Off the shelf passive portfolios
richallum
Administrator
I'm putting together a list of all the companies that provide this for a research project we're working and want to make sure I haven't missed anyone out. Would be grateful if you could comment on who you know is in this market and, if you've used any of them, what your experience has been like in terms of:
- quality of supporting material (internal & client facing)
- frequency of updates
- availability on platforms
- cost
- anything else.
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern.
Comments
What does off the shelf mean? Not DFM-based stuff?
@arongunningham at a simple level, provider of this service will:
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern.
Used these guys before in this space.
https://ebip.co.uk/
I'm keen to see list of providers in this field - how are someone like EBI remunerated?
defo worth a chat with these guys http://www.tcfinvestment.com/maps
Nicki at XPM could probably do something like this.
EBI, already mentioned
I think Abraham offers something like this
I don't know if you would include the Charles Stanley passive offering? Pan Asset
Matrix Solutions?
Parmeneon have something too I think. And Square Mile.
For them to rebalance/update, they would need to be a DIM and have access/custody of the portfolio, right?
Is one way @arongunningham or without DIM; portfolio changes can be rebalanced into at next adviser led engagement when the clients agreement is obtained.
That's what we're looking at for now. Companies that provide the research and updates and the adviser then implements the changes.
Thanks for all the other suggestions.
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern.
We use parmenion which offer several portfolios including ethical. All are risk aligned with DT