Tilney targets advisers with ‘smart beta’ range

Added 1st December 2016

Tilney for Intermediaries is planning the launch a new range of ‘risk graded, low cost multi-asset funds’. In the first quarter of 2017.

Tilney targets advisers with ‘smart beta’ range

The range will combine an active asset allocation overlay with investment through ‘smart beta’ funds.

Tilney said the launch is in response to what it says is growing demand from financial advisers for lower cost investments, but without the ‘inherent limitations’ of deploying solely through traditional passives.

The range will make use of a ‘new generation of smart beta or advanced passive strategies’ that have emerged in recent years, which re-weight baskets of investments on variety of criteria other than just market capitalisation, as with traditional passives.

Such weighting factors can include book value, dividends, earnings, cash flow and balance sheet strength.

Miles Robinson, Head of Tilney for Intermediaries said: “There’s a clear increase in demand from advisers for lower cost investment solutions, but many advisers also recognise there are significant drawbacks with traditional passive products, which leave their clients assets fully exposed to the risks of valuation bubbles and also losses in overall market downturns.”

“In developing an innovative solution for financial advisers, we plan to combine the same discipline and successful approach to active asset allocation which has proven successful with the existing Multi-Asset Portfolio fund range, with investment selection that makes use of the ‘next-generation’ of passive investment strategies,” Robinson continued. “Use of these strategies will enable us to better reflect our thematic views, while mitigating the costs and uncertainties associated with selection of actively managed funds. The portfolios will represent an evolution in the market from the plethora of traditional passive-only, multi-asset funds.”

Kames Income Hub

home_research_centre

Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

Square Mile Research

Premier Multi Asset Global Growth - Alex Farlow
Premier Multi Asset Global...

Talking Factsheets is a video service for users...

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

Alex Sebastian

News editor

Alex joined Portfolio Adviser in April 2014 and has been a financial journalist since 2008. He has previously held editorial positions at the Financial Times Group and Euromoney Institutional Investor. Alex is NCTJ qualified and has a degree in economics from the University of Sussex.

Profiles

Viewpoint

Investment Strategy

Feature

Tweets

Events

PA Dublin October 2017
PA Dublin October 2017

Tuesday 10 October
Westbury Hotel, Dublin

PA US 2017
PA US 2017

Tuesday 17 October
Furniture Makers' Hall

PA Channel Islands November 2017
PA Channel Islands November 2017

Tuesday 14 November
Royal Yacht Hotel, Jersey

PA Alternative Ucits November 2017
PA Alternative Ucits November 2017

Tuesday 7 November 
Furniture Makers' Hall

Sponsored Content

OTHER STORIES FROM LAST WORD...