In today’s continuously changing investment landscape there are more markets, products, opportunities, and risks to consider than ever before. As an investor, you want to make sure that your investments are managed in line with your risk profile, that they reflect the market environment, and that they are managed by leading investment managers. Specialist managers that will take advantage of opportunities and manage the risks, so you can sleep safely at night without having to worry.
The Omnis Managed Portfolio Service (OMPS) is an actively managed investment solution, with a range of five distinct portfolios to suit different target returns and risk profiles. Through the Omnis Managed Portfolio Service, we do all the heavy lifting of managing your investment portfolio.
Investing comes with risks, and a diversified approach can help to reduce them. History shows that combining various asset classes – such as equities and bonds – from different geographical regions can smooth returns over the medium to long term.
In the short term, markets will fluctuate and all portfolios, including those within OMPS, may also experience negative performance over shorter periods of time. Through our Tactical Asset Allocation approach we can help mitigate against some of these falls, but we will still be susceptible to market movements.
To begin with, in conjunction with The Openwork Partnership, we set the strategic asset allocation for each of the portfolios. This broadly defines the long-term mix of assets to match a set level of investment risk. Once that is set, we then offer two layers of active management.
Next we make tactical asset allocation decisions to reflect the shorter-term dynamics in investment markets. Finally, the underlying investment managers of the Omnis Funds implement their strategies actively when selecting investments. When selecting how to position your portfolio, five key areas are at the heart of everything we do:
This approach means we have real-time information about the investments in the funds so we know exactly what is being invested in and therefore the role the funds can play in the portfolios.
We find the best, and then work with them to understand their process. If we need to change managers, we can do this promptly, efficiently and without requiring you to do anything.
Through our scale, network of investment management partners, independent market experts and in-house expertise, we are able to make informed decisions on asset allocation and markets.
We are aware of the risk across everything we do. While we seek to maximise portfolio exposure to opportunity, we do also work to reduce these exposures that can face risks in the short term. We make sure all our decisions match our views and the risk profiles of all portfolios.
We recognise that the investment universe is wide. We continually seek to find ways of accessing the most effective, diverse and, at times, specialised asset classes on a global basis by working with best-in-class investment managers and fund houses.
