Managed Portfolio Service
Our flagship range of portfolio solutions, carefully curated to meet the aims and preferences of long-term investors.
- The information on this page is only suitable for financial professionals.
- Past performance is no indication of future returns and investors could get back less than they pay in.
- There’s no guarantee that models or funds will meet their objectives.
- The value of investments can go down as well as up.
Our Outcomes Range
The Outcomes range from Parmenion Investment Management is a curated collection of portfolios that are proven, reliable and easy to explain, and crafted to deliver dependable outcomes for your core clients.
So, whether your clients want growth, ESG, income, 'cash-like' investing, or a mix, we've got what you need.
Going for growth
Creating the wealth that will provide long-term financial security for your clients requires patience, planning and expertise.
Our comprehensive range of growth solutions gets your clients’ money working harder towards that goal.
And if they want to match their investments with their ethical values, we can do that too.
Choose your approach
Our growth strategies give you options for investing purely in actively managed or passive funds, or a blended approach that aims to make the most of market opportunities while keeping costs down.
Match your client's money to their values
A wide choice of ESG growth solutions managed by our experienced and expert team lets clients dovetail their long-term growth goals and values.
For long term investors
All our solutions look to generate long-term capital growth through diversified portfolios of multiple asset classes from both developed and emerging markets.
Growth Solutions
In it for income
Most clients need to generate an income from their investments at some point. A regular and predictable yield can really help when planning their finances.
Or perhaps the priority is a secure income stream that will last through their retirement years.
Our drawdown and income solutions let you match their needs and risk profile exactly.
Two solutions for different income needs
We offer two distinct solutions. One focuses on generating a regular yield. The other aims to maintain the portfolio's ability to sustain withdrawals for as long as possible in income drawdown.
Takes a blended approach
A blend of active and passive funds spread across developed and emerging markets ensures you only pay for active management where it adds value.
Flexible withdrawal options
Depending on their objectives, and the solution, investors can choose to withdraw either a fixed £ or % amount, or the natural income generated by the portfolio.
Cash-like caution
For some investors, the priority is keeping their money safe. Maybe they have plans to use the money soon or need a place to hold cash for phasing into the market. Our low-risk, easy-to-access solution is designed to meet those needs.
Built with high quality AAA rated funds
Our portfolio is designed as a cash-like solution, built with the highest quality AAA-rated funds that only hold short-term money market deposits and securities.
Give your clients confidence
Our deep qualitative and quantitative research into how each fund is managed and how it handles helps give your clients confidence that your money is safe and easy to access.
Low risk, easy-to-access
It provides the opportunity to hold capital at low risk, with an appropriate return, ready for your client’s next move.
Outcomes+
Outcomes+ takes our core range of investment solutions to the next level. Strengthen your proposition and enhance client trust with co-branded supporting literature and reporting, putting your name to each portfolio solution in the Outcomes Range. This option is available exclusively for advisers using our Outcomes Range.
All solutions
Our Outcomes range is just one of the managed portfolio services we offer designed to fit your business and your clients. We can provide a more personalised portfolio solution that allows you to blend or choose between passive or active investment styles for different asset classes. Or you may be looking for portfolio solutions that focus on factor investing or mapped to third party risk profilers. We can match our expertise with your needs.
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