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 two complementary investment services: Our in-house investment solutions provides a consistent, research-driven portfolio framework, while our partnership service enables adviser firms to shape a tailored solution with us.
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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Strategic and tactical asset allocation
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Portfolio construction across defined risk levels
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Fund selection and due diligence
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Ongoing monitoring and risk oversight
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A transparent, repeatable and well-governed methodology
This forms the core engine of the investment process, combining research, governance and portfolio management to deliver a consistent and dependable framework.
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.
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.
Proprietary Investment Approach
We apply dynamic asset allocation within a risk-first framework, ensuring portfolios remain aligned with objectives through changing market conditions.
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.
Full Investment Service Range
From tailored models to bespoke manufacture, fund selection, risk monitoring, ESG integration and consultancy, firms can draw on the level of support that suits their proposition.
Independent Research
The Fund Research Centre provides the independent qualitative research behind our active funds and model portfolios, including manager oversight, watchlist governance, research-driven fund selection and due diligence, and structured investment committee reporting, while also providing the transparent, fully physically backed research foundation for our active funds.
Independent Recognition
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