I like to pick my own funds, how would I benefit from using Pennine Wealth Solutions?
This is a highly specialist market which requires specialist knowledge. Constructing a multi-asset portfolio that also makes a demonstrable positive impact isn’t easy and is likely to prove very time-consuming.
Pennine Wealth Solutions works with partners, 3D Investing and Smart IM, to offer a range of risk-rated portfolios that also make a positive social impact.
3D Investing analyses over 220 ethical and sustainable funds to establish a universe of the leading positive impact funds, including fixed interest, global equities, real estate and infrastructure. Smart IM takes responsibility for risk management, determining asset allocation and fund selection, so you can be confident that the portfolios will meet investors’ needs.
Putting an equivalent portfolio together for clients would require a very substantial internal resource. Keeping up to date with funds is also likely to prove time-consuming. Compare this with the Positive Portfolios that make it very easy to offer a disciplined, research-intensive solution for clients.
Investors should remember that the value of investments, and the income from them, can go down as well as up. Investors may not recover what they invest. Past performance is no guarantee of future results. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.
For more information on Positive Pennine click here