Collidr has launched a range of AI-driven model portfolios called Select Portfolios.
The service provides advisers with a range of investment style options including Strategic Index, Enhanced Index, Hybrid, Active, Income, Responsible and Decumulation.
Collidr said its ‘data and evidence-based approach’ utilises proprietary investment technology to deliver an ‘enriched client experience’ through reporting, investment analytics, and risk management.
This investment approach combines Collidr’s team of experienced institutional fund managers with behavioural research and the latest AI-driven technology to ensure that investments are suitable for each portfolio.
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Chief executive Symon Stickney, said: “Leveraging our successful 15-year track record of partnering with adviser firms to manage and help them build their own bespoke model portfolios, we have created Select Portfolios for those advisers who simply want an off-the-shelf model portfolio solution for their investment proposition.”
“There is a marketplace for both types of MPS – fully bespoke and ready-made solutions,” he continued. “We’ve seen some of our adviser firms achieve their long-term business objectives, whether that’s creating their ideal bespoke model portfolio solution or realising great value for their business in a capital transaction, through utilising a fully bespoke investment approach.
“However, some advisers simply want the choice to buy an off-the-self solution. Collidr has always listened to adviser firms in terms of what’s important to them, being flexible in how best we can help.”
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