Model Portfolio Services
Portfolio
Our Model Portfolio Range
Passive Portfolio Range:
The three Quorum Passive Portfolios (Cautious, Balanced and Growth) are suitable for clients who want a low cost, market driven investment portfolio managed within risk assessed guidelines.
Ethical & SRI Portfolios
For clients who prioritise socially responsible investing (SRI), our ethical portfolios select funds based on strict environmental, social, and governance (ESG) criteria.
Income & Growth Portfolios
Designed to provide regular income distributions while maintaining capital growth potential, balancing income-generating assets with long-term investment strategies.
Core Portfolio Range
A range of actively managed, risk-rated portfolios that allocate across equities, fixed income, property, and commodities, adjusting to market conditions while maintaining diversification.
Benefits
Benefits of Our Managed Portfolio Service
All our Managed Portfolios draw on the firm’s investment resources and processes and offer a total return approach for your clients seeking real growth.
Diversified
Asset Allocation
We build portfolios with a broad spread of globally diversified assets, which we expect to generate positive, inflation-adjusted returns over the long term. We adjust these asset allocations and holdings to reflect changing conditions in the world economy and investment environment.
Dynamic Portfolio Management
Through expert analysis of investment instruments, we manage our portfolios to achieve the optimal investment return for the agreed level of risk. We actively seek to maintain the optimal mix of different assets and this multi-asset approach is fundamental to our process for building and managing portfolios.
Expertise and
Depth of Resource
We hold more than 300 face-to-face meetings with specialist fund managers from around the world every year. As a result, we have developed strong relationships, giving us excellent access to key decision-makers in these funds. When selecting passive funds, we have robust due diligence processes in place
Risk-Focused Investment Solutions
Every portfolio is calibrated to a specific risk profile, allowing you to match your clients’ individual needs with a solution that balances long-term returns and tolerance for volatility.
Accessible Across Leading Platforms
Our portfolios are seamlessly integrated into platforms like Fundment, Fidelity, Aviva, and M&G, ensuring smooth implementation into your existing workflows. This accessibility makes it easier than ever to provide sophisticated investment solutions for your clients.
Sustainable Long-Term Growth
Our strategies are not built on speculation. They are built to endure. Backed by decades of expertise, we aim to deliver consistent, inflation-adjusted returns that help your clients achieve their financial goals with reliability and peace of mind.