Unlocking the Power of Passive Investments and Embracing Passive Strategies

Passive index funds have grown increasingly popular among investors over the years. By including index funds into your clients’ portfolios, you can enhance diversification, manage risk more effectively and benefit from lower fees - all of which help build greater confidence in achieving their financial goals.

However, index-tracking funds alone may not provide sufficient exposure to a broad range of sectors and investment styles. By combining several types of index funds within a model portfolio service, investors can overcome some of these limitations while still benefitting from the advantages of index investing.

Join our webinar, where we discuss our Index Model Portfolio Service and how it can help meet your clients’ needs:

• Active fund selection of passive instruments: How our framework and selection process enable us to include what we consider the best available options from a broad universe of passive funds and indices. This includes a diverse range of fixed interest funds, which can be advantageous in a fluctuating interest rate environment.
• Adapting to market conditions: How we actively manage the portfolios, which may offer an advantage over static passive funds that do not adapt to changing market conditions.
• Risk-rated portfolios: A choice of five risk rated portfolios, and easy access options for your clients.