ßetafolio evidence-based model portfolios and client-ready content for financial planners

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1 evidence-based model portfolios and client-ready content for financial planners

2 Intelligent Model Portfolios Betafolio takes the hassle out of advisers investment processes by offering access to evidence-based portfolios. Betafolio is a clear alternative to expensive, poorly performing DFM services and multi-asset funds. Its consistent, repeatable and robust process gives advisers full control of client outcomes. Adviser's Alpha Low Cost Global Diversification Risk Rated Our ongoing portfolio monitoring and governance frees up the adviser s time to focus on what s really important to their clients. The adviser delivers huge value by helping clients avoid behavioural mistakes that often damage returns. The typical ongoing charge on the portfolios is 0.25%pa. So clients have the best possible chance of meeting their goals, while keeping costs as low as possible. All the portfolios are globally diversified, which means that they are less susceptible to countryspecific risk. They re able to capture returns across different markets. The portfolios are mapped to FinaMetrica Risk Scores and can be mapped to any risk profiling tool. They re rigorously tested to make sure they stay within the specified risk/return parameters. by

3 Elegant Client-Ready Content We also provide client-ready articles, factsheets and visual aids for advisers to educate clients on this evidencebased approach to investing. Betafolio offers access to client-ready content that advisers can share with clients without any need to check with compliance. No industry gibberish! No questionable and mind-boggling forecasts. Just simple, insightful stuff in plain English. You can pick whichever ones you want, add your own logo, put it on your website, include in your newsletters, share on social media it s yours to do whatever you want with. We ll add new content every month. We ll present a fresh perspective on the latest debates on evidence-based investing. by

4 Sound Investment Principles Our investment process is guided by time-tested investment principles, decades of academic research by renowned economists and practices of leading institutional investors. #1. Markets Work #2. Portfolio Structure Drives Return #3. Costs Matter #4. Behaviour Counts. Discipline Pays Off Eugene Fama Nobel Prize in Economics (2013) William Sharpe Nobel Prize in Economics (1990) by Daniel Kahneman Nobel Prize in Economics (2002) Harry Markowitz Nobel Prize in Economics (1990)

5 Portfolio Snapshot The table below shows a snapshot of the portfolios as at 31st December, 2016 by *Detailed allocation to each fund is hidden to prevent infringement.

6 Performance Summary The proof of the pudding is in the eating. Here s how Betafolio compares to multi-asset portfolios constructed by the Masters of the Universe. The Efficient Frontier charts above show the level of return delivered across each portfolio range against the volatility taken to deliver this return. The Efficient Frontier curve shows how investors are being rewarded for volatility. These charts show that Betafolio systematically outperformed these popular multi-asset fund ranges on a risk-adjusted basis. Data from FE on 02/01/2017 by

7 The Package We offer 2 pricing options for advisers, depending on their requirements. Betafolio+offers a more comprehensive service. Core VAT/mo 750+ VAT/mo 10 risk-rated model portfolios Investment philosophy & process documents Portfolio factsheets (updated quarterly) Monthly client-ready articles Ongoing portfolio governance Unlimited phone & support 10 risk-rated model portfolios Investment philosophy & process documents Portfolio factsheets (updated quarterly) Monthly client-ready articles Ongoing portfolio governance Unlimited phone & support Annual rebalancing on platforms* Investment committee meeting *Up to 150 clients on 2 platforms included. Additional costs may apply if number of clients or platforms exceed this. by

8 Contact Us Tel: Mobile: Web: Offices: Interlink Express Building, 3A Wollaston Way, Basildon, Essex SS13 1DJ Enhancing Adviser s Alpha. Delivering Better Client Outcomes. by