Pacific Asset Management’s Model Portfolio Solutions range has been risk-rated by Defaqto, Dynamic Planner and Oxford Risk.
The asset manager said the ratings were the next step in integrating its investment solutions into the advice process.
PAM’s Technology Enabled Adviser Solutions has assets under management of £2.3 billion and comprises portfolio ranges including Core Growth, Sustainable, Income and Passive.
Using its proprietary technology, PAM builds a customised, adviser-branded web portal which is equipped with a suite of adviser tools and tech-enable resources.
Ben Sears, head of UK solutions at Pacific Asset Management, said: “Following demand from our adviser partners we sought to rate our portfolios from the leading risk profilers in the market. The risk-rating of our fast-growing MPS will enable our adviser clients to streamline their processes when investing in our portfolios, obtaining these ratings was the next step to further integrate our investment solutions into the advice process.”
Sears added: “We have built our portfolio range on our scalable, tech-enabled architecture which allows us to customise our offering and form true partnerships with our adviser clients.”
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