IBOSS Investment Proposition
A robust and repeatable process demonstrable to both clients and regulators
IBOSS believe the best way to help investors meet their financial and business goals is through active portfolio management. As a practicing adviser you will be aware that all non-client facing activity effectively reduces the most valuable part of your time and that which is most appreciated by your clients – face to face meetings.
White labelled your business, our integrated proposition not only adds value for your clients but our exceptional investment proposition enhances your proposal in the wider market place. We can take away the time consuming jobs of asset allocating, fund selection and associated research collation. Importantly, unlike many competitor proposals, we understand many firms wish to remain fully informed about their portfolios, as such we provide timely, relevant updates as well as making sure you have the necessary research behind any recommended changes
There is an ever increasing pressure on the income streams of advisers and this pressure is likely to intensify further. We work in a genuine strategic partnership model with a select number of firms and our investment proposition is proving to be a differentiator between adviser firms by both their prospective and existing clients.
IBOSS Medium Risk Portfolio versus peer group
(Outperformance relative to benchmark)
A few of the main points of our investment philosophy:
(Equities - Fixed Income - Property - Money Market)
Portfolio Construction is based on long term asset class returns in conjunction with long term market trends
Quantitative research - data sourced from Analytics (Financial Express)
Qualitative research - e.g output from the many meetings with fund managers
Quarterly rebalancing (constant weighting method)
Emphasis on consistency of portfolio returns relative to benchmark - Information Ratio
Extensive use of the most pragmatic managers who can actively use multiple assets/regions
One of our core strategies is the use of multiple fund managers, all with different but high conviction investment approaches, where each can be successful over the medium to longer term, thus helping dampen volatility.
We have proven that diversification, in this case the use of several funds within an asset class, gives added value in the form of reduced volatility but without compromising performance. Over the last few years we have achieved an outstanding performance track record, whether measured on a risk/reward, discrete or cumulative basis.
To view the latest performance of the IBOSS Portfolio Management Service model portfolios click here
Portfolio Management Service - Monthly Performance Update
Our latest performance figures are available to view here, why not take a look; generally with out performance across the board we're sure you won't be disappointed.