top of page

The New Standard in Model Portfolios.

A custom Model Portfolio Service (MPS).

The Quality Control of the Investment Process.

Strategic & Tactical Asset Allocation

A disciplined and structured investment process.

  • Improves risk management.

  • Enhances communication.

  • Drives fund selection.

  • Improves decision making.

Performance Reporting

Performance measurement is the quality control of the investment process.

 

It provides critical information for advisers and clients to assess how investments have been made and the results of those investments.

Client Communication

Working side by side with Financial Planners ensures that we add real value to their business.

We assist Advisers to easily communicate their investment decisions and the outcomes of these to their clients.

At Vector IAS we do the heavy lifting of the Investment Process for you.

Adviser Focused Delivery

At Vector our knowledge and resources and the experience of when to apply these makes us stand out from the crowd.

So, whether you require new Model Portfolios to be constructed, or have existing solutions that need to be managed; Vector IAS can help you.

Informed Decision

Making.

We understand how difficult it can be for Financial Planners to select a Model Portfolio Service (MPS).

 

Competition in the industry is increasing and investors are becoming even more informed than ever.   Firms are also coming under increasing pressure, from clients and the regulator alike, to evidence the value of their service.

 

The good news is that Vector IAS can help you meet these challenges via our Apex Investment Programme.

 

Apex IP is :

 

1- Easy to implement.

2 - An advanced & impressive solution.

3 - It does the heavy lifting of the process for you.

4 - Great value for money.

5 - It wil make you stand out from your peers.

6 - it improves and enhances client communication.

We Take Pride in Our Heritage.

25

Years of Experience

AI

Modern

Qi

Institutional engineering

Excellent Resources

Real World Experience

Enhance
Your >>>

Asset Allocation

Performance Analysis

Security Selection

Client Communication

Evidence the value of your Advice.

The process that you employ is the clear and transparent evidence to the client and the regulator of the real and meaningful value that you provide.

bottom of page