The IBOSS DFM MPS

Effectively managing investments is a challenging and time-consuming task for any financial planner, 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.

The IBOSS Discretionary Managed Portfolio Service (DFM MPS) offers four ranges of model portfolios – Core, Passive, Decumulation and Sustainable.

Built specifically for the financial planner marketplace, our MPS is designed to empower advisers with the tools they need to manage and optimise their clients’ investments more effectively.

By providing access to affordably priced and expertly managed portfolios, we ensure adaptability to the ever-evolving market conditions. With an extensive selection of 32 portfolios, advisers have the flexibility to accurately match their clients with investment solutions that resonate with their long-term financial aspirations, risk tolerance, and specific investment goals.

*OCF caps apply to portfolios 0-6 only and are subject to the availability of preferred share classes.

Learn More.

Brochures.

Platform Availability.

Available on Aegon ARC and Aegon Platform (previously Cofunds)

Research Tool Availability.

A copy of the EValue risk mapping report can be found on our Adviser Portal, if you do not have access to our portal please contact jack@ibossltd.co.uk for a copy of the report.

*Dynamic Planner – Core only | Defaqto Risk Ratings – Core/Passive/Sustainable only | FE MPS Directory – Core/Passive /Sustainable only | EValue – Core/Decumulation/Sustainable only

Ratings & Awards.

We have been awarded several prestigious accolades for our MPS, which includes being the only DFM provider to win the five star award from FT Adviser for four consecutive years. Click here to read about them all or click here for Defaqto’s DFM Star Rating factsheet.

Defaqto 5 Diamond Rating applies to Core range only.

If you would like a copy of the full 17-page assessment report by AKG on IBOSS, please get in touch.

Investment Philosophy

All four MPS ranges follow the same IBOSS investment philosophy that is consistent across our solutions and has been tried and tested for over 15 years.

Our philosophy is centred on constructing highly diversified portfolios aimed at outperforming their benchmarks with minimal volatility and across various periods; aiming to balance performance with risk, especially in volatile markets. Our goal is not only to safeguard assets but to also seize opportunities that such conditions may present, this approach has enabled us to consistently deliver risk-adjusted returns since launch in 2008.

Our dedication to this philosophy reflects our belief in a proactive, rather than reactive, investment approach and embodies the pursuit of long-term investment success with a smooth and stable investment journey.

Read more about our investment philosophy here

Why IBOSS?

Included within the extensive support offered by the MPS, we can also provide white labelled quarterly updates to clients on your behalf. This keeps them informed of current economic and market conditions, as well as fund changes to their portfolios. 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 believe this part of the service helps demonstrate great value in the adviser-client relationship and makes them feel part of their investment journey.

Read more about our award-winning service and communications here