Assets Under Management
Investment fees savings per annum
We offer the following suite of model portfolios:
Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia.
The ESG Classic portfolio is a globally diversified portfolio that is well-positioned to capture the value and small-cap premium whilst improving on the portfolio’s current ESG credentials. All four equity funds in the portfolio are designated sustainable funds with an explicit low-carbon philosophy.
Positioned to capture market returns, this range tracks the global market cap weighted equity index alongside a well-diversified fixed income portfolio, according to risk/return requirements.
The ESG Tracker portfolio is a well-diversified portfolio with solid ESG credentials. The portfolio was designed to capture the global market performance with minimum active risk while improving the portfolio’s ESG rating.
Ideal for firms operating in-house models that are keen to reduce administrative inefficiencies. We form a joint IC with the adviser firm allowing them to retain input into the investment strategy whilst benefitting from our technology, governance and oversight.
Ideal for firms operating in-house models that are keen to reduce inefficiencies. Firms can retain their asset allocation policy whilst benefitting from our technology, governance and oversight.
Get in touch with the Business Development Manager in your region for a personalised quote.
Timeline Portfolios is the UK’s premier low-cost, evidence-based, turnkey discretionary
model portfolio service (MPS)exclusive to financial planning firms.
We started working with Timeline this year and have been blown away by the service levels they have provided. The access to fund information, adviser support software and investment technical updates has had a massive positive impact at Magenta.
The team are great people to work with, professional, responsive, authentic and fun, which we all really appreciate.
For us and our clients, it's great to have a team of individuals behind us focused on their investments - including dedicated investment analysts and investment specialists. We have a process and an investment philosophy that we can explain and have full confidence in.
I love embracing technology and with Timeline Portfolios there are always new developments and they help us to communicate well with our clients through their highly visual tech and reporting.