IDAD TAG MODEL PORTFOLIO SERVICE

A platform-based Model Portfolio Service (MPS) focused on generating the best client and adviser outcomes possible – by providing a premium-level service, high active value strategies and an attractive price point.

Our aim is to manage Model Portfolios on behalf of financial advisers and other intermediaries to create the best possible outcomes for them and their clients. These investment solutions are designed to be offered via your ongoing advisory agency, acting as an agent to determine suitability for your client. In this way, you retain complete ownership of the client, with no contact from us – unless specifically requested.

Our models are available on a wide selection of platforms and more are being added all the time, so please contact us to check on availability.

IDAD TAG MPS

The objective of the TAG investment process is to increase portfolio efficiency and continually optimise towards consistent Alpha generation within every part of the portfolio management process.

We follow a rigorous and robust investment process which offers our advisers a clear and defined framework which is simple to explain to clients and easily surfaces the value added by our strategies.

We achieve this service via:

  • Quantitative and unbiased analysis for equity fund selection and monitoring
  • Straightforward strategic asset allocations
  • Rapid and unrestricted deployment of tactical allocations
  • Focus on investor value at all levels of portfolio management
  • Completely independent portfolio risk management
  • Clear and unambiguous reporting
  • A focus on portfolio OCF – active funds used only when quantifiably adding value
  • Designed with the adviser and underlying client in mind
  • Experienced investment team with over 30 years’ experience
  • A premium service for a fair fee structure

Key Features

  • Five risk-rated portfolios profiled by Dynamic Planner
  • Great value management fee structure at 0.15%
  • Compliant, clean and rapid reporting
  • Clearly defined and quantifiable rationale for all portfolio alterations

Tactical – Alpha – Generation

For more information contact the IDAD Team.

DOWNLOADS

    There are currently no downloads available for this fund.

PORTFOLIO MANAGERS

Tom McGrath

Chief Investment Officer & Portfolio Manager

Ash Weston

Portfolio Strategist