Benefits to You and Your Clients
Effectively managing investments is a challenging and time-consuming task, particularly under the increasing and ever changing regulatory requirements.
Delegating investment responsibilities to us gives you more time to focus on your client relationships, as well as developing your business. Meanwhile, you have the piece of mind of knowing that your client’s investments are being closely monitored regularly on your behalf.
Our discretionary range 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 quarterly white labelled client communications can be included at no additional cost and, as many advisers and planners who use the services of IBOSS have vouched for in our case studies, they often become an indispensable part of a client proposition.
We strive wherever possible to make sure our client facing material is jargon-free. This makes it easier for clients to engage with the service and we regularly receive positive feedback from them on the simplicity and clarity of our communications. The quarterly updates create a level of client involvement that makes them feel part of their investment journey. We believe this part of the service helps demonstrate the great value in the adviser-client relationship.
Read about our white labelled client communication service in more detail here.
Asset Allocation & Fund Selection
The IBOSS investment philosophy remains the same across our investment solutions. We place an emphasis on diversification, risk adjusted returns and defensive characteristics, enabled by rigorous quantitative and qualitative research.
We aim to beat the relevant benchmarks over as many periods as possible, with less than benchmark volatility and lower drawdowns, 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.
Read about our investment philosophy in more detail here.
