Research philosophy
Our in-house research team identifies, analyses and monitors the best investments to enable us to preserve and grow your clients’ money over the long term and respond quickly to market events. Here, we give an overview of our investment process and the philosophy behind it.
Investment philosophy
By partnering with us, you’ll benefit from an investment philosophy that has been honed over more than 25 years. Our philosophy is based on some key principles, which support our commitment to meeting your clients’ financial needs and aspirations. They include:
Investing in assets for the long run
Balancing risk and return
Seeking attractively valued growth opportunities
Protecting against inflation
Being cost conscious
Investing responsibly
Responsible investment
For clients with environmental, social and good governance (ESG) preferences, it’s reassuring to know that responsible investment is one of our three pillars of sustainability.
We can incorporate ESG factors into our investment decisions, and are committed to being active stewards and responsible owners of your clients’ assets.
For core holdings, our Research team will vote at company meetings and engage with management on priority material issues, including ESG issues.
Our services
We offer a range of services to help you meet the needs of each client.
Managed Portfolio Service (MPS)
Since 2008, more than 1,000 advice firms have signed up to use MPS, attracted by strong investment performance and a constant focus on client satisfaction.
Key information
Passive Plus MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning research team.
Key information
Sustainable MPS
Our Sustainable MPS gives your clients the opportunity to utilise funds that exclude exposure to certain controversial sectors and seek to invest in companies that have a positive societal and environmental impact
Key information
Voyager Risk Rated funds
Our Voyager Fund Range follows the investment approach of MPS but in a unitised structure.
Key information
MI Select Managers funds
Our MI Select Managers funds hold multiple segregated mandates under one fund structure with the aim of improving operational and cost efficiency.
Key information
Discretionary Fund Management
Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
