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Thomas Becket, CIO, PSigma Investment Management

PSigma re-launches Managed Portfolio Service with lower fees ahead of RDR


With implementation of RDR fast approaching, PSigma Investment Management is re-launching its discretionary investment management service, Managed Portfolio Service (MPS) with lower fees. MPS, which was previously called Wealth Management Solutions (WMS), has four strategic models, aiming to deliver on PSigma’s philosophy of “equity style returns, with lower volatility” via a truly multi-asset investment approach.

MPS implements sophisticated asset allocation and manager research techniques alongside in-depth risk analysis, drawing on the intellectual capital of the Punter Southall Group, to establish the most productive and efficient investment portfolios when developing investment solutions.
PSigma’s MPS is offered to intermediary clients who wish to invest via pooled or collective funds, but who also want to access specialist investment advice, ongoing monitoring and portfolio management.  
Thomas Becket (pictured), CIO of PSigma Investment Management, says: “PSigma Investment Management has a long track record in managing multi-asset portfolios and recognises that clients do not simply want to outperform inappropriate benchmarks; rather they want to achieve ‘real’ rates of return. We therefore manage MPS with “inflation-plus” benchmarks and targets. We have also designed the strategies so that they are easy for both intermediary introducers and clients to understand. Aside from our inflation targets we also have set maximum equity limits to allow investors to make an informed choice.
“In constructing the four MPS strategies we have developed a dynamic asset allocation process, combining a number of different asset classes, using core and satellite funds, including some of the most modern investment strategies. MPS is also managed using our proprietary qualitative risk analysis system (The Odysseus System) and quantitative asset allocation tool, both of which we have made significant upgrades to in the last year. The combination of these systems has been very powerful and allows us to exploit the many opportunities that exist in volatile markets. We will continue to improve and enhance these strategies, as the investment industry develops.
“The results of managing portfolios in this way since 2004 have been very strong, and have provided efficient downside support and upside participation in incredibly testing financial markets.  In particular we have been delighted with how well the strategies have performed in recent difficult markets, with, as an example, the MPS Balanced Strategy up 20.6% vs. the FTSE 100 up 12.2% over the last 5 years (Total Return: 30/11/06 – 30/11/11). Importantly, this outperformance was generated with a volatility of only 8.99% against the annualized volatility of the FTSE 100 of 17%.
“Our four tailored investment strategies reflect the wide variety of attitudes towards risk and expected returns: cautious; balanced income; balanced; growth. Intermediaries will hopefully recognise our ability to deliver equity style returns with far less volatility and risk than the out-dated and old-fashioned traditional split between property, equity and fixed-interest offered by the majority of our peers.”

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