Threesixty teams with Square Mile to launch model portfolios

Added 28th June 2016

Financial adviser support services firm Threesixty has appointed Square Mile to launch a range of five ‘outcome-focused’ model portfolios.

Threesixty teams with Square Mile to launch model portfolios

Each mandate will seek to deliver investment returns aligned to one of five objectives: capital preservation, inflation protection or one of three income levels, said the firm.

“This goes well beyond simply pegging an investment solution to a client’s attitude to risk,” said Phil Young, managing director of Threesixty.

“We are pleased to see advisers now looking for more specific investment solutions,” he said. These new investment solutions, with alternative, outcome focussed investment objectives, such as capital preservation (real or nominal) or income generation, are designed to meet this demand.”

Young added that his firm’s due diligence showed that Square Mile were well positioned to deliver this range for Threesixty’s client firms. “We spent several days on site auditing their processes and interviewing their team as part of this,” he said.

The model portfolios will be comprised of open ended funds, reviewed on a quarterly basis, and the portfolios will be risk aligned to match definitions of Threesixty’s investor profiler tool. Supporting commentary and research will be provided by Square Mile.

The portfolios will complement Threesixty’s existing Strategic Growth and Tactical Growth portfolios, which aim for capital growth across a range of investor risk profiles, said the firm.

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