Paradigm Demo Version 2

Far from generic...

Let's go!

Partnering for clarity

Balancing Client Needs, Compliance, and Well-being

Can you do more with less?

Why do clients seek advice?

60%

of advised clients have cited an emotional reason than a financial reason for hiring an adviser, according to Morningstar surveys in 2023

Money worries

29%

Nearly a third of UK adults reported feeling stressed about money, highlighting the toll on client wellbeing.

34%

Financial worries are a major source of anxiety, with over a third of UK adults experiencing it according to the survey by the Mental Health Foundation 2024

“Why Do Investors ‘Break Up’ With Their Financial Advisor?” - Morningstar 2023

Why do clients leave?

62%

Perceived quality of relationship & communication

11%

Unhappy with returns

17%

Cost of services

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Increased engagement

Three-quarters of financial advisors (76%) from across the industry have sought to increase their engagement with clients due to current economic conditions Edward Jones 2023

Reduces Stress: Understanding the investment strategy can help clients stay calm during market volatility.Lowers Anxiety: Regular updates keep clients informed and address concerns before they fill your inbox.Boosts Reassurance: Knowing their investments are being regularly reviewed and optimised provides comfort.

The Benefits of Regular contact

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Regular, clear communication from a financial advisor can have a positive impact on mental well-being, trust and perceived value.

For the adviser, repeated client engagement will:

• Build trust and strengthen client loyalty.
• Create repeat business and referrals.
• Provide you with the information you need to provide appropriate ongoing oversight - easily.

By staying informed and having open communication with a financial advisor, client's can gain a sense of understanding of their investment strategy and reinforce the benefits of short-term optimisation to hit long-term goals.

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And yet most MPS providers...

Speculative

Opaque

Inconsistent

High Cost

Introducing8AM Global

Systematic, bias free, client confidence

Peer data

Output

Input

Bespoke

Global

Classic

ESG

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every fund in every sector; optimised for value and consistency

Every month we analyse every IA sector member to ensure we have a complete, whole-of-market view as to what's working and what isn't.Every two months objectively, and dispassionately re-evaluate every fund as well as our portfolio allocations versus every possible alternative, clearly communicating the rationale behind any subsequent changes

Systematic

Bottom 80%

Next 10%

Top 10%

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Bias free fund selection

Jargon free & evidence-based

Client confidence

Low AMC, hybrid constituents

Cost effective

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8AM Investment Principles

Evidence-based

Transparency

Consistency

Low Cost

ThePartnership

Partnering for success

Your goals, our data: Bespoke investment strategies

Classic

White Label

Co-branded MPS

Pre-built MPS

Partnership

Bespoke MPS

+ platforms

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10 minutes well spent...

Short & simple client reporting

What's happening in the markets

Does the client feel comfortable?

Asset allocation changes & rationale

Fund switches & rationale

Is it on track to meet your client's goals?

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Let's craft the perfect investment experience for your clients.

We'll work with you to understand your investment philosophy and ideal client profiles. Then, build a custom solution that's aligned to your vision. This includes bespoke client reports, asset allocation frameworks and fund selection – everything you need to deliver exceptional results.

Starting at 0.10% AMC

Tailored

+ the process

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What can be tailored?

Fund Selection

Risk Management

Asset Allocation

Reporting

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Data driven & bias free

Our flagship evidence-based MPS, co-branded with your look and feel. Designed to deliver consistent, gradual outperformance against IA SectorsCustom reporting to help support client relationships - with no increase to AMC

White Label

0.15% AMC

We're all ears

8AM have been powering MPS since 2006.Speak to one of our investment specialists to see how we could help support your investment proposition

You’re in good company...

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The process

From initial discovery through to implementation, we work closely with our partners to construct a truly bespoke solution, utilising a tried & tested framework

Discovery

Understanding your requirements, goals & existing approach.

Proposal

Due diligence, service proposal, draft agreement & factsheet design.

Review

Deep dive into investment process, risk framework & mechanics.

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Sign off

The newley formed JIC finalise all documentation & mandate.

Implement

8AM build & connect portfolios to platforms ready for client allocation.

ongoing delivery

Factsheets

Joint IC

Rebalance (at minimum)

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Value Analysis

Performance evaluation

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Market Updates

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Attribution analysis

Client switch reporting

Newsletters

Face to FaceJoint IC

Data-driven fund selection

Rigourous, unbiased and powered by the UK's leading fund data houses.Our proprietory framework can be tailored around your expert knowledge.Whether you're looking to strengthen your existing foundations or re-build from the ground up.Our experienced team is on hand to help deliver a compliant and transparent investment proposition - tailored to your requirements

Portfolio admin, whole of market research & record keeping

A full suite of services run as standard

Platform coverage

We work with over 23 platforms, securing the best funds & shareclasses by leveraging our existing AUM

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 on hand to listen to your requirements, understand your goals & see if there's a good fit.

Sector gears

Responsive adjustment

• We have a " gears " system that helps us quickly adapt our investment searches.
• Allowing the Investment Team to select the scenario ‘gear’ of each sector we invest in as either ‘Defensive’ or ‘Neutral’.
• Instead of waiting for bad data to show up, we can adjust our search based on new information or potential risks.
• This system uses momentum (how a sector has been performing) as a key factor.
• We track a sector's performance over 3, 6, and 12 months to get a complete picture.

VS

Incoming Fund

Selected from the top 10% of funds in the sector and scoring higher than the outgoing fund

Outgoing Fund

Falling outside of our acceptable threshold, the fund is sold dispassionately

Risk Profiler

Whether driving a long term view or informing short term positioning, data from your preferred solutions can drive, steer or benchmark

8AM

Macro insights from our CIO, MPS Peers and 3rd Party research houses providing a sounding board for joint investment comittees

Adviser Firm

Bringing your experience, knowledge and insights to help inform decision making, asset allocation and portfolio implementation

Non prescriptive

Open architecure that works

We work with all major risk profilers and ratings agencies to help our clients build bespoke risk management tolerances.Whatever the framework, definition or segmentation - you won't need to make a wholesale change.We'll make sure portfolios adhere to the target.

Video & Web

A library of interactive resources to help support conversations with clients, elevate your brand and engage with prospects

Switch Reports

Bi-monthly client-facing literature that clearly explains the rationale behind changes to the AQ model portfolio suite

Factsheets

Light touch or full re-build, we've been creating white label solutions since 2006 & will work with you to create something truly exceptional

Standard Switches:We remove funds from the AQ portfolios when their score falls outside of our acceptable range.Replacement funds score higher, allowing the portfolio to be optimised to best fit the current market conditions.Responsive Switches: Sometimes, even if a fund is performing within an acceptable range, we might identify external factors suggesting it's time for a switch.

Clear desicions

Edward Jones announced its survey findings in May 2023, revealing three-quarters of financial advisors (76%) from across the industry have increased their engagement with clients due to current economic conditions in the United States.