We are delighted to mark our 10 year anniversary and have issued the media release below.
Five inflation-adapted portfolios offer a new solution for advisers Elston Consulting (“Elston”), the independent investment consultant for financial advisers, is today pleased to announce the launch of five inflation-adapted portfolios available for licensing to wealth managers and financial advisers. Celebrating its 10-year anniversary, Elston is also expanding the business with the addition of two senior professionals to the team. Comprising five risk portfolios defined by equity risk, the inflation-adapted portfolios incorporate a value/income tilt within equities and use risk-constrained real asset and absolute return strategies as alternatives to bonds. The new investment portfolios underscore Elston’s continued dedication to innovating solutions for advisers. Elston today also announces the expansion of its talent base with the appointments of two senior industry professionals Hoshang Daroga, CFA as Investment Director and Scott Adams as Head of Adviser Relations. Founded by Henry Cobbe in October 2012, Elston has grown to become one of the leading independent investment consulting firms for financial advisers providing support to investment committees on their investment proposition. Henry Cobbe, Head of Research at Elston Consulting, commented: “We are delighted to welcome Hoshang to Elston, where his extensive experience, knowledge and skill will be of huge benefit to all the solutions we offer to advisers. Among them is our newest innovation, the inflation-adapted portfolios. We know advisers and their clients are looking for ways to rethink the traditional 60/40 model to mitigate the impact that inflation has on portfolios – particularly on bonds. We hope this new strategy will help meet this need.” Hoshang Daroga, Investment Director at Elston Consulting, added: “I am thrilled to be joining Elston at an exciting time for this fast-growing and dynamic business. Advisers are under increasing pressure to deliver for their clients against an incredibly challenging backdrop. In my role as Investment Director will help advisers we work with deliver agile and innovative solutions delivered in any required format – portfolios, funds or indices – using our research, analytics and insights.” Scott Adams, Head of Adviser Relations at Elston Consulting, added: “I am delighted to be joining Elston to help adviser firms we work with innovate for their clients with the enhancement of their investment proposition. I am glad I can leverage my long-term industry experience to help solve real-life problems for advisers as they adapt their business models.” About Elston Elston is an investment solutions provider designing portfolios, funds and indices for UK wealth managers and financial advisers. Examples of Elston-designed solutions are below: Elston Portfolios: Elston Portfolio Management offers portfolios designed by Elston Consulting: the Elston Global Diversified range of 5 risk-rated model portfolios, and now the Elston Inflation-Adapted Portfolios which are designed to improve inflation resilience. Elston launched its first model portfolio – a Charity Multi-Asset Income portfolio in 2015. Custom Portfolios: Elston designs, build and delivers custom portfolio for wealth managers and financial advisers using its research, analytics and insights. Funds: funds that track Elston indices include VT Elston Liquid Real Assets Index Fund, VT Elston Multi-Asset Income Fund and VT Munro Smart-Beta UK Dividend Funds (which tracks the Elston Smart-Beta UK Dividend Index. Indices: In addition to the indices above, Elston administers the following indices: Elston Equal Weight Portfolio Index, Elston Dynamic Risk Parity Index, Elston Gold & Precious Metals Index and the Elston 60/40 GBP Index. Elston launched its first index in 2014 and is a FCA-registered benchmark administrator. All trademarks are the property of their respective owners. -ends- Comments are closed.
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