The models are closely aligned to the industry-standard multi-asset WMA benchmarks, allowing them to fit seamlessly into advisers’ client profiling.
Having invested in advanced portfolio analytics, the strategy of Alpha: r² is crafted with risk management at its core and is led by Gary Waite and Andrew Morgan. Drawing on their backgrounds in institutional fund management, the portfolio managers’ approach to risk encompasses three parts:
As well as formal risk control and analysis on each model for example VaR, Information Ratio and Tracking Error, the portfolios are also subject to 'informal' risk controls regarding trigger events such as management changes, automatic stop-loss reviews and corporate actions.
The managed portfolios are not prescriptively rebalanced on a monthly or quarterly basis, rather, the managers will invest in line with their economic and market views, and position the portfolios accordingly.
Alpha: r² bespoke portfolios are designed to be flexible and align with your client's specific circumstances. Each of our six core portfolios are available in an ethical or higher income variant. Each portfolio has a customisable allocation of assets including UK Equities, Overseas Equities, Bonds, Alternatives, Infrastructure and Cash.
We also offer ten ready-made MPS portfolios, varying from low to high risk, including ethical and higher income options.
Alpha: r² is available on the following platforms;
As well as GIAs, Alpha: r² is obtainable in a range of tax-efficient forms, such as ISAs, offshore bonds and SIPPs.
Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, may fall as well as rise and the amount realised may be less than the original sum invested.
Walker Crips Group plc (Old Change House, 128 Queen Victoria Street, London EC4V 4BJ), registered in England, registered number 1432059, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited registered in England number 4774117 member of the London Stock Exchange, Walker Crips Wealth Management Limited registered in England number 3790291, Ebor Trustees Limited registered in England number 3514268, Barker Poland Asset Management LLP registered in England and Wales number OC341149.