Business Update: Strategic Asset Allocations June 2021

28 June 2021

The SimplyBiz Investment Services Investment Committee recently updated the Strategic Asset Allocation (SAA) that sits within Centra, SimplyBiz’s end-to-end financial planning tool. With this in mind, we are pleased to announce that our Investment Committee members met on 19th May and have ratified the updates to the SAA that sits within Centra, and these will now be implemented to the Verbatim Strategic Asset Allocations. The update is effective from the 28th June 2021, and our portfolios will begin their update according to their new respective asset allocations.

The Verbatim Investment Committee plays an essential role in how our investment philosophy is implemented and maintained. Its function is to oversee the governance, research and investment of the Verbatim solutions. As such, our Investment Committee members meet regularly to assess the Verbatim portfolios to ensure that they continue to meet their respective risk mandates. Our Strategic Asset Allocation sits at the heart of our investment process and our solutions. It is designed to spread your clients’ investment across a broad range of assets appropriate for their appetite for investment risk. It is based on a proven model constantly kept under review by our Investment Committee and is updated when necessary.

The changes to our Strategic Asset Allocations are implemented on your behalf; therefore, you do not have to review your clients’ portfolios. Over the next three months, our fund managers will bring our portfolios in line with the respective new mandates. You can rest assured that you do not need to worry about rebalancing your Verbatim investments and that your advice will continue to remain suitable to meet your clients’ expectations of risk and return.

Review the new SAAs here >

If you’d like to learn more about Verbatim, or if you have any queries, please don’t hesitate to contact us on 0808 12 40 007 or email us at info@verbatim-am.co.uk.