Octopus Investments’ flagship discretionary fund management service Octopus Portfolio Manager (OPM) has reached its five year milestone.
OPM is managed by Octopus’ multi manager team and provides a risk targeted outsourcing solution to financial advisers.
The team is mandated to run the various investment profiles available through OPM to a specific level of risk by using a multi asset and multi manager approach to investing. One of the first to market in 2009, OPM is one of only a few risk targeted solutions to offer a five year track record.
Working hand-in-hand with financial advisers, OPM ensures their client’s individual goals and the financial risks they are willing to take are correctly matched to the investment portfolios available through the product.
Oliver Wallin, investment director on the multi manager team at Octopus, says: “OPM provides financial advisers with a valuable service in providing an investment portfolio for their clients that really reflects their individual requirements. Advisers can confidently outsource their clients’ fund management needs to us in the knowledge that OPM has a successful and established five year track record and can demonstrate an ability to do what we say it will.
“We’re proud to have been one of the first fund managers to recognise the importance of a risk targeted approach to investing, which enables the interests of the adviser, their client and us as the investment manager to be as closely aligned as possible, and the value it can deliver to financial advisers and their clients.”