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.
It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.