Custom Portfolios
We help you research, design and build your multi-asset portfolios
We help financial advisers analyse, research and develop multi-asset model portfolios as part of an "insourcing" service.
We help you design, build and manage the portfolio ranges you want for your clients.
Model Portfolios are core to advisers' Centralised Investment & Retirement Proposition.
We work with discretionary managers and financial advisers to build the solutions they need in the format they need them.
Custom Portfolios are deliverable for advisers to offer as Advised Custom Portfolios or Managed Custom Portfolios.
These different formats can be aligned to suit end client needs, and to align with your permissions and operating model.
We help you design, build and manage the portfolio ranges you want for your clients.
Model Portfolios are core to advisers' Centralised Investment & Retirement Proposition.
We work with discretionary managers and financial advisers to build the solutions they need in the format they need them.
Custom Portfolios are deliverable for advisers to offer as Advised Custom Portfolios or Managed Custom Portfolios.
These different formats can be aligned to suit end client needs, and to align with your permissions and operating model.
Advised Custom Portfolios
For advisers running their own models, our Portfolio Analytics enables asset allocation insights, fund research, due diligence & ESG assessment to support you with the ongoing management of your portfolios on an advisory basis.
Managed Custom Portfolios
We provide support to discretionary managers running their own model portfolios.
For a turnkey solution, visit Elston Portfolio Management, a "ready-made" model portfolio service for financial advisers.
For a turnkey solution, visit Elston Portfolio Management, a "ready-made" model portfolio service for financial advisers.
Our investment design process
1 Focus on Objectives & Constraints
Understand return objectives, risk constraints, time horizon, and both base and reporting currency to develop an investment strategy for a given mandate.
2 Design appropriate Asset Allocation
Asset allocation is the main driver of the level and variability of portfolio returns. Back-test and stress-test the strategy. Consider tactical asset allocation parameters and regimes.
3 Implement efficient Portfolio Construction
Construct the portfolio based on given preferences, and with regard to ESG and Value For Money considerations. Provide ongoing analysis, monitoring and reporting.