We have made our popular model portfolios available on Parmenion platform, to support a growing number of advisers, based on market demand.
Timeline’s portfolios will be available to all firms using the Parmenion platform.
Parmenion's easy to navigate, feature rich investment platform for advisers has all the tools and reporting needed to meet the evolving needs of clients. Building investment solutions and their own technology means they can deliver the service and outcomes that meet, and often exceed, clients’ expectations.
Now, advisers can access Timeline’s rapidly growing models, including:
- Timeline Classic - Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia, with a range of 0-100% equity allocation and average OCF of 0.13-0.22%.
- Timeline ESG Classic - The ESG Classic portfolio is a globally diversified portfolio 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. The offering has an OCF of between 0.13 and 0.27%.
- Timeline Tracker - 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. It has a typical OCF of 0.08%.
- ESG Tracker - This 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. A typical OCF of 0.11% runs across all models.
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