Centralised Investment Proposition (CIP)
Our CIP, known as the Succession Investment Matrix, delivers a comprehensive risk-controlled framework, facilitating a breadth of choice across a range of investment styles including Active, Blended, and Passive, across Traditional and Responsible asset allocation mixes. The Succession Investment Matrix is constructed with leading global fund management houses and specialist niche investment managers.
Our Matrix has been developed in conjunction with our independent risk and research partners to create an optimum solution; founded on significant academic research, emphasising strategic asset allocation, diversification, strict cost control and automated portfolio rebalancing.
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Succession Model Portfolio Service
Our Model Portfolio Service (MPS) offers exclusive access to a diversified portfolio of funds, specifically targeting performance within Succession’s mandate known as the ‘Succession Investment Parameters’. These parameters are meticulously crafted over 120 years of historical data, leveraging two benchmarks — the IA Sectors and ARC PCI —to enable thorough comparisons against the broader fund and model universe.
The MPS proposition consists of seven ranges, including Active, Blended, Passive, Sustainable Active, Sustainable Systematic, Ethical Active, and Decumulation. Mandated investment managers are carefully selected based on their unique skill sets, providing ‘Best in Class’ thinking around asset allocation.
Each is designed to offer a truly diversified investment strategy based on a client’s investment objectives and tailored to the assumptions that support their financial plan.
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