Managed Portfolio Service
Outsourcing portfolio management decisions to an investment manager is becoming increasingly popular, but also an incredibly crowded market, with many providers now providing an “off-the-shelf” service.
The evolution of discretionary managed solutions has been quick, particularly over the past few years, Mansard has witnessed a shift in thinking from both advisers and discretionary fund managers (DFMs). This trend is typically forced by regulatory restrains, cost of management, or as part of a long-term investment approach.
Our managed portfolio service is run on a discretionary basis, but it is not an “off-the-shelf” solution. Instead with work in conjunction with our intermediary partner to build out bespoke risk-rated portfolios, ensuring our partners and their client’s interests are aligned.
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Creating a bespoke “Managed Portfolio Service” helps retain partnerships with existing managers that you and you clients have forged a relationship. We take into account your current fund universe and existing fund partners. We add value by providing a “white labelled” service that is unique to you and exclusively available to your clients.
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Each risk rated portfolio holds a range of asset classes to maintain diversification, taking advantage of market opportunities and ensure they are not directly correlated to equity or bond markets. Our objectives are to help our partners grow their businesses through better portfolio optimisation, allowing each adviser to focus on their core business and provide a better outcome for their clients.
Contact us to discuss your portfolio needs in more detail and how we can help build a customised solution.