Multi-asset risk managed portfolios designed to meet the personal investment objectives of your clients
The Risk Managed Portfolios
The Cornelian Risk Managed Portfolios are a range of actively managed, unconstrained portfolios designed to align with your clients' personal investment objectives and the amount of risk they feel comfortable with.
Cornelian Risk Managed Portfolios are created by investing in funds that are actively managed to align with different risk profiles and invest in a wide range of different assets. We have extensive experience in creating portfolios to meet the needs of clients and use a wide range of underlying investments to provide the broad diversification across geography and type of investment required to fulfill the objectives of the portfolios.
Why are these portfolios unconstrained?
Many funds are placed within the Investment Management Association sectors. To be included within these sectors funds must comply with various requirements relating to investments and asset classes which act as restrictions on an investment team. The Cornelian Risk Managed Portfolios are not constrained in this way, and our fund managers are free to invest with a clear focus on the investment and risk objectives of each portfolio.
What does the Cornelian Risk Managed Portfolio service 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
- TER no higher than 2.00% on all portfolios
Benefits to the Financial Adviser
- A quality investment solution across your client base or to client segments
- Delivery of institutional quality investment process
- 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
- Funds accessible via a wide range of platforms