Man and machine in harmony
Choosing the right model portfolio service can be challenging. By outsourcing portfolio management to us, you can save time and focus your attention where it is needed most.
Our solutions prioritise delivering the best data and service while providing you with the reassurance that your client portfolios are always positioned using an efficient, transparent and systematic process. Don’t just take our word for it, read our testimonials to see the impact we’ve already made with investors and advisors.
We are distinctly and deliberately different from other investment management firms; we avoid confusing jargon that creates deliberate opacity. Instead, we leverage technology to empower our investors and provide a clear rationale for all our decisions, wins, and losses.
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8AM AQ Classic
We recognise both the strengths and weaknesses of human investment managers, which is why we have developed a strategy that harnesses their strengths while minimising their weaknesses. Our original portfolio range consists of six risk-rated models designed to deliver consistent relative returns through a systematic process while reducing human bias wherever possible.
We believe that achieving this objective is best facilitated through a strong fund selection and asset allocation framework that offers clear, evidence-based metrics for our decision-making.
To ensure you are always informed, we provide clear, auditable, and rapid reporting that explains every portfolio adjustment and position in straightforward language. Additionally, our investment team is readily available for commentary, data, and client meetings; however, with our straightforward process and clear reporting, our clients rarely need additional support!
8AM AQ Sustainable
Our AQ Sustainable MPS suite was designed to achieve long-term capital growth for clients who want to make a positive impact on the world. The funds selected for this portfolio are screened using the Morningstar ESG framework, ensuring they align with investors’ objectives and sustainability goals through straightforward, data-driven targets.
We believe in transparent and straightforward ESG investing. We utilise a simple minimum ESG threshold across all our portfolios, providing investors with a clear metric for success. Our approach is ideal for clients who care about the impact their investments have on the future, but do not require a completely ESG-focused or an absolute-exclusion portfolio.
8AM AQ Global
Building on eight years of continuous research and development, this suite of three portfolios targets specific levels of global equity exposure: 60%, 80%, and 100%, respectively. The variation within the AQ Global range lies in its equity-allocation principles.
For the AQ Global range, the strategic base assumption for equity allocation is the MSCI World Index, utilising crowdsourced allocation data from a subset of providers aligned with this benchmark.
The 8AM AQ Global range was designed to provide clients of advisers with a higher risk tolerance access to the evidence-based alpha generation from AQ fund selection. It allows greater portfolio concentration while maintaining a cost-effective ongoing charges figure (OCF) below 0.30%.
Don’t be shy - say hi!
If you’ve got a question for one of the team or just want to start a conversation with us, we’re all ears. Get in touch using the contact form or one of the options below.
1-5 Stud Offices, Redenham Park, Andover, Hampshire, SP11 9AQ
8AM GLOBAL LIMITED is authorised and regulated by the Financial Conduct Authority under registration number 937456. Registered in England & Wales. Company number: 12696607. Registered office: Stag Gates House, 63/64 The Avenue, Southampton, Hampshire, United Kingdom, SO17 1XS.
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