INVESTMENTS
Risk Controlled
We have partnered with leading fund managers to give you direct access to a range of Risk Controlled solutions designed to help you to consistently deliver better client outcomes through access to cutting-edge strategic asset allocations and risk profiles , enhanced governance , and oversight and transparent performance reporting . For greater oversight , our Risk Controlled solutions utilise reporting from Hymans Robertson , Defaqto and SimplyBiz Investment Services . We currently have Risk Controlled solutions available for clients seeking both capital growth and those seeking an income in retirement .
Multi-Asset & Single Asset
Our in-depth Multi-Asset and Single Asset Researched Fund Lists were designed by our Investment Committee , in partnership with Defaqto , to be bespoke and exclusive to our Members and clients . In addition to quantitative research , Defaqto produce a broad range of Diamond Ratings as well as Fund and ESG Reviews to provide valuable qualitative insights
Outputs :
SAAs FOR GROWTH & INCOME
Outputs :
DFM MPS
Whether you are looking to access DFM Model Portfolio Services via a platform or directly , our Investment Committee has designed in-depth research lists with underlying quantitative research , a broad range of qualitative rating from Defaqto , as well as MPS and ESG reviews , which provide qualitative insights into how specific investment solutions operate .
Partners : Outputs :
Bespoke panel service
We can offer a bespoke panel service , powered by Defaqto . Get in contact for details .
Learn more Visit our website to learn more about SIS and its services , speak to our Adviser Services team on 01484 439 100 or email Investmentservices @ simplybiz . co . uk
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