Advisers using 8AM MPS solutions have recently told us that we have “consistently good performance, good value & a different proposition to the usual”. We spoke to Tom McGrath, Chief Investment Officer about how the 8AM investment approach differs and why advisers like this.
How does 8AM Global differ in investment approach to other MPS providers?
Our investment approach seeks to drive alpha primarily through a quant-based fund selection process.
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 understand the challenges facing Financial Advisers. This knowledge and expertise means we 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.
Tom, what would you say is your current market sentiment?
[Mid-February 2025] On the fence at the moment, worried about the tariff back and forth and also got an eye on slowing US economic growth. Bullish if US economy can hold up but we are going through a volatile patch and I expect S&P 500 could still fall a bit before forming a base.
We typically keep our AA very peer neutral but likely to move our risk profile towards lower end of range. Ash and I share our thoughts every Monday on our weekly blog Market Matters – https://8amglobal.com/blog/
IFAs value our clear reporting- how does the 8AM data help them report to their clients?
Cliché and tag line though it may be, but 8AM always aim to be highly detailed, with how we deal with data and our representation of it and as transparent and clear as we can be. We dive deep into the data to make sure that we know what we’re doing and looking at, so that it’s all the more easy to discuss and report on it, and to answer questions that come to us.
And that is why we are pleased to receive comments like this;
“Pleased with the performance. Ease of administration. The information available both to us and clients about the portfolios and process.”
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