whether that’s generating total...

ABP Team
Sep 21, 202310 min read


Investment Update September 2023
After a more challenging phase in August risk assets clawed back most of their losses by month end, based on signs of a moderating US...

ABP Team
Sep 5, 20236 min read


Striking the Perfect Balance: Balanced-Income Portfolios
Balanced-Income Portfolios: Navigating capital stability and growth with a steady dividend income stream Balanced-income portfolios (BIP)...

ABP Team
Aug 24, 20237 min read


Big in Japan!
Unlocking the Rising Sun: Exploring the Appeal and Opportunities of the Japanese Stock Market :Executive Summary: Japan’s stock market is...

ABP Team
Aug 9, 20238 min read


Investment Update August 2023
In the movies it can sometimes be difficult to determine accurately the difference between “the dark Lord” and the “shining white...

ABP Team
Aug 4, 20235 min read


Investment Update July 2023
An allegorical text offers the reader a report with 2 possible meanings. In some ways, we identify an overlap with signals emitted by...

ABP Team
Jul 19, 20235 min read

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