SME News Q1 2024 / 24 Most Innovative Investment Management Firm - UK Effectively managing your clients’ money goes beyond simply possessing appropriate solutions with a riskcentric management approach. It is equally crucial that these solutions integrate with tested, innovative strategies and forward-looking approaches to investment management. In a competitive marketplace with numerous discretionary fund managers to consider, Alpha Beta Partners (ABP) distinguishes itself through genuine innovation and forward-thinking via its portfolio offerings. We delve into Alpha Beta Partners’ innovative approach to investment management, highlighting its dynamic strategies and rigorous methods in portfolio and product development. This well-deserved recognition in the UK Finance Awards 2023 further underscores the company’s commitment to pioneering innovative approaches to investment management. Founded in 2017, Alpha Beta Partners emerged as a collection of seasoned individuals, each possessing 25-30 years of invaluable experience. These industry veterans united with the shared vision of establishing a business poised to reshape the trajectory of the industry, catering to a diverse spectrum of clients. Over the years, the founders of ABP observed that institutional investment techniques were predominantly accessible to the very affluent, large institutions, pension funds, and sovereign wealth funds. Recognising the need for democratising financial services, ABP launched its first range of portfolios in January 2018 with the belief that high-level investment offerings and sophistication should be accessible to everyone, regardless of their financial means. Positioning itself as a comprehensive provider of investment portfolios, ABP has experienced remarkable growth since its inception. Starting with zero assets under management, the company has now achieved an impressive milestone of managing £2 billion, marking it as one of the fastest-growing discretionary fund managers in the UK, and possibly the fastest from a standing start. This growth reflects the commitment and success of the ABP team in expanding access to sophisticated financial services for a broader range of clients. An example of its innovative approach to portfolio management can be seen with its dynamic asset allocation model. According to the CFA Institute 91.5% of a portfolio’s return is delivered by asset allocation. ABP develop forward looking views, thus differentiating it from most of its peers. It employs sound judgement cultivated through years of investment management experience, coupled with the utilisation of cutting-edge financial technology to enhance its implementation techniques. By shaping their perspectives, the team meticulously analyse the pivotal factors influencing global economic growth, adopting a forward-looking approach that goes beyond merely reflecting on historical data. The AB Lifetime portfolio is an example of the ABP team both harnessing and collaborating to deliver innovative methodologies. The portfolio employs a rules-based methodology researched and developed by leading UK academics over many years. At its core is the mitigation of sequence risk. The investment process automatically switches portfolio equity exposure to cash when markets turn lower and reinvests as the equity markets recover. The investment process is systematic, rules-based, and allocates to a truly global diversified multi-asset portfolio, designed to perform well when markets are positive. The process and methodology have been rigorously developed and is stress tested over multiple decades and delivered without using derivatives or complex financial instruments. The company’s newest offering, which is intended for launch very soon, is the AB Global Macro Portfolio. This is another example where the team at ABP have implemented creative and original thought processes to deliver an exciting proposition. The portfolio combines discretionary and systematic approaches, as well as fundamental and technical analysis, to create a unique forward looking investment approach that is not bound by minimum or maximum allocations to any one asset class. The Investment Team adopt an “if this happens, then…” approach. In essence, there is a need for confirming the market direction before committing to an investment. This approach effectively reduces risk and prevents succumbing to the temptation of adopting strategic positions in asset classes either prematurely or belatedly in the investment cycle. Having now won Most Innovative Investment Manager in the UK, ABP stands as a testament to its commitment to delivering effective solutions that assist all clients. The recognition underscores ABP’s dedication to providing innovative and secure financial solutions. For those prioritising client care and seeking a blend of innovation and safety, Alpha Beta Partners emerges as the go-to destination. Company: Alpha Beta Partners Contact: Geoff Brooks/Andrew Thompson Website: www.alphabetapartners.co.uk
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