Research
Tailored Portfolio Service Adviser research findings
26 May 2021
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Tailored Portfolio Service
An enhanced investment proposition that's powered by Hymans Robertson Investment Services and delivered under your own brand.
What is the Tailored Portfolio Service (TPS)?
Our Tailored Portfolio Service (TPS) is a discretionary management service, offering customised model portfolio design and investment management to UK Financial advisers and their clients. TPS is underpinned by four fully integrated services:
- Mandate tailoring and design - we work with you to design tailored model portfolio mandates which are then delivered in your brand.
- Model portfolio management - as the DFM, we are responsible for running the portfolios on the platforms of your choice.
- Dedicated support and portfolio data insights - we provide exceptional levels of ongoing service and support, with access to our institutional expertise, technology and data.
- Investment communications - we provide accessible and insightful commentary, allowing advisers to effectively engage with their clients.
Our experience of working with Hymans on our Tailored Portfolio Service has been nothing but positive. Their investment expertise, culture and heritage really shines through, creating a great partnership and a solid differentiator.
Claude Carletide - Chantler Kent Investments
Tailored Portfolio Service
In this short video we explain how our Tailored Portfolio Service works on the platform(s) of your choice.
Why tailored?
Our tailored approach delivers all of the traditional benefits of outsourcing. These include operational and administrative efficiencies, risk reduction, and the potential for improved investment outcomes. If you are considering outsourcing, a solution constructed specifically for your business can deliver so much more than using ‘off the shelf’ alternatives. Explore the sections below to understand why.
Tailored to your client requirements
Carefully designed portfolios for your client sectors, complete with PROD target market definition and documentation. Working together, we’ll agree an integrated, documented approach to responsible investment. We’ll also work to meet agreed investment cost targets.
Tailored to your advice process
Model portfolios designed to fit with your advice process and your decumulation approach. We can also align portfolios to your chosen risk profiler.
Tailored to your requirements
We adapt to meet your business requirements alongside the regulatory environment that you work in. Model portfolios are delivered with your branding, on the platforms you choose.
Tailored to your practices, investment resource and expertise
We offer flexible reporting, training and communications support to help you work effectively with your clients.
Why Hymans Robertson Investment Services?
Our parent is an independent partnership that has been established for 100 years, serving many large institutional clients. HRIS is calling upon all of its parent's experience and expertise to bring an exceptional investment service to UK advisers. Unlike other discretionary fund managers, we specialise exclusively in tailored model portfolios.
What makes HRIS different?
Click on the statements below to find out more.
We deliver using institutional best practice, that stands up to scrutiny
Our standards, formed using institutional best practice, stand up to scrutiny. We're obsessed with implementing efficiently, combining active, passive and factor-based funds. Our clients benefit from the scale and influence associated with our parent company who has over £250bn of assets under influence.
This is all that we do
When it comes to client solutions, tailoring is the key. In fact, we’d go as far to say that the one-size-fits-all approach doesn’t really fit anyone. The same goes for our partnerships – proactive and interactive, our service fits around the needs of your clients and your business.
We apply a huge amount of experience, resource and data
Our team brings a wealth of experience, resources, data and analyses to power your proposition. Our in-house capabilities create a consistent repeatable and robust approach - we call it the “golden thread”. For example, your proposition will make use of the Economic Scenario Service model or our unique longevity data set provided by our parents.
Featured Insights
You can read our latest insights below. We've recently launched our Adviser research findings - click below to download.
Insights
Get in touch
If you have any questions or want to find out more about our Tailored Portfolio Service please don't hesitate to get in touch.
Meet the HRIS team
For Professional and Intermediary Clients Only
Hymans Robertson Investment Services LLP is authorised and regulated by the Financial Conduct Authority. One London Wall, London, EC2Y 5EA, telephone number 020 7082 6000. You can find it on the FCA register under firm reference number 927111.
The value of investments and the income from them may go down as well as up and neither is guaranteed. Investors could get back less than they invested. Past performance is not a reliable indicator of future results.. Changes in interest rates may also impact the value of fixed income investments.
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