Our investment reports are changing

Collage of pages from our Ethical Profile B Quarterly Solution Report, on a blue background

From April 2024, you’ll see a whole new look to our quarterly investment reports.

Following feedback from advisers, we’ve streamlined our reporting to make it more focused and easier for you to use.

Gone is the 70+ page catch-all Quarterly Investment Report and the need to search through to find the information you and your clients need. 

Instead, you’ll have access to:

  • Individual factsheets for all the solutions QIR previously covered (you'll find these on the platform).
  • Quarterly solution reports for an in-depth look at our core solutions 
  • Our new quarterly Macro Outlook will bring you the views of the Parmenion Investment Management team on the prospects ahead and where we sit in the economic cycle.
  • Every January, a ‘bumper edition’ of the Macro Outlook will cover our Strategic Asset Allocation for the year ahead. 

Meanwhile, a new and improved Investment Quarterly is where you’ll find the returns across Risk Grades for all our solutions – all with 3 month, 6 month, 1, 2, 3 and 5 year views.

You’ll find asset allocations across the Risk Grades on the relevant factsheets while Fund OCF and Yield by Risk Grade can be found on Portfolio Builder and on the IMRs.

While you get used to our new reports, keep this quick information finder to hand. It’ll help you get straight to the info you need: 

Let us know what you think

If you have 2 minutes, please let us know what you think of our new reports. It'll help us make them even better going forward.

Speak to us and find out how we can help your business thrive.