BUSINESS SUPPORT
Our Head of Distribution Partnerships , Fabian Wiesner , explains why our latest MPS partnership matches his job title .
Fabian Wiesner Head of Distribution Partnerships SimplyBiz
In a world of sensationalised , clickbait headlines , how does this one sound ? “ Trillion dollar investment manager manages Advisory Models for UK ’ s best DA Advice firms ”. Now , imagine it ’ s not clickbait , but instead a nod to our new partnership with the team at Invesco . Which is why I get so delighted when I ’ m able to , alongside my team , head up a great distribution partnership with real benefits for our member firms – Invesco Advisory Model Portfolio Service ( AMPS ). A large number of our members are utilising AMPS as part of their centralised investment proposition ( CIP ). They offer a means to provide that tailored investment experience that nearly all clients desire , in a way that ’ s sufficiently streamlined and costeffective . The other thing that Advisory Model Portfolios offer is greater control around timing of rebalancing . MPS providers are all about service , and for advisers that is a key element to the final selection made on behalf of clients . What we really looked for in a provider to work with on AMPS was specifically great service and a top-notch support function . That is how we came to partner with Invesco . For the day to day , when you just want to get on with things , they offer a superb selfservice platform called Basecamp , which really does set you up with everything you need to make your ascent to the very peak of client happiness ! However , perhaps even more importantly , when you do have questions or queries that Basecamp can ’ t answer , they have a dedicated team on-hand to help . Clearly there are lots of other things to consider when selecting an AMPS – risk range , pricing , past performance and more ; thankfully as part of our partnership we ’ ve negotiated that our member firms get access to Basecamp for free , so all you need to do is sign up and you can take a look at all of these details for yourself . I really recommend that you do . Invesco ’ s models are also all accessible via Defaqto Engage – to which our member firms get complimentary access – making it easy to research , recommend and apply .
Here ’ s a little bit more information on what Invesco ’ s MPS can offer !
INVESCO ADVISORY MODEL PORTFOLIO SERVICE
Invesco ’ s AMPS offers a streamlined , adaptable and cost-efficient solution for managing client investments , allowing you to save time while maintaining control . This service presents a variety of multi-manager models designed to cater to diverse client needs .
• Pre-constructed portfolios : The service removes the burden of portfolio construction by providing ready-made solutions .
• Risk targeted : Models are managed to predefined risk targets and are rated by Defaqto .
• Retain control : You control portfolio management .
• Comprehensive support : Invesco offers extensive supporting materials , such as market commentary , reports and in-depth model breakdowns .
• Affordable charges : Ongoing fund management charges remain affordable and Invesco charges no MPS fee to clients .* The MPS is made up of 12 advisory multi-manager models , each targeting specific risk levels and catering to a range of investment goals . These models are accessible on most platforms , such as 7IM , AJ Bell , Aviva , Elevate , Fidelity , Quilter , Scottish Widows and Transact . Risk ratings are provided in partnership with Defaqto , ensuring you can easily match clients with suitable models . The Invesco Investment Solutions team , who manage the MPS , have nearly a decade of experience and manage over £ 62 billion in assets . The team comprises over 70 investment professionals with an average of 13 years of investment experience , ensuring client portfolios are in expert hands . To support you , Invesco ’ s Basecamp system provides comprehensive resources , including brochures for both you and your clients , quarterly updated fund documents and guides to assist with technical client questions . Advisers can also use the tool to get all the in-depth information about the models , including information on the underlying funds , charges and risk ratings . SimplyBiz members enjoy free access to this system . Whether you seek convenience , control over portfolio management or time savings , Invesco ’ s MPS is designed to meet your needs effectively . After completing research in Defaqto Engage , you are ready to start using the models .
Find out more and begin exploring Basecamp now , by visiting invesco . com / mps .
* Your clients pay no MPS charge – they only pay the OCFs of the underlying funds , the relevant platform charge and your advice fee . Investment risks The value of investments and any income will fluctuate . This may partly be the result of exchange rate fluctuations . Investors may not get back the full amount invested . Important information This information is for Professional Clients only and is not for consumer use . All information as at 31 March 2024 and sourced by Invesco unless otherwise stated . This document is marketing material and is not intended as a recommendation to invest in any particular asset class , security or strategy . Regulatory requirements that require impartiality of investment / investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication . Views and opinions are based on current market conditions and are subject to change . Issued by Invesco Asset Management Limited , Perpetual Park , Perpetual Park Drive , Henley-on-Thames , Oxfordshire RG9 1HH , UK . Authorised and regulated by the Financial Conduct Authority .
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