Designed to meet client expectations – simple

Despite only just getting to the end of the first quarter, it's fair to say that 2018 has already been a rather busy year! With the array of new regulation, including MiFID II and the impending GDPR, set against the backdrop of economic uncertainty and changing client needs, there is much with which advisers need to get to grips.

With all this change and uncertainty, sometimes all we want is a little normality. Reassurance that some things can be reliable, despite everything else that's going on around them.

With all this change and uncertainty, sometimes all we want is a little normality. Reassurance that some things can be reliable, despite everything else that's going on around them.

At Verbatim, that's exactly what we provide. Since our launch in 2010, we have had one simple philosophy; to deliver in line with client expectations. Now, that may seem like a sweeping statement, but that's exactly what we do. Our mandate is simple; to provide investment solutions that are run to proven risk-managed mandates. And we've been doing that without fail ever since.

At Verbatim, we start with a plan and we, well – deliver to that plan. We set clear and concise goals, which are measurable and for which we are accountable. This in turn means that you can provide your clients with that little bit of reassurance in an otherwise unpredictable world.

So, how does it work?

Verbatim Asset Management provides market-leading risk managed investment solutions. We offer a range of active and passive multi-asset funds, managed model portfolios and a unique discretionary management service. All of which are overseen by our Independent Investment Committee, who provide governance, oversight and monitoring for all of our solutions.

FP Verbatim Portfolio (Growth) Funds

Our flagship active fund range is one of the longest established and most successful risk-managed, multi-asset solutions in the marketplace. Launched in 2010, the fund range has consistently performed within the parameters of each given risk profile.

The funds are run on an unfettered basis, with an active management overlay. The mandate enables the fund managers to be over or underweight by 3% in any given asset class.

Each of the five funds has been awarded a Lipper Leader rating and/or a Morningstar 5* rating for performance. In 2016, RSMR, one of the leading fund research agencies, accredited the FP Verbatim Portfolio (Growth) Fund range an RSMR Rated Fund Range Status.

John Husselbee and Paul Kim are the managers selected to run the FP Verbatim Portfolio (Growth) Funds and are two of the most high-profile multi-asset managers in the industry, with 62 years of combined investment experience.

FP Verbatim Fund (Income)

Our income fund is a multi-asset, unfettered fund that aims to deliver a 4% target annual yield, preserve capital invested and provide some capital growth over the medium to long-term.

The fund utilises a combination of global direct equities and fixed income to meet the target yield. As part of the investment selection process, the fund managers screen the global equity markets with a thematic investment approach, to identify stocks that will produce sustainable long-term dividend income.

Implementing a global income strategy creates real diversification across the fund. This can potentially deliver higher yields and higher dividend income, along with achieving total return over the medium to long-term.

Verbatim Total Clarity

Our passive fund range, Total Clarity, consists of four established multi-index, risk-managed funds, but with a difference. The funds are run on an unfettered basis, with an active management overlay. The mandate enables the fund managers to be over or underweight by 3% in any given asset class. Combining passive with active management decisions provides an excellent cost-effective solution to maximise potential returns.

Each of the four funds has been awarded a Lipper Leader Rating over both three and five year periods, demonstrating consistency in performance and the management of the funds to the proven risk mandates.

Managed Model Portfolios

Our managed model portfolio service was launched in 2016, to meet the increasing demands of advisers to provide a managed investment service to their clients.

We conducted a thorough due diligence process to identify the correct partners to run the Managed Model Portfolios and following this process, we partnered with two of the market leading fund research agencies, RSMR and Square Mile.

A choice of growth, income and capital preservation portfolios are available, all running to our proven risk mandates and managed for a market leading rate of 0.25% + VAT.

The portfolios are available via some of the leading platforms, making them accessible for many advisers. The portfolios are automatically rebalanced, meaning no administrative headaches for you or your clients. We provide regular performance updates, allowing you to monitor both suitability and that they are meeting your clients' expectations.

Discretionary Service

Our platform provides access to five different investment managers, each providing a different style of investment management. Offering an array of different managers, allows you to choose which strategy best meets your client's needs. Clients can switch portfolios easily and swiftly, at no cost, providing unrivalled flexibility.

Verbatim Asset Management has created bespoke composite benchmarks for each of the strategic asset allocations, allowing the investment manager to demonstrate precisely how they have performed.

Independent Investment Committee

Our independent investment committee meets regularly to perform reviews on the selected fund managers, to ensure that they continue to adhere to their aims and objectives. They will ratify the strategic asset allocation along with any adjustments made to the model and any amendments are discussed with each fund manager, before being implemented.

Time for a closer look?

Now that you are a little more familiar with Verbatim, it may be the perfect time to take a closer look at how we could help you meet client expectations when it comes to investing.

For more information, please email info@verbatim-am.co.uk or contact the helpdesk on 0808 124 0007