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Far from generic...

Data driven investment strategies, tailored to you and your clients

Price & Value

0.15%

Low cost AMC

0.36%

Average OCF

Low AMC, hybrid constituents

Price & Value

Top Decile against peersConsistent, incremental alpha Value clearly evidenced

= AQ

Price & Value

June 2020 - June 2024 vs Peer MPS

76.12%

Transparancy of process - Rolling 12 month win rate

Products & Services

23

Available on the majority of platforms

Models in each range

Consumer Understanding

Portfolios are optimised every 2 monthsAll changes and adjustments explained in clear and simple reporting

Fund switches

Asset allocation

Risk alignment

Consumer Understanding

A rules-based framework, that's easy to follow

Above 20% = Sell

Next 10% = Review

Top 10% = OK

Available as White Label

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.

Consumer Support

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.

Your goals, our data: Bespoke investment strategies

Classic

White Label

Co-branded MPS

Pre-built MPS

Tailored

Bespoke MPS

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...