The Investment Process

By working with a range of Model Portfolio Managers, you can select the manager most suited to your clients’ requirements as you would if you were building your own portfolio of funds.

  • The selected managers offer a range of investment styles and strategies for you and your clients to choose from the most appropriate style to meet your clients’ needs.
  • All the managers’ work within the asset allocation parameters of the Verbatim compliant investment process, with strict limits on the changes they can make, ensuring client investments remain aligned to their risk profile. 
  • Each selected manager has been subjected to a thorough due diligence process and is continually monitored. Verbatim will add new managers at any time should the need occur.
  • The Dynamic Model Management process ensures that all client portfolios are regularly updated, removing the need for rebalancing, and giving your clients added benefits.