Data-driven Model Portfolios + Bespoke Investment Strategy Design & Support
The 8AM AQ MPS investment solution provides our clients with a well-disciplined, structured and repeatable system of managing investments in a way that is different to the competition.
Director & Chartered Financial Planner
Chesterfield
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Who are we?
We design, build and manage data-driven model portfolios and investment research for forward-thinking financial advice firms that value clarity, consistency and fair cost.
Our team are obsessive about creating efficient, evidence-based investment solutions. Our mission is to simplify the needlessly complex, while providing you and your clients with clear explanations for all our decisions. These core principles are the foundations that underpins 8AM Global and has made us, the advisers we work with, and their clients, so successful.
What do we do?
What do you get if you cross a risk analyst, an experienced macro manager and a financial adviser fed up with offering clients inconsistent returns and opaque reporting? The 8AM AQ range. We reduce unwanted human bias from the investment process by replacing the abstract “group think” of other providers with data and refined processes.
Each month, we capture data on every fund in the Investment Association. We produce detailed, relative ranking tables to create clear evidence for fund selection and straightforward data to use in our reporting. Our reputation for excellence has enabled us to become the trusted, outsourced portfolio management partner of financial advice firms all over the UK.
Our Model Portfolio Services focus on delivering consistent, data-driven-decisions and engaging, crystal-clear reporting.
8AM AQ Classic
Our original portfolio range of six models targets consistent outperformance of investment benchmarks within defined risk parameters. You and your client are always in the loop with clear, modular and rapid reporting.
8AM AQ Sustainable
Using the same established methodology as our AQ MPS, this service offers five risk-rated models targeting long-term capital growth for your clients who want to have a positive impact on the world.
8AM AQ Global
The newest addition to our MPS lineup, the AQ Global range seeks to employ the same consistent fund monitoring technology as our other ranges but utilising market-cap weighted allocations, overlaid with our proprietary crowd-sourced allocation sampling process.
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Challenging the status quo
Production
