Paradigm Demo Version 2
Paul Hogg
Created on August 1, 2024
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Transcript
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.
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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
+ contact
+ testimonials
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.
+ delivery
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)
+ monthly
Value Analysis
Performance evaluation
+ quarterly
Market Updates
+ annually
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.