ALPHA: r² is available as
MPS
Our best ideas
Bespoke
Tailored to your particular requirements
Platform Service
Available on multiple platforms
Each portfolio is designed to provide high quality relative outperformance, for a given level of risk.
The models are closely aligned to the industry-standard multi-asset WMA benchmarks, allowing them to fit seamlessly into advisers’ client profiling.
Having invested in advanced portfolio analytics, the strategy of ALPHA: r² is crafted with risk management at its core and is led by Gary Waite and Andrew Morgan. Drawing on their backgrounds in institutional fund management, the portfolio managers’ approach to risk encompasses three parts:
- Understanding drivers of past performance to shape future returns
- Ensuring Value at Risk (VaR) is deliberate and diversified
- Stress-testing portfolios to uncover hidden risks.
As well as formal risk control and analysis on each model for example VaR, Information Ratio and Tracking Error, the portfolios are also subject to ‘informal’ risk controls regarding trigger events such as management changes, automatic stop-loss reviews and corporate actions.
The managed portfolios are not prescriptively rebalanced on a monthly or quarterly basis, rather, the managers will invest in line with their economic and market views, and position the portfolios accordingly.
ALPHA: r² Suite
Alpha: r² bespoke portfolios are designed to be flexible and align with your client’s specific circumstances. Each of our six core portfolios are available in an ethical or higher income variant. Each portfolio has a customisable allocation of assets including UK Equities, Overseas Equities, Bonds, Alternatives, Infrastructure and Cash.
We also offer ten ready-made MPS portfolios, varying from low to high risk, including ethical and higher income options
We also offer ten ready-made MPS portfolios, varying from low to high risk, including ethical and higher income options
ALPHA: r² is available on the following platforms:
- Aviva
- Novia
- Transact
- Standard Life
- Fidelity Funds Network
Defaqto has reviewed and profiled our portfolios against the Defaqto risk profiles. The main objective is to provide you and your clients with a meaningful measure of the long term investment risk of our fund strategies.