Alpha: r² Discretionary Service
Alpha: r² by Walker Crips is available as an MPS, Bespoke, or Platform service. Each portfolio is designed to provide high quality relative outperformance, for a given level of risk.
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:
- Understanding drivers of past performance to shape future returns
- Ensuring Value at Risk (VaR) is deliberate and diversified
- Stress-testing portfolios to uncover hidden risks.
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 Suite
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;
- Aviva
- Novia
- Transact
- Standard Life
- Fidelity Funds Network
If you are a professional adviser and would like more information or an Agent Terms of Service and Business, please call 0800 160 1608 or email [email protected]
If you would like to locate a professional adviser, please visit www.unbiased.co.uk
Defaqto ratings
Alpha: r² is offered direct through Walker Crips, or via platform.
- Available using direct equities and bonds, and collectives or collectives-only
- Accessible with a minimum investment of £2,000 (collectives-only) or £15,000 (direct equities /bonds/collectives)
- Monthly factsheets
- Online access
- No minimum fee or account management/opening charges.
As well as GIAs, Alpha: r² is obtainable in a range of tax-efficient forms, such as ISAs, offshore bonds and SIPPs.
