PortfolioMetrix launches range of blended model portfolios

PortfolioMetrix has launched a range of six blended model portfolios built using its multi-asset fund range within its ‘efficient MPS’ methodology.

The discretionary investment manager said that the launch of the portfolios was driven by investment philosophy, rather than a sole effort to reduce cost.

It will aim to employ a ‘nuanced approach’ that looks to account for market inefficiencies, implementation quality, and rigorous portfolio construction.

The new offering includes six blended model portfolios, ranging from PortfolioMetrix Blended Portfolio 3 through to PortfolioMetrix Blended Portfolio 8.

They were built using PortfolioMetrix’s Blended Cautious, Blended Balanced, and Blended Assertive range, which integrate passive and active instruments internally.

PortfolioMetrix said the portfolios focus on precision and using active managers where they have the best chance of providing an advantage.

There is no separate MPS fee and the total cost of investing ranges from 0.51 per cent to 0.54 per cent, with the portfolios to be available on more than 20 platforms at launch.

"Too many passive solutions overlook the active decisions already embedded within them – from index choice to fund selection,” commented PortfolioMetrix CIO, Alex Funk.

“Our portfolios don’t just blend active and passive for headline cost benefits; they are built on a rigorous assessment of where skilled managers can add value and where systematic exposure should be secured with precision.

"In today’s marketplace, advisers are right to question where value is being added and how risk is being managed. Our blended models take this seriously. Every allocation decision is intentional – not just to fit a style label, but to deliver more consistent, risk-calibrated outcomes for end investors.”



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