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Investment Solutions
Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
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ABP Team
Nov 223 min read
Company Announcement
Announcement from Alpha Beta Partners We are excited to announce an update on the company’s strategy and progress. As you are aware, we...
ABP Team
Dec 27 min read
Investment Update December 2024
Key Highlights The decisive victory of Donald Trump in the US presidential election has fuelled optimism in equity markets, driven by...
ABP Team
Nov 15 min read
Investment Update November 2024
October proved to be a roller coaster month for risk assets and portfolios overall as liquidity and positive sentiment raised valuations...
ABP Team
Oct 15 min read
Investment Update October 2024
No matter how the results play out, September’s 0.5% rate cut by the United States Federal Reserve will mark a turning point for markets....
ABP Team
Sep 25 min read
Investment Update September 2024
Gone are the days of a gentle August it seems. During the month, for a short period, equity market volatility denoted by the VIX Index...
Andrew Thompson
Aug 58 min read
How big is your debt mountain?
We are programmed from an early age to know debt as a bad thing. Consequences of uncontrolled debt can undoubtedly bring ruin at a...
ABP Team
Aug 15 min read
Investment Update August 2024
Events surrounding the forthcoming US election and their implications pushed and pulled markets during July for the first time in several...
Sarah Warner
Jul 228 min read
Sustainable Investing: Embracing the Future
‘It is cyclical but, over the long term, sustainable investing and corporate engagement improve investment returns say the CEOs of Robeco...
ABP Team
Jul 25 min read
Investment Update July 2024
A confluence of the business and debt refinancing cycles and some subtle electioneering from the US Treasury in the form of fiscal QE...
ABP Team
Jun 34 min read
Investment Update June 2024
May proved a more positive month than April for risk assets. Notably, industrial commodities surged ahead with mainstream equities...
ABP Team
May 76 min read
Investment Update - May 2024
Overall, April marked further progress at portfolio level, although it must be noted that volatility made an unwelcome return. In a...
ABP Team
Apr 45 min read
Investment Update April 2024
The first quarter 2024 has been positive for investors in Alpha Beta Partners portfolios. March witnessed some important milestones –...
Sarah Warner
Mar 115 min read
Negative screening, have exclusions moved with the times?
Are the traditional areas of avoidance still fit for purpose? If responsible, principled driven investors still want to ‘do no harm’ do...
ABP Team
Mar 17 min read
Investment Update March 2024
Portfolio performance proved positive again in February. The hyperbolic nature of artificial intelligence inspired technology companies...
ABP Team
Feb 196 min read
A very modern feudal system?
Some of us recall the sense of excitement into the 1999 year-end. “Party like it's 1999” was the famous line from Prince’s number one...
Asim Javed
Feb 158 min read
From Markowitz to Machine Learning- Navigating the Evolution of Asset Allocation Models
At its core, portfolio optimisation is a statistical tool designed to maximise the trade-off between risk and return. A crucial factor in...
ABP Team
Feb 55 min read
Investment Update February 2024
The new year began as the old year ended – with positive momentum from equity markets fuelled by the allure of lower interest rates ahead...
ABP Team
Jan 113 min read
Artificial Intelligence and it’s Deployment within fund management
The past year has witnessed a massive explosion of interest in Artificial Intelligence (AI), not least driven by the hugely successful...
ABP Team
Jan 55 min read
Investment Update January 2024
We wish readers a happy new year. The much longed-for year-end rally pleased retail and professional investors alike and set the scene...
ABP Team
Dec 5, 20235 min read
Investment Update December 2023
Set against the backdrop of a cooling developed markets economy, we were all encouraged to see risk assets performing strongly during...
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