The Portfolio Management Service (PMS) is provided by IBOSS Ltd, which is not regulated by the Financial Conduct Authority.

The contents of this website are aimed at professional financial advisers and not investors. If you are an investor please click here for more information about how to access our services.

Overview

The Portfolio Management Service (PMS) is our original investment solution and was launched in November 2008 by IBOSS Ltd. It was built specifically for the adviser marketplace as an actively managed model portfolio service, run on an advisory basis.

The range consists of ten risk-rated portfolios, seven core portfolios and three specialised portfolios focusing on income, equity and ethical investments. Originally constructed in 2006 by Chris Metcalfe, Managing Director and Co-Founder, the model portfolios continue to deliver strong risk adjusted returns.

The portfolios are reviewed on a quarterly basis, with white labelled review documents sent to clients on your behalf. This keeps them informed of current economic and market conditions, as well as proposed changes to their portfolios.

 

Key Features

  • 7 core risk-rated multi-asset model portfolios
  • 3 specialised risk-rated multi-asset model portfolios
  • Managed on an advisory basis
  • Only available to professional financial advisers and planners
  • Includes white labelled client reviews
  • Completely independent fund selection
  • Fund holdings re-balanced quarterly
  • Very competitive charging structure
  • Long term performance track record
  • Extremely strong defensive characteristics
  • Exclusive access to the Investment Team
  • Benchmarked against the IA Mixed Investment Sectors

Research Tool Availability

Platform Availability

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 knowing that your client’s investments are being closely monitored regularly on your behalf.

Each February, May, August and November, your clients will receive white labelled review documents from us. The quarterly correspondence carries your company’s branding, not ours, and is sent via email. Then in only a few simple steps your clients can authorise the recommended changes to their portfolios. Additionally, clients can access their account at any time to view up-to-date valuations (Old Mutual Wealth plans only) of their policies on the PMS and they also have the option to alert you to any changes in their circumstances via a comments box.

Detailed management information is sent out to you throughout the review period, enabling you to keep track of non-respondents or update us with any new client contact details.

Our white labelled review service often becomes an indispensable part of a client proposition, as many of the advisers and planners who use the services of IBOSS have vouched for in our case studies.

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 reviews 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.