The portfolios are designed to deliver reliable risk and return separation of portfolios, achieved through an academically-robust, risk-based investment approach.
According to PortfolioMetrix, its proposition is different to most DFMs and model portfolio providers because it puts advisers at the centre of the investment relationship with their clients, which allows for a deeper client analysis, de-risks their business, and enhances productivity via improving efficiency.
Dave Chessell, PortfolioMetrix’s UK distribution director, said: “We aim to provide a compliance-focused, cost-effective and cost-efficient investment service that delivers what it promises.
“The ATS platform also has a strong emphasis on overall value, offering low cost, flexible charging and access to a wide range of carefully selected funds. This is why it’s the perfect partner for PortfolioMetrix.”
