Bringing you live news and features since 2006 

P1 partners with Synaptic to provide risk profiling for DFM and investment platform


P1 Investment Management, a new discretionary fund management proposition for advisory firms, has partnered with Synaptic Software to provide independent risk profiling of its nine model portfolios.

Synaptic Software, with its research tool Synaptic and the Moody’s Analytics risk framework, will provide risk profiling of P1’s nine model portfolios, covering both the tactical and strategic asset allocations that it uses.
This will allow financial advisory businesses who use the Synaptic risk questionnaire to more accurately select the most appropriate model portfolios for their clients. The risk profiling is an ongoing process and will be completed quarterly, in line with P1’s asset allocation meetings and portfolio changes.
Synaptic will also provide a strong marketing platform for P1, enabling it to communicate with a wide range of advisory firms.
P1’s original discretionary fund management (DFM) solution is owned by a select number of participating advisory firms, all able to contribute to strategic decision making to ensure the platform and investment management services develop in line with the needs of advisers and their clients.
In addition, a bespoke portfolio service is available for individual clients with minimum investable assets of GBP500,000, and P1 has made its core model portfolio range available through other platforms for any financial advisers to use.
James Priday, managing director, Prydis and P1 Investment Management, says: “We agree with Synaptic’s view that no one strategy is ‘good or bad’, but that what matters is the outcomes for the adviser’s clients and that they understand and agree with that strategy. We are impressed with the quality of Synaptic’s solution and we believe it is an ideal fit for P1 and our forward looking advisory businesses.”

Latest News

ETP provider GraniteShares has announced it has surpassed USD5 billion in assets under management (AUM), reaching USD5.199 billion...
News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by