Model Portfolio Service
Our Model Portfolio Service (MPS) gives you access to professional portfolio management from our most trusted, long-standing partners. These exclusive portfolios, encompass a range of portfolio options, including traditional, sustainable, ethical, and retirement portfolios. 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.
We’ve selected our most trusted partners to take on the role of Investment Manager. We ensure that recommended Investment Managers meet our high standards for robust research, clear investment aims and comprehensive process-driven solutions.
Why use an MPS?
An MPS is a portfolio of funds which are chosen, maintained, and monitored by a dedicated Investment Manager. They display all underlying funds clearly through a platform, so your client will be able to see all changes that take place.
Exclusivity
Our MPS are not available to the public, like funds, and can only be accessed in conjunction with advice from regulated financial planners.
Monitoring
The Investment Manager runs the MPS to meet agreed parameters (the mandate) to give your client the best chance of meeting their investment goals.
Rebalancing
The portfolio is carefully monitored to ensure the solution performs within the defined parameters and client risk profile by ‘rebalancing’ at regular intervals, or when certain triggers are met, at the Investment Manager’s discretion.
Discretion
Because it’s a discretionary arrangement, changes to the portfolio can be made quickly and without the need for your client to complete additional paperwork. This also means that the Investment Manager can act quickly to reduce risk, or take advantage of opportunities, when the macro-economic landscape changes.
Cost Savings
The scale of the MPS and the Investment Manager can often reduce underlying costs by accessing cheaper share classes.