Clarity & Consistency not Clairvoyance
Demystifying investment management for you and your clients
Let's go!
Intro
8AM reduce unwanted human bias from the investment process by replacing the abstract “group think” of other providers with data and refined processes.
Here's a short video summary of how we do it.
+ info
&
What would you like to know?
Click the links below to find out more about the 8AM approach
Who are 8AM?
About us
What to expect
Optimisation
The AQ Process
How does it work?
Methodology & ethos
Video
MPS Peer Analysis
Clear rationale
Results
2023 Highlights
What our clients say
Report Sample
Key stats
Testimonials
Contact
About us
8AM Global is a boutique asset manager obsessed with designing and operating the best MPS solutions in the marketplace. Founded in 2006, the 8AM team has focused almost entirely on the development and provision of MPS since 2015.
+ info
How does it work?
The AQ system screens every fund within each IA sector. Each fund is reviewed using a series of factors, to create a ranking relative to all other members of the sector
+ info
Whether scheduled or performed reactively, the AQ investment process follows the same five
steps:
Rebalancing
Communication
Research
risk assessment
Due diligence
Action
Performance Since Launch - December end 2023 vs Peer MPS
Peer group
We have sampled 700+ different MPS strategies and collated their data to last year end. Grouped by risk outcome and displayed using a ‘box and whisker’ This highlights the potential range of returns (whisker) alongside the concentration of 50% of the total distribution of returns surrounding the median (box).
+ info
Key stats
Highlights from 2023
Average outperformance of 8AM AQ portfolios vs IA sector benchmarks during 2023.
46,368
Funds screened
Crystal balls used
1,669,248
Data points
12.83%
Outperformance
We're all ears
If you’ve got a question for one of the team or want to start a conversation via email, get in touch via the links below.Our inbox is always open.
You’re in good company...
+ info
Evidence-based fund selection
Each month, we capture data on every fund in the Investment Association. We produce detailed, relative ranking tables to create clear evidence for fund selection and straightforward data to use in our reporting.
+ info
Action
Newly agreed changes are instructed with each of the 23 platforms that host the AQ MPS.
Risk assessment
The Investment Team meets to ensure the new picks do not misalign the portfolio risk levels with its assigned risk profile, and adjusts the allocations as required.All potential portfolio alterations are checked relative to our target strategic allocations, as well as the underlying fund exposures. Data is submitted to Dynamic Planner for approval – additional risk profilers receive data in quarterly arrears.
Win rate
77.6%
ROLLING 12 MONTH FUND SELECTION WIN-RATE VERSUS SECTOR AVERAGE
Source: FE Fundinfo & 8AM Global Limited – 01.11.2017 – 31.12.2023
Monthly observed rolling 12 month data - AQ fund picks versus relevant sector as binary win/lose outcome expressed as a percentage. Some sectors not in use throughout ‘since launch’ period – during periods of sector removal win/lose data has been removed from statistics. Back-testing performed using ‘walk forward’ methodology performing for ‘standard switches’ without use of ‘responsive’ – funds replaced based on fund with best score that had adequate platform availability and fund size.
Evidence-based investing
8AM AQ MPS
We offer two ranges of risk-rated investment portfolios, managed by an experienced team and designed to help your clients reach their investment goals using three key principles; Clarity Consistency Cost
AQ can operate with different areas of focus, allowing the investment team to select the scenario ‘gear’ of each sector that we invest in; ‘Defensive’ or ‘Neutral’. These ‘gears’ allow the Investment Team to focus the sector screening on data that’s relevant and responsive to current market conditions
+ more
Communication
Advisers are updated on any new changes made in our ‘Portfolio Change Report’, via our online portal and direct email reporting.Reports include full change rationale for any fund alterations as well as justification of any asset allocation changes.
Due diligence
The Investment Team thoroughly reviews AQ's data and flags any potential fund modifications. It identifies all new potential funds, scrutinizing fund size, liquidity, underlying exposures, retail appropriateness, and platform availability...
Research
The Investment Team is responsible for updating and checking the AQ system to generate all fund scores and raw data for the committee. During the initial part of the committee meeting, any independent research or macro analysis is reviewed, and any changes to the AQ sector 'gear' are decided as part of this stage.
Book a discovery call
Book an appointment in just a few simple steps. All you need to do is pick your date and time and fill in your details. Then, we'll be there on the other side of the screen to show you around.
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Transcript
Clarity & Consistency not Clairvoyance
Demystifying investment management for you and your clients
Let's go!
Intro
8AM reduce unwanted human bias from the investment process by replacing the abstract “group think” of other providers with data and refined processes. Here's a short video summary of how we do it.
+ info
&
What would you like to know?
Click the links below to find out more about the 8AM approach
Who are 8AM?
About us
What to expect
Optimisation
The AQ Process
How does it work?
Methodology & ethos
Video
MPS Peer Analysis
Clear rationale
Results
2023 Highlights
What our clients say
Report Sample
Key stats
Testimonials
Contact
About us
8AM Global is a boutique asset manager obsessed with designing and operating the best MPS solutions in the marketplace. Founded in 2006, the 8AM team has focused almost entirely on the development and provision of MPS since 2015.
+ info
How does it work?
The AQ system screens every fund within each IA sector. Each fund is reviewed using a series of factors, to create a ranking relative to all other members of the sector
+ info
Whether scheduled or performed reactively, the AQ investment process follows the same five steps:
Rebalancing
Communication
Research
risk assessment
Due diligence
Action
Performance Since Launch - December end 2023 vs Peer MPS
Peer group
We have sampled 700+ different MPS strategies and collated their data to last year end. Grouped by risk outcome and displayed using a ‘box and whisker’ This highlights the potential range of returns (whisker) alongside the concentration of 50% of the total distribution of returns surrounding the median (box).
+ info
Key stats
Highlights from 2023
Average outperformance of 8AM AQ portfolios vs IA sector benchmarks during 2023.
46,368
Funds screened
Crystal balls used
1,669,248
Data points
12.83%
Outperformance
We're all ears
If you’ve got a question for one of the team or want to start a conversation via email, get in touch via the links below.Our inbox is always open.
You’re in good company...
+ info
Evidence-based fund selection
Each month, we capture data on every fund in the Investment Association. We produce detailed, relative ranking tables to create clear evidence for fund selection and straightforward data to use in our reporting.
+ info
Action
Newly agreed changes are instructed with each of the 23 platforms that host the AQ MPS.
Risk assessment
The Investment Team meets to ensure the new picks do not misalign the portfolio risk levels with its assigned risk profile, and adjusts the allocations as required.All potential portfolio alterations are checked relative to our target strategic allocations, as well as the underlying fund exposures. Data is submitted to Dynamic Planner for approval – additional risk profilers receive data in quarterly arrears.
Win rate
77.6%
ROLLING 12 MONTH FUND SELECTION WIN-RATE VERSUS SECTOR AVERAGE
Source: FE Fundinfo & 8AM Global Limited – 01.11.2017 – 31.12.2023 Monthly observed rolling 12 month data - AQ fund picks versus relevant sector as binary win/lose outcome expressed as a percentage. Some sectors not in use throughout ‘since launch’ period – during periods of sector removal win/lose data has been removed from statistics. Back-testing performed using ‘walk forward’ methodology performing for ‘standard switches’ without use of ‘responsive’ – funds replaced based on fund with best score that had adequate platform availability and fund size.
Evidence-based investing
8AM AQ MPS
We offer two ranges of risk-rated investment portfolios, managed by an experienced team and designed to help your clients reach their investment goals using three key principles; Clarity Consistency Cost
AQ can operate with different areas of focus, allowing the investment team to select the scenario ‘gear’ of each sector that we invest in; ‘Defensive’ or ‘Neutral’. These ‘gears’ allow the Investment Team to focus the sector screening on data that’s relevant and responsive to current market conditions
+ more
Communication
Advisers are updated on any new changes made in our ‘Portfolio Change Report’, via our online portal and direct email reporting.Reports include full change rationale for any fund alterations as well as justification of any asset allocation changes.
Due diligence
The Investment Team thoroughly reviews AQ's data and flags any potential fund modifications. It identifies all new potential funds, scrutinizing fund size, liquidity, underlying exposures, retail appropriateness, and platform availability...
Research
The Investment Team is responsible for updating and checking the AQ system to generate all fund scores and raw data for the committee. During the initial part of the committee meeting, any independent research or macro analysis is reviewed, and any changes to the AQ sector 'gear' are decided as part of this stage.
Book a discovery call
Book an appointment in just a few simple steps. All you need to do is pick your date and time and fill in your details. Then, we'll be there on the other side of the screen to show you around.