Your investment solutions partner
How we can help
We can help Discretionary Managers the analytical resource and experience to provide actionable insights and ideas, together with the tools to build, deliver and monitor your proprietary multi-asset model portfolios govern to provide a high quality Centralised Investment Proposition and Centralised Retirement Proposition.
What we can offer
We provide the following services to Discretionary Managers:
Research
We can provide asset allocation & fund selection (active, passive, ESG & ETF) research services to help discretionary managers design and build their proprietary model portfolios.
Analytics
We provide detailed portfolio analytics and insights to assist discretionary investment managers evaluate their strategies.
Our Portfolios
We offer "off the shelf" research portfolios for you to monitor, track or adapt.
Custom Portfolios
We help you design, build and manage the portfolio ranges you want for your clients.
Our Funds
We can offer a unique share class to DFMs accessing our "off the shelf" multi-asset strategies.
Custom Funds
We can work with you to create the funds you need on a turnkey basis to deliver unitised portfolios, custom strategies, & targeted access to required exposures.
Our Index Solutions
Need a straightforward multi-asset benchmark? Our Elston Multi-Asset Indices for GBP investors has 5 risk profiles: 20%, 40%, 60%, 80% and 100% Equity. Available on Bloomberg, FE and Morningstar.
Custom Index Solutions
We can help you design and build an appropriate custom index strategy.
Research
We can provide asset allocation & fund selection (active, passive, ESG & ETF) research services to help discretionary managers design and build their proprietary model portfolios.
Analytics
We provide detailed portfolio analytics and insights to assist discretionary investment managers evaluate their strategies.
Our Portfolios
We offer "off the shelf" research portfolios for you to monitor, track or adapt.
Custom Portfolios
We help you design, build and manage the portfolio ranges you want for your clients.
Our Funds
We can offer a unique share class to DFMs accessing our "off the shelf" multi-asset strategies.
Custom Funds
We can work with you to create the funds you need on a turnkey basis to deliver unitised portfolios, custom strategies, & targeted access to required exposures.
Our Index Solutions
Need a straightforward multi-asset benchmark? Our Elston Multi-Asset Indices for GBP investors has 5 risk profiles: 20%, 40%, 60%, 80% and 100% Equity. Available on Bloomberg, FE and Morningstar.
Custom Index Solutions
We can help you design and build an appropriate custom index strategy.
Case studies
Since September 2020, we provide research, analytics and insights to Elston Portfolio Management to deliver ready-made portfolios. Elston Portfolio Management is a trading-style of P1 Investment Management.
Since April 2023, we provide research, analytics and insights to Magnus, the discretionary manager in the Wren Sterling Group.
We also provide research, analytics and insights to discretionary managers in the north, north-west and Thames Valley.
From June 2016 to June 2020, we helped Novia Financial plc develop its Discretionary Manager capability under the Copia brand. This included repositioning existing portfolios, and designing, building and assigning the Copia Select and Copia Retirement Income portfolios.
Since April 2023, we provide research, analytics and insights to Magnus, the discretionary manager in the Wren Sterling Group.
We also provide research, analytics and insights to discretionary managers in the north, north-west and Thames Valley.
From June 2016 to June 2020, we helped Novia Financial plc develop its Discretionary Manager capability under the Copia brand. This included repositioning existing portfolios, and designing, building and assigning the Copia Select and Copia Retirement Income portfolios.
What next
To book an initial free-of-charge consultation (subject to eligibility criteria) to understand your requirements, please complete the Contact form below.