For Discretionary Managers
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 benchmark? The Elston 60/40 GBP Index is a regulated benchmark for multi-asset investors.
Custom Index Solutions
We can help you design and build an appropriate custom index strategy.
Case study
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.
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 benchmark? The Elston 60/40 GBP Index is a regulated benchmark for multi-asset investors.
Custom Index Solutions
We can help you design and build an appropriate custom index strategy.
Case study
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.