Helping Portfolio Managers Deliver More Flexible Investment Solutions
Advice practices are increasingly seeking investment solutions capable of addressing a wider range of client requirements.
Growing Demand For Flexibility
More Flexible Portfolio Construction and Implementation
There is a growing appetite among advisers for active and passive investment options, as well as blends of both. ESG portfolios remain important for some clients. Advisers are also increasing their use of private market investments, while others are looking to provide clients with access to opportunistic investments, some of which may be illiquid in nature. These are just some of the trends driving demand for more flexible portfolio construction and implementation approaches.
Whether your need as portfolio manager is to deliver highly tailored investment solutions, a simpler set of models, or both, Philo can assist.
Supporting Better Portfolio Outcomes
Philo can help portfolio managers move beyond a small number of traditional daily-liquid portfolios and deliver a broader range of investment solutions, while improving scalability for both advice practices and portfolio managers.
The ways in which Philo can assist its portfolio management partners include:
Technology & Operations
Technology supports effective delivery, but it is only one component of a successful managed account solution. Philo combines specialist software, operational expertise and managed account administration services to help support advisers, licensees and portfolio managers.
Portfolio managers can update models, review model compliance against tailored portfolio construction constraints and access operational reporting through a dedicated portal designed to support real-time information sharing.
Explore What's Possible
Every portfolio manager is different. Whether you are seeking to expand model choice, support a broader range of asset types or bring greater scalability to your model portfolio management activities, Philo can help. If you would like to learn more, contact us for a discussion.