Managed Portfolio Service
Straightforward, Diversified Investment Portfolios with Clear, Understandable Objectives
At Blackfinch Asset Management (BFAM), our Managed Portfolio Service (MPS) delivers a range of five actively managed, globally diversified, multi-asset portfolios, designed to align with adviser objectives and evolving client needs.
With risk rated return targets, our portfolios help you meet Consumer Duty requirements while supporting holistic financial planning.
Available through multiple platforms, our MPS blends discretionary fund management (DFM) expertise with transparent communication and flexible investment solutions.
Risk Profiling
We offer five risk-rated portfolios, each benchmarked against the Investment Association Mixed Investment sectors, ensuring measurable performance and volatility comparisons.
Portfolio Name | Dynamic Planner Rating | Defaqto rating |
Defensive | 3 | 3 |
Cautious | 4 | 4 |
Balanced | 5 | 5 |
Growth | 6 | 6 |
Enhanced Growth | 7 | 7 |
Benchmarked Against Investment Association Sectors
Our MPS portfolios are benchmarked to the Investment Association Mixed Investment sectors, based on the equity allocation set within our Strategic Asset Allocation (SAA). This ensures:
- Peer group measurement for both performance and volatility.
- Transparent comparisons that help advisers and clients assess the value and success of our proposition.
Why Advisers Choose Our MPS
Adviser Benefits:
- Risk reduction: Robust screening and fund selection reduce portfolio risk.
- Responsible Investment focus: Investments screened to align with our commitment to responsible outcomes.
- Inflation-linked returns: Provides relevant, relatable performance targets.
- Business efficiency: Inflation-linked targets simplify cash flow forecasting and reporting.
- Customisation: Literature can be co-branded or white-labelled for adviser branding.
Why Clients Value Our Portfolios
Client Benefits:
- Active management: Daily portfolio monitoring to capture growth opportunities and protect capital.
- Risk management: Multi-asset, globally diversified portfolios reduce market exposure.
- Tax efficiency: Available across ISAs, pensions, GIAs, and other tax-efficient wrappers with no minimum investment.
- Liquidity: All portfolios are fully liquid for flexibility.
- Positive impact: A responsible approach means investments aim for responsible, long-term outcomes.
The Blackfinch Approach to MPS
Our investment team combines top-down and bottom-up strategies, integrating active and passive underlying investment funds across a multi-asset approach. This balance of strategy and structure ensures portfolios remain resilient, well-diversified, and aligned with adviser and client expectations.
Ready to Partner with a Forward-Thinking Investment Company?
Our Managed Portfolio Service is designed to give advisers confidence, scalability, and more time to focus on clients. Whether you’re reviewing your CIP or looking for a trusted DFM partner, BFAM can help.