Market-Leading Risk Controlled Investment Solutions

22 March 2021

At Verbatim, we place your and your clients’ needs at the very heart of our proposition, committed to ensuring that you have the support and tools you need to maintain risk-aligned and suitable client portfolios that deliver consistent superior returns and good client outcomes.

As such, we are pleased join other leading asset managers BMO & HSBC in announcing that that the Verbatim range of Multi-Asset and Multi-Index portfolios are included in the panel of Risk Controlled solutions developed in conjunction with SimplyBiz and leading independent investment consultancy, Hymans Robertson.

The Verbatim range of investment solutions are designed to follow the SimplyBiz Investment Services Strategic Asset Allocations (SAA) and, as such, our range of investment solutions adhere to both the volatility and strategic asset allocation parameters of the Centra Risk Profiles.

By utilising a Risk-Controlled investment solution you ensure that your advice aligns to your risk profiling tool and continues to remain suitable to deliver to your clients’ expectations of risk and return.

Ideally positioned to meet your clients' needs

Our fund managers are selected from the top investment professionals in the industry and provide an unparalleled wealth of experience and knowledge to the management our funds. Our solid performance track-record highlights that our funds not only consistently deliver performance, but also show growth over time in-line with their respective fund mandates.

The Verbatim Independent Investment Committee provide governance and oversight to the management of our investment solutions. Our Investment Committee meet regularly to perform fund manager and portfolio reviews to ensure that our investment solutions continue to adhere to their mandate.

We are ideally positioned to provide investment solutions that are adviser centric and continue to meet your and your clients’ expectations. When you combine our performance track record with the support our solutions receive from both our Investment Committee and SimplyBiz, we truly deliver a market leading proposition.

Want to learn more?

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

The value of investments and any income from them can go down as well as up and is not guaranteed. Your clients could get back less than they originally invested. Past performance is not a guide to future performance. The portfolios' investments are subject to normal fluctuations and other risks inherent when investing in securities. Verbatim Asset Management has taken due care and attention in preparing this document, which is solely for the use of professional advisers. Verbatim cannot be held responsible for any inaccuracies arising out of information detailed within and will not accept liability for any loss arising out of or in connection with its use. The contents of this article should not be construed as advice and is for information only. Individual stock selection should only be performed by suitably qualified advisers.