CDA Conference
Paul Hogg
Created on September 30, 2024
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Transcript
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.
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