Parmenion Investment Management

Our in-house experts are amongst the best in the business. We’re Gold Service Rated by Defaqto, and have more Defaqto 5 Diamond Rated MPS solutions than any other DFM provider (Source: Defaqto).

For financial professionals only

Please note:

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.

We believe risk and return go hand in hand. The higher the risk your client can afford to take, the higher the potential for reward, but the greater the chance of volatility.

We diversify across and within asset classes to help manage volatility and deliver returns in line with expectations for the level of risk taken.

We take a carefully considered, long-term view with the aim of delivering dependable, predictable outcomes every client wants from their financial adviser.

Our core investment solutions

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ESG investing

Our ESG investing portfolios are designed to meet a wide spectrum of client views and values, providing the risk-adjusted returns and integrity that ethical minded clients ask of their investments.

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Income investing

Most clients will want income from their capital at some stage. Our well established, professionally managed, Defaqto 4 Diamond rated portfolios support straightforward income needs.

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Active investing

Whatever your clients’ investment goals, we have a Diamond rated active investment solution to fit. We also offer active portfolios risk targeted to Dynamic Planner’s asset allocation.

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Passive investing

Our 5 Diamond rated passive portfolios have a 12 year track record and are a great choice for cost conscious investing. We also offer Passive portfolios risk targeted to Dynamic Planner’s asset allocation.

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Retirement investing

Our retirement investment solutions aim to address the most important need for every client approaching and in their retirement years: sustaining life-long income withdrawals.

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Our approach

We construct our portfolios using 20 years of historical data to determine the ideal weighting to each asset class for every level of risk.

Whole team scrutiny, oversight and detailed analysis of fund selection is key to delivering favourable risk adjusted returns over the long-term.

What is the PRI?

The PRI is the world’s leading proponent of responsible investment. It works:

to understand the investment implications of environmental, social and governance (ESG) factors;
to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.

United Nations Principles for Responsible Investment