PortfolioMetrix

Traditional investment theory assumes that investors behave rationally. The truth is that 𝗵𝘂𝗺𝗮𝗻𝘀 𝗮𝗿𝗲 𝗱𝗿𝗶𝘃𝗲𝗻 𝗯𝘆 𝗲𝗺𝗼𝘁𝗶𝗼𝗻𝘀 and cognitive biases, and these emotions cost investors over 1% per year according to Morningstar. Advisers who proactively engage in 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝘂𝗿𝗮𝗹 𝗰𝗼𝗮𝗰𝗵𝗶𝗻𝗴 with their clients will tangibly add value to the investor experience and outcomes. 🧠 At PortfolioMetrix, when building client portfolios, we look to mitigate any behavioural missteps through portfolio construction. Pairing behavioural coaching and broader financial advice with this investment approach is going to lead to a far smoother experience for the investor as they navigate the various stages of their investment journey. Read more on this topic in this month’s edition of Thoughts & Trends. 👇

Not every shiny opportunity turns out to be gold – exercising good judgement is key to long-term investing success. ✨ Navigating the world of investments is no easy task, especially when the industry is full of tempting promises that turn out to have a sting in the tail. Morgan Housel spoke directly to why these promises appeal to investors when he wrote, “We crave certainty and are attracted to complexity. Good stories persuade us far more than facts”. In our latest blog, our Investment Analyst Liam Dawson, CFA CAIA FDP dusts off his Classics textbooks and compares these investment temptations with the sirens of Homer’s Odyssey, whose captivating songs caused sailors to crash their boats into the rocks. You need to be more Ulysses to escape them… 🌊 For any financial adviser, this article will provide valuable insights to help you identify real value amid the noise of the financial industry.

Wealth Professional Partner with PMX We have recently completed a strategic review of our investment solutions, and particularly the Wealth Professional advisory portfolio service, which has served us so well over the years. The exciting news is that we have decided to bolster our current investment committee with the expertise and research capability of Portfoliometrix (PMX). Head to our website for more information: https://lnkd.in/dyZSKd63 #financialservices #investment #newpartnership

Inspiring Conversations on Women in Advice This morning’s webinar with PortfolioMetrix on Women in Advice was a powerful reminder of the unique challenges and opportunities in our profession—both in how we engage with women as clients and how we support women within the industry. With only 16% of advisers being women, it’s clear there’s work to do. Women bring invaluable skills—trust, empathy, and coaching—that are crucial for helping people navigate their financial lives. How can we encourage more women to embrace this rewarding career? It truly is a privilege to guide people through life’s financial journeys. ☺️ Hearing from women who are excelling and setting a high standard was incredibly inspiring. Thank you to Mary Waring and Cathy Brennan for sharing your insights and demonstrating the impact of these skills. Sorry to have missed the third speaker today. Brilliant session Claudia Clark and Ben Peele thanks! 🙏 #WomenInAdvice #FinancialPlanning #CoachingSkills #Inspiration

In the latest Financial Services Unplugged #podcat, Tom McPhail is joined by Alex Funk of PortfolioMetrix to discuss the world of DFMs and MPS, and the implications of the Budget and the US Trumpquake. Available now on Podbean or your usual podcast platform: https://lnkd.in/e3ividQ3

We’re excited for the next event in our "𝗪𝗼𝗺𝗲𝗻 𝗶𝗻 𝗔𝗱𝘃𝗶𝗰𝗲" community, an insightful webinar on a crucial topic: 𝗧𝗵𝗲 𝗜𝗻𝘁𝗲𝗿-𝗚𝗲𝗻𝗱𝗲𝗿 𝗪𝗲𝗮𝗹𝘁𝗵 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗮𝗻𝗱 𝗦𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗙𝗲𝗺𝗮𝗹𝗲 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝘄𝗲'𝗹𝗹 𝗯𝗲 𝗰𝗼𝘃𝗲𝗿𝗶𝗻𝗴: • Setting the Scene: Women and Advice  • Disconnects and Differences when covering Female Clients  • How Can the Industry Better Deal with Female Clients?  • The Inter-Gender Wealth Transfer and Retention of Female Clients • Key Conclusions 𝗪𝗵𝗲𝗻: Wednesday, 27th November 2024, 10:00 AM – 12:00 PM GMT 𝗪𝗵𝗲𝗿𝗲: Online The event will be moderated by Claudia Clark from our BD team and our UK Managing Director, Ben Peele, with three exceptional guest speakers sharing their expertise: Mary Waring, Cathy Brennan, and Sital Fontenelle. Join us as we explore how financial advisers can better understand, connect with, and support female clients. If you are interested to join, please drop us or Claudia a DM, or comment below. *𝗘𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲𝗹𝘆 𝗳𝗼𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗲𝗿𝘀*

“𝘍𝘪𝘹𝘦𝘥 𝘐𝘯𝘤𝘰𝘮𝘦 = 𝘥𝘪𝘷𝘦𝘳𝘴𝘪𝘧𝘪𝘦𝘥 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴” — our latest edition of 𝗧𝗵𝗼𝘂𝗴𝗵𝘁𝘀 𝗮𝗻𝗱 𝗧𝗿𝗲𝗻𝗱𝘀 is out now. If you're interested in the role bonds play in achieving well-diversified investment outcomes, this is a must-read. At PortfolioMetrix, we always diversify across asset classes within a client's risk mandate and, despite some recent volatility, bonds remain an attractive investment. We invest across the whole fixed income spectrum, this allows us to better control risk while the diversification helps protect portfolios from unexpected financial shocks and supports clients in staying on track with their financial plans to achieve their future goals. Read our latest newsletter to find out more:

We’re thrilled to announce that our Chief Investment Officer, Alex Funk , CFA, has been nominated in Citywire's Wealth Manager Top 100 for 2024! High praise indeed when the article was titled “The selection giants” To mark this special occasion, we’re excited to share an article where Alex opens up about his role at PortfolioMetrix, and what motivated him to join our team. He also shares about his life beyond the office—where he pursues a range of interests that keep him motivated and balanced. Join us in celebrating this fantastic achievement and get to know one of the key players behind our investment strategies a little better! Check the comments for more. #investmentmanagementbydesign 

📢 New edition of Thoughts & Trends is out!   In our latest newsletter, we dive deep into our investment team's perspective on the commencement of the rate-cutting cycle.   In this edition, we discuss:   1️. What the past tells us of previous rate-cutting cycles 2️. Market moves from the Federal Reserve's first to its last cut 3️. What the shift in rates means for portfolios   👇 Click below to read the full article and if you haven't done so already, please subscribe to Thought & Trends!

🏓 This week, our teams in South Africa, the UK, and Ireland took part in a Padel tournament. Though we played in different countries, it was a shared experience that brought us closer and strengthened our team spirit 🤝.   With yesterday marking #WorldMentalHealthDay, it’s a timely reminder of how important it is to care for both our mental and physical health. Our Wellbeing Team is always looking for new ways to promote healthy living, and sport is definitely one of them! 🙌   Here’s to more initiatives that keep us active, connected, and well!    #Wellbeing #TeamBonding