Collidr

IntelligentMPS

A discretionary model portfolio service designed for you

Collidr’s modular approach

Any level of customisation that you desire

Select

Ready-made portfolios

Tailored

Calibrated to your desired mandate

Custom

Built 100% to your specifications

Benefits

How can IntelligentMPS help?

Control

Tailored to your needs
  • Your brand
  • Your risk profile questionnaire
  • Your platform
  • Your client relationship
  • Your choice of investment mandate
  • Your investment choices – active, passive, ESG

Independence

Working in partnership together
  • Regulatory friendly and compliant
  • Fully regulated investment manager
  • Designed around your business and your clients
  • Helps de-risk your business
  • Delivering on investment outcomes

Edge

Your competitive advantage
  • Exclusivity – you can’t get our offering anywhere else
  • Insource an investment engine to power your brand
  • Access to Collidr’s proprietary investment process
  • Empowerment – creating value for your business

Transparency

Next generation reporting solutions
  • We show you all investment decision-making 100%
  • Your own, white-labelled performance and reporting portal
  • Detailed investment strategy communications and output
  • Leverage next-generation technology and tools

Performance

 

 

We believe in transparency. The results shown are from all of the tailored, model manager portfolios we have run for each of our clients, aggregated across low, medium, high, and high growth risk mandates, using our award-winning Quantimental™ process. This demonstrates that, irrespective of mandate, Collidr’s technology and process delivers mandates consistently over time.

 

* Source: Collidr Asset Management Ltd (Collidr). The information contained in this chart is for illustrative purposes only and should not be construed as a solicitation nor offer, nor recommendation to acquire or dispose of any investment. The chart shows composite performance data of real model portfolios advised and managed following the Quantimental process since April 2011. The performance does not include Collidr charges as this varies from client to client. Performance shown is net of the underlying security charges. Share classes of funds used to create the illustrations may not have been available for some or all of the actual models available to clients. While Collidr uses reasonable efforts to obtain information from sources which it believes to be reliable, Collidr makes no representation that the information contained in this chart is accurate, reliable or complete. All figures were determined on a bid to bid basis, with income reinvested. The value of investments and the income from them can go down as well as up and past performance is not a guide to future performance. Collidr Asset Management Ltd is authorised and regulated by the Financial Conduct Authority. Collidr Asset Management Ltd is registered in England and Wales No. 06864342, Registered Office: 34 Southwark Bridge Road, London, SE1 9EU, UK. Registered office: 34 Southwark Bridge Road, London, SE1 9EU, UK.

Transparent pricing

Our typical annual fees*:
0.05% to 0.23%

From plug & play to truly custom, when it comes to pricing, we have something for everyone

* Excludes VAT and any other applicable fees, subject to contract
Features

What's included

Quantimental investment process

Full access to Colidr’s award-winning proprietary tools and innovative investment techniques.

Regular communications

Market commentaries, portfolio performance and attribution summaries, investment research reports

Personalised online portal

Your own branded online reporting portal

Dynamic portfolios

Dynamic rebalancing of your portfolios

Client content

Commentaries, insights, charts, research

Tailored service

Your firm’s own investment brief

Quarterly investment calls

Speaking directly to the Collidr investment team

Online access

Quick access to all investment performance rationales and fund research

Dedicated service

Dedicated investment strategist and investment committee meetings

Pro-active monitoring

Pro-active risk management with alerts and reporting

Let’s talk

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