Diversified Portfolios
PSigma rebrands managed portfolio service
Matthew Jeynes, 11 January 2012
PSigma has relaunched its discretionary investment management service with lower fees ahead of the Retail Distribution Review (RDR).
The new Managed Portfolio Service (MPS), which was previously called Wealth Management Solutions, will have a total expense ratio of 1.75 per cent and an annual management charge of 1 per cent.
The MPS, which will be offered to intermediary clients who wish to invest via pooled and collective funds, will have four strategic models, ranging from a cautious strategy, primarily designed to preserve clients' money, to a growth strategy that will take an aggressive approach to long-term returns.
Thomas Becket, CIO of PSigma Investment Management, commented, ‘We recognise that clients do not simply want to outperform inappropriate benchmarks; rather they want to achieve ‘real’ rates of return. We therefore manage MPS with inflation-plus benchmarks and targets.
‘We have also designed the strategies so that they are easy for both intermediary introducers and clients to understand. Aside from our inflation targets we have set maximum equity limits to allow investors to make an informed choice.’
PSigma Investment Management's CEO John Howard-Smith claimed the relaunch was aimed to take advantage of the expected impact of RDR, due to be implemented at the start of 2013, on independent financial advisers.
He explained, ‘With RDR encouraging many intermediaries to reconsider the feasibility of offering the full investment management process themselves, we firmly believe that our re-launched Managed Portfolio Service will prove a popular outsourcing solution.
‘We have been able to keep our costs lower through the sole use of institutional units and an increased use of (physically backed) passive funds.’
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