For adviser use only
Evercore Pan Asset
What is your corporate background?
Founded in 2007 by John Redwood, Christopher Aldous and the late
Robert Brown, our clients now include IFAs, pension funds, charities,
universities and family wealth. We have an investment approach which combines active asset
allocation with passive index trackers. It can adapt effectively and
rapidly to a changing world economic environment.
We manage over £0.5bn using these dynamic asset allocation
strategies.
We are 50 per cent owned by Evercore Partners, a NYSE listed corporate
advisory and investment management firm who manage over $13bn.
Why should I consider using your discretionary fund
management service?
• Reduced cost to the client.
• Carefully balanced risk and return targets.
• Dynamic asset allocation process including holding cash to preserve capital.
• Simple to use and highly liquid.
• Clear reporting and investment support.
What investment solutions can you offer through the
Nucleus platform?
PanDYNAMIC Model Portfolios
An innovative range of seven low cost model portfolios (including
an income model) employing Evercore Pan-Asset’s dynamic asset
allocation process coupled with low-cost investment in carefully selected
Exchange Traded Funds. Each is carefully composed to target a specific
balance of risk and return. Your clients get day-by-day stewardship
of their money from investment professionals concentrating on the
big picture at a very low cost across the full range of wrappers on the
Nucleus platform. PanDYNAMIC Funds (Oiecs)
A range of four risk-rated funds designed to mirror the successful
PanDYNAMIC model portfolios. There are two share classes available –
retail (A) and institutional (B). Both are accumulation funds. The defensive
fund has a third ‘income’ share class (C), with yield paid out semiannually.
Bespoke/White Label solutions
We are always happy to discuss the possibility of a white label or
alternative approach. Please contact us for more details.
What are your fees?
• The IFA can concentrate on financial planning advice rather than
worrying about investment.
Our AMC is 0.25 per cent including VAT on the model portfolios and 0.4
per cent on our funds (Oeics).
• The key asset allocation decision is outsourced - de-risking the IFA business.
We offer a lot of support to our partner firms, including:
• The adviser retains full control of the client account and responsibility
for the relationship.
• Monthly email updates.
• Possibility of a bespoke range.
• Twice weekly market and investment comment and weekly webcasts.
• Monthly factsheets for each PanDYNAMIC model and fund (including
performance) suitable for distribution to clients.
• Quarterly asset allocation review document.
What is your approach to discretionary fund management?
• Investment seminars.
Our investment philosophy is based on the following principles:
• Successful asset allocation is the key to good investment
performance.
• Most individual stock picking is a costly failure – tracking the market
or index as a whole is much more effective.
• Investment should be approached on a global basis. We are
moving from an Atlantic-centric world to a more Pacific-centric
world.
• Real assets like equities and property represent a stake in
economic progress providing a rising income stream.
Who should I contact to discuss the service further?
William Tong
Business Development Manager
[email protected]
t: 0207 340 9286
m: 07584 013561
Or for more information please visit www.pan-asset.co.uk.
• Sustainable income on investments is an important part of the return.
• Cash is an important and often under-rated asset class.
• Alternative investments have an important role to play.
Please note: All information in this factsheet was provided by the DFM provider named on the factsheet. Nucleus does not recommend or endorse any particular DFM
provider available through the Nucleus platform. Nucleus Financial Services Limited is authorised and regulated by the Financial Services Authority.