Parmenion today expands the discretionary fund management offering on its adviser platform with the addition of portfolios from 8AM Global (8AM).
Comprising 11 risk-target-managed model portfolios, 8AM’s AQ MPS and AQ Sustainable MPS ranges will be fully integrated with Parmenion’s market-leading technology. This will mean advisers can select a high-quality, low-cost portfolio matched to their clients’ investment aims and attitudes to risk.
The portfolios available are:
- 8AM AQ MPS 3-8
- 8AM AQ Sustainable MPS 3-7
8AM Global provides data-driven managed portfolios for forward-thinking financial advice firms that value clarity, consistency, and fair cost.
Managed by a team of highly experienced and trusted investment professionals, the 8AM AQ MPS and AQ Sustainable MPS models adhere to a robust investment strategy. This is supported by 8AM’s established quantitative fund analysis and selection methodology.
Parmenion Chief Commercial Officer, Mike Morrow, commented:
“We have added several top-quality investment products to our platform over the last 12 months as we strive to make Parmenion the platform of choice for investors seeking DFM solutions for their clients. We think this latest addition of 8AM Global model portfolios will be welcomed by advisers looking for data-driven investment models. We admire the rigorous research, competitive costs and strong performance 8AM Global’s portfolios have demonstrated.”
8AM Global’s Head of MPS, Ash Weston, added:
“We’re excited to confirm the 8AM AQ MPS is now available on Parmenion’s award-winning adviser platform. Marking the 22nd platform connection for the AQ portfolios, this partnership means our straightforward and efficient investment methodology can reach more advisers than ever before.
The 8AM AQ MPS strategy is designed to provide value across a breadth of platform execution and custody environments, including the highly-rated Parmenion platform. We’re confident this is the start of a great combined service offering for advisers.”
This addition complements Parmenion’s existing DFM investment solutions which the firm has continued to build this year, partnering with a range of top-tier asset managers.
This is all part of Parmenion’s ambition to be the first choice for advisers seeking a ‘one-stop shop’ investment platform.
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.