Managed Portfolio Service

Overview 

The IBOSS Managed Portfolio Service (MPS) is an actively managed, discretionary investment solution, built exclusively for the financial adviser marketplace. The range consists of eight risk-rated model portfolios that mirror the excellent and highly successful Portfolio Management Service (PMS). Constructed in 2006 by Chris Metcalfe, Managing Director and Founder of IBOSS Limited, these model portfolios continue to offer excellent risk-conscious returns through the same, highly experienced, Investment Team.

Our MPS provides a practical and cost-efficient way to outsource the management of your clients’ investments, whilst aligning them to their long-term investment goals.

Included within the extensive support offered by the service, we can also provide white labelled quarterly updates to clients on your behalf, keeping them informed of current economic and market conditions, as well as any changes to their portfolios.

Key Features

• 8 risk-rated multi asset model portfolios, including a specialised equity portfolio
• Discretionary fund management
• Only available to professional financial advisers and planners
• Option to include our white labelled client communication service at no additional cost
• Completely independent fund selection
• Portfolio Construction cap at 0.65% OCF
• Currently available on Aegon, Novia and Standard Life
• Fund holdings rebalanced quarterly
• A competitively priced DFM charge of 0.2% +VAT
• Outstanding performance track record over more than 10 years*
• Extremely strong defensive characteristics
• Exclusive access to the Investment Team
• Benchmarked against the IA Mixed Investment Sectors

Launched

We launched the MPS under IBOSS Asset Management in November 2018 during the tenth anniversary year of IBOSS Ltd. Everything we do is driven by adviser feedback and many of our long-standing advisers were looking for a discretionary option to accommodate a different client demographic. Namely, a service that retains all the popular features of our tried and tested PMS, but with the administrative benefits of discretionary management.

Benefits to You and Your Clients

Effectively managing investments can be a challenging and time-consuming task, particularly under increasing, and ever moving, regulatory requirements.

Delegating investment responsibilities to us gives you more time to preserve client relationships, focus on individual financial planning requirements, as well as time to develop and grow your business. Meanwhile we focus on asset allocation, fund selection and re-balancing your clients’ portfolios.

Our discretionary service requires no client authorisation, a factor that suits both clients and advisers alike; from retirees who may not want to complete regular paperwork or professionals who simply may not have the time.

Our white labelled communications are included at no additional cost and, as our many testimonials will vouch for, it soon becomes an indispensable part of your client proposition.

Our client facing material is jargon-free, making it easy for clients to engage with and appreciate. The quarterly updates create a level of client involvement that makes them part of their investment journey. We believe this part of the service demonstrates great value in the adviser-client relationship.

Asset Allocation & Fund Selection

The IBOSS ethos remains the same across all our investment solutions, with rigorous quantitative and qualitative research. We aim to beat the relevant benchmarks over as many time periods as possible, with less than benchmark volatility, lower drawdowns and across all risk ratings.

The portfolios are built using a fixed strategic asset allocation to match the portfolio’s investment objective, the flexibility of the portfolios comes from a fund level through our tactical allocation, depending on market conditions and the appropriate risk metrics.

We invest across equities, bonds, property and cash, taking a highly diversified approach, holding between 35 and 40 funds in each portfolio. Each holding is established at a minimum 1% weighting and a maximum 4% weighting. Both onshore and offshore funds are considered.

We are not partnered or affiliated with any fund houses or groups; therefore, we are independent of outside influences, selecting funds from the whole of market and with no restrictions placed on us by third parties.

Furthermore, we are independently owned with no outside organisations influencing our investment decisions. This results in our Investment Team being able to select funds as they see fit, purely for the benefit of your clients’ investments.

We use no form of volatility parameters for any of our MPS portfolios, we believe these can push managers into making counter-intuitive decisions, especially in times of market stress. We also don’t consider the ratings of agencies, preferring to use our own proprietary research, including hundreds of manager meetings and fund update calls each year.

Performance 

The discretionary model portfolios mirror the IBOSS Limited Portfolio Management Service (PMS) existing portfolios, meaning simulated past performance can be used to demonstrate our excellent 10 year track record.* 

View our latest Monthly Performance Update for the MPS here. 

Research Tools

Our MPS portfolios are available on the industry led research tool Defaqto, data on Defaqto can be used to research our proposition, alongside your other criteria. 

In addition, five of our discretionary portfolios are reviewed and profiled by Dynamic Planner, with a mapping report available upon request.  

The main objective of the Dynamic Planner risk profiles and fund risk profiling service is to provide financial advisers and their clients with a meaningful measure of the long-term investment risk of fund strategies and a mechanism for selecting solutions appropriate for investor risk appetites and capacity for risk. 

*The past performance figures are from the Portfolio Management Service (PMS) provided by IBOSS Limited. The same data has been used for IBOSS Asset Management Limited’s discretionary offering, the Managed Portfolio Service (MPS), but with different share classes. The simulated past performance is not a reliable indicator of future performance.