What is Octopus Enhanced Model Portfolio Service?

There's no such thing as a ‘one size fits all approach' when it comes to meeting clients' investment needs and, for advisers, different investment solutions offer different benefits. A discretionary managed service gives advisers greater efficiency but can limit control. Conversely, constructing client portfolios can give advisers greater client interaction and more control, but this approach can take time and also requires fund selection expertise and a commitment to ongoing portfolio management.

Octopus Enhanced Model Portfolio Service has been designed so advisers don't have to compromise. It addresses some of the major challenges advisers face when selecting investments for clients. Day to day fund selection decisions and asset allocation is delivered by the expert investment team at Octopus, freeing up the adviser's time to spend with clients.

How it works

Through Octopus Enhanced Model Portfolio Service, advisers have access to ten risk rated investment profiles. Each of the investment profiles has been constructed to provide a broad and diverse portfolio of investments, targeting a specified level of risk as defined by portfolio volatility.The profiles are built using a blend of six multi manager funds, known as the Foundation Funds, which are actively managed by the Octopus Multi Manager team. The Foundation Funds are designed to work together to deliver the targeted risk and return profile for each profile.

Of course, a portfolio that matches a client's requirements on Day One, won't remain so without active management. Every month we'll provide market updates and commentary for each profile, to help advisers rebalance their clients' portfolios so they continue to match their stated objectives. The adviser will always have overall control of when to rebalance their clients' portfolios.

Octopus Enhanced Model Portfolio Service is available exclusively through financial advisers.

Adviser Benefits

• Overall control and responsibility over the investment solution.
• Increased business efficiency, with stock picking and asset allocation carried out by expert fund managers.
• Detailed reporting tools to help build and maintain client relationships.
• Reduced compliance risk by tailoring investment selection to client's risk tolerance, whilst ensuring the approach is consistent across your client bank.
• Available across a wide range of platforms.

Client Benefits

• Active management on a daily basis to provide a diversified portfolio tailored to individual risk tolerance.
• Access to an experienced and professional team with a strong track record.
• Tax efficient growth within the Foundation Funds with potential for capital gains harvesting when the portfolios are rebalanced.
• Regular updates and access to fund managers for a more detailed market outlook.
• Relationship still at a single point with the adviser.