IBOSS discretionary MPS launches on 7IM platform
Kingswood-affiliated boutique offers four risk-rated ranges
Kingswood-affiliated boutique offers four risk-rated ranges
Allows advisers to measure of the cost-effectiveness of their clients’ portfolios
Managed by Gary Skedge and Joanne Bartell
The investment objectives have also changed as part of the rebranding
Current processes a ‘tangled web’ of obligations and eligibility criteria
Orbis Global Equity, Global Balanced, and Global Cautious strategies
Investing in five areas
The high-yield strategy has a portfolio target of net zero by 2050
Giving it access to LPX AG’s private equity indices
Investing in opportunities addressing the transformation to a net-zero economy
Firm says an ‘unmet market need’ exists at the junction between sustainability and value
The company also makes changes to cash management