Our experienced team of investment professionals take care of all aspects of the management of PIER portfolios:
- Investment and operational due diligence of all fund and ETF products used in the portfolios.
- Asset allocation review and adjustment based on our outlook for economies and markets.
- Rebalancing every quarter to ensure the portfolio remains at the specified risk level.
- Regular reviews of the underlying funds to meet strict cost and risk parameters.
- DFM regulatory reporting to the FCA.
- Negotiation and set up with leading UK platform providers to create a wide choice for advisers.
PIER Portfolios are a platform-based investment solution available through the following partner platforms: