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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.

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Retirement Indices

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By client type:
For Advisers
For Discretionary Managers
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For Asset Owners


© COPYRIGHT 2012-21. ALL RIGHTS RESERVED.
  • WHO WE ARE
    • About
    • Contact
    • Events
    • Press
  • WHAT WE DO
    • Portfolio Solutions >
      • Our Portfolios
      • Custom Portfolios
      • Research Portfolios
    • Fund Solutions >
      • Our Funds
      • Custom Funds
    • Index Solutions >
      • Our indices
      • Custom Indices
    • SPECIALIST STRATEGIES >
      • Liquid Real Assets
      • UK Equity Income
      • Permanent Portfolio UK
      • All Weather Portfolio UK
      • Dynamic Risk Parity
      • Gold and Precious Metals
      • Enabling Net Zero
    • Research >
      • Investment Research
      • Regulatory Research
    • CPD
  • WHO WE HELP
    • Financial Advisers
    • Discretionary Managers
    • Asset Managers
    • Asset Owners
    • 中文
  • Insights