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.
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
