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
Sustainability
Our Commitment to Sustainability
At Alpha Beta Partners, we are committed to operating in a responsible and forward-looking manner that delivers long-term value to all our stakeholders and supports positive outcomes for both people and the planet. We recognise that the allocation of capital has real-world impacts, and we take seriously our role in contributing to a more sustainable financial system.
Integrating Sustainability into Investment
We integrate material environmental, social and governance (ESG) considerations into our investment decision-making and ongoing monitoring processes, with the aim of identifying risks, uncovering opportunities, and enhancing long-term returns for our clients.
Our Research-Driven Approach
Our approach is grounded in robust research, active engagement with the companies and fund managers we invest in, and a commitment to transparent, evidence-based stewardship.
Partnering for Responsible Practices
​We believe sustainability is an integral part of prudent investment management. We seek to partner with organisations that demonstrate responsible practices, strong governance, and a willingness to improve over time.
Our Operational Commitments
In our own operations, we strive to minimise our environmental footprint, uphold ethical business practices, and foster a culture of accountability, inclusion, and continuous improvement.
These four pillars work in synergy to drive our comprehensive sustainability strategy, ensuring a holistic and impactful approach to responsible investment and operations.
Sustainability at Alpha Beta Partners
