We make it easy to find investments, build portfolios and monitor performance over time. We help you make the most of our extensive range of investment options, so you can design tailored, scalable propositions that meet your clients’ needs.
Browse and compare investments, view fund information such as charges, holdings and objectives, and monitor performance in our research centre.
Build bespoke fund ranges at network, firm or individual adviser level.
Design, monitor and update models, unique to your clients, using simple model portfolio functionality - providing an efficient, repeatable and scalable investment process for your business.
Maintain the required asset mix without manual intervention. Rebalancing can be set up on an annual or quarterly basis.
See how the investments in your clients’ portfolios work together. Our portfolio scan functionality offers tailored reporting so you can see the asset mix, performance and holdings at a portfolio level.
For intermediaries only
Market snapshot podcast, April 2020
Listen to our investment team chat about the shape of recovery and whether or not we’re on track for a speedy recovery or a more persistent downturn. They consider the factors at play, progress to date and what the outlook is for asset classes.
Runtime: 18 minutes
For intermediaries and employers only
Market outlook webinar
Quarter three, 2020
Richard Whitehall, Head of Portfolio Management, assesses the shape of economic recovery (U, V, L, M or something completely different?), what factors are at play and the outlook for asset classes.
Runtime: 40 minutes.