Discretionary Platform Portfolios
Objective
We aim to achieve investment performance that delivers a real return for clients and matches or exceeds their expectations, but only through exposure to an appropriate and agreed level of risk.
Structure of the Portfolios
The Portfolios are aligned to cover risk ratings 3 through to 10 on the Novia risk scale but can be calibrated to a range of risk profiling tools. Cornelian are happy to provide assistance with this.
They offer a multi-asset, diversified solution and are actively managed to remain consistent with the client’s specified risk tolerance.
What do the Cornelian Discretionary Platform Portfolios offer?
- Investments diversified across a broad range of assets held within the funds
- Multi-asset portfolios unconstrained by investment benchmarks
- Investment portfolios designed to meet a comprehensive range of personal investment objectives and risk tolerances
- Investment management by a team of highly experienced investment professionals
- Active management of investments held within the funds
- Target TER no higher than 2.00% on all portfolios
Key Benefits to the Financial Adviser:
- Ability to deliver a quality investment solution across your client base or to client segments
- Delivery of institutional quality investment processes
- Reduction in investment risk and increased consistency of process within your business
- Reduction in investment research to enable more time to spend with your clients
- Comprehensive service and support
For further information on the Cornelian Discretionary Platform Portfolios, please contact us
Click here to download the Cornelian Discretionary Platform Portfolios Brochure (218Kb)
Cliick here to download the Cornelian Discretionary Platform Portfolios Asset Allocation (403Kb)