26 Aug 2020
The portfolios are predominantly constructed from RSMR rated funds, blended together to produce different levels of risk to suit all types of investors. They provide access to expert, independent fund research and portfolio construction in one outstanding package, combining strategic asset allocation, including key inputs from specific third parties, with our established fund selection and portfolio construction methodology.
We’ve been working with financial advisers since 2004, helping to deliver the right investment solutions to match the needs of all investors. We take a long-term, considered approach to investing your client’s money and we look to add considerable value, demonstrating the significance of your advice.
We’ve been creating portfolios for over 10 years and have consistently delivered positive real returns. Our Active 2-10 range offers nine portfolios across multiple wrap platforms, all underpinned by our reputation and market leading research and constantly monitored by our highly experienced and talented team.
We work in partnership with advisers and share the same goal; finding the right investments for your clients. We provide specialist knowledge in the selection and management of investments and we recognise the challenges thrown up by an evolving regulatory environment. The Active 2-10 Portfolios can be mapped to match existing risk profiling tools giving you choice and flexibility and they are backed by our unrivalled experience and track record in supporting UK advisory firms, forming an integral part of your Centralised Investment Proposition.
We meet fund managers across the globe to monitor whether the funds that we rate continue to meet our exacting standards and have the processes in place to deliver the best performance in their specific sectors and regions worldwide and we use the same rigorous research processes that support our fund ratings.
Our approach to the construction of the portfolios begins with an asset allocation linked to the risk profiles, we then combine funds to form a portfolio within each profile by setting parameters and building around that framework, taking a longer-term view.
Our investment team meet on a quarterly basis to discuss our asset allocation views and how these may affect the portfolios, considering the various rates of return that we expect from different asset classes over the long term and based on a normal economic cycle. We draw information and data from a wide range of industry sources to form a consensus of the investment factors which may drive future returns.
These opinions and those of our business partners, Benchmark Capital and Schroder, are aired in a quarterly committee so that we have a broad view on asset classes and a constructive debated approach. The asset allocations increase in volatility incrementally over the nine risk profiles, based on a medium to long-term view. Assets are split into the broad categories of Fixed Interest, Equities, Alternative Investments, Cash and Property and provide the flexibility to allocate between different sub-asset classes. Our quarterly debates form the basis of our strategy, but we continually assess new information and how this may affect our approach.
We work in partnership with you to benefit the end investor and your business. There’s no substitute for in-depth conversations with clients that provide an understanding of how much risk and volatility investors are prepared to accept. Our portfolios have been designed to fit into and complement your existing process, allowing you to focus on the areas where you add most value.
The portfolios are monitored and adjusted on an ongoing basis. Your clients want to understand and compare performance, so we use the appropriate IA sector averages as benchmarks, providing comparisons with similar portfolios from other investment managers. We look at the underlying funds and the portfolios as one entity, how they’ve performed in terms of return and risk and, in comparison to the benchmark. We report and comment on positive and negative performance of individual funds and signal any fund changes that need to be made.
Investment mandates and portfolio factsheets are available to support the portfolios, alongside our quarterly reporting and newsletter for investors. We also publish a weekly topical broadcast, providing great content for your client conversations.
On the RSMR Hub you can find out more about our approach and how we can help shape your client proposition. You’ll also find all the documents you need from T’s & C’s to the online application form. The digital sign up process is quick and effortless, and we’ll be in touch with your welcome pack and platform access details, guiding you to the next stage of the process.
To find out more and to sign up go to https://www.rsmr.co.uk/managed-portfolio-service/
This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and investors may get back less than they invest.
RSMR MPS is provided by RSMR Portfolio Services Limited. RSMR Portfolio Services Limited is a limited company registered in England and Wales under Company number 07137872. Registered office at Number 20, Ryefield Business Park, Belton Road, Silsden BD20 0EE, RSMR Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority under number 788854. RSMR is a registered trademark.