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
Our Services
At Alpha Beta Partners, we provide a comprehensive range of investment-led services designed to support adviser firms across portfolio construction, research, governance and ongoing oversight.
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Within this broader service offering, our in-house investment solutions provide a consistent, research-driven portfolio framework, while our partnership service enables adviser firms to work with us to shape a tailored solution aligned to their proposition and client needs.
In-House Portfolio Solutions
As an investment manufacturer, we design and build multi-asset portfolios using a disciplined, research-driven process supported by robust qualitative and quantitative analysis.
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Our manufacturing expertise includes:​
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Designing the underlying investment architecture
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Proprietary Dynamic Asset Allocation
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Strategic and tactical asset allocation
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Portfolio construction across defined risk parameters
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Fund selection and due diligence
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A proprietary Risk First approach to ensure suitability parameters are always respected
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Ongoing monitoring and risk oversight
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A transparent, repeatable and well-governed methodology
This forms the essence of our investment process, combining forward-looking asset allocation, skilled and research-led implementation and portfolio management with ongoing risk oversight to deliver consistent and dependable outcomes for investors.
As an investment manufacturer, we design and build multi-asset portfolios using a disciplined, research-driven process supported by robust qualitative and quantitative analysis.
Working in Partnership
with Advisers
For advisers who would like a solution shaped around their own client base or proposition, we offer a collaborative co-manufacturing service.
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This is a collaborative process where advisers contribute to the design parameters while we provide the investment manufacturing, research and regulatory oversight required to run the proposition.
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Co-manufacturing may involve:
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Joint development of a tailored portfolio suite
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Shared input into investment philosophy or risk parameters
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A joint investment committee structure
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A co-branded or white-labelled proposition
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Alignment to a firm’s specific client base or planning approach
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We retain responsibility for the investment management while working closely with adviser firms to create a proposition that reflects their business.
Why Alpha Beta Partners?
A stable investment framework is supported by experienced people, a disciplined process and comprehensive operational infrastructure, enabling advisers to focus on client relationships and planning.
Full Investment Service Range
We offer flexible investment services supporting adviser firms across portfolio design, implementation and governance, including model portfolios, bespoke solutions, fund research, risk oversight, ESG integration and consultancy support.
Integrated Systems and Oversight
We combine research, technology and operational governance to deliver a clear, efficient and repeatable investment process that supports adviser firms day-to-day.
Independent Research
The Fund Research Centre provides the independent qualitative research behind our active funds and model portfolios, including manager oversight, research-led fund selection, structured due diligence, watchlist governance and investment committee reporting, helping to underpin a disciplined and well-governed investment process.
Proprietary Investment Approach
Our core investment approach is built on a proprietary Risk-First philosophy, placing defined risk parameters and suitability considerations at the centre of decision-making. This approach is complemented by Dynamic Asset Allocation and ongoing monitoring to support portfolio outcomes.
Experienced Investment Team
Our in-house specialists across portfolio management, research, risk and client support, providing depth and continuity across every stage of the investment process.
Independent Recognition
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