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The Executive Team | PortfolioMetrix
http://www.portfoliometrix.com/team/executive
Skip to main content. Infrastructure and Support Team. Infrastructure and Support Team. BCom (Accounting and Law), HDip (Tax), CFA, CAIA, IMC. MEng (Aerospace Engineering), CFA, IMC. BCom (Hon) (Accounting), MSc (Management), CFP. BSc (Hon) (Computer Science and Mathematics) (cum laude). BCom (Hons), CA(SA). United Kingdom / Ireland / South Africa. PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA No 564162).
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Business history | PortfolioMetrix
http://www.portfoliometrix.com/about-us/business-history
Skip to main content. Infrastructure and Support Team. PortfolioMetrix was started by Brandon Zietsman, who has over 20 years of experience in the financial services industry, along with Mike Roberts, Ryan Jordan and Paul de Goede. Whilst heading up the Investment and Product Office at Absa in 2009, Brandon met Mike from Barclays. PortfolioMetrix acquired its first clients in South Africa in 2010 and started managing discretionary portfolios later that year. These portfolios immediately extended the ...
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Investment Philosophy | PortfolioMetrix
http://www.portfoliometrix.com/investment-philosophy
Skip to main content. Infrastructure and Support Team. Avoiding getting it wrong is as important as getting it right. Wealth destruction is often a function of unwarranted conviction, big bets and overly-concentrated portfolios. Some activities persist in spite of evidence spanning decades suggesting that they are a risky waste of time. Compelling risk-adjusted performance involves not only garnering insights through research, but also applying sound judgement. At PortfolioMetrix, we believe:.
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Portfolio construction | PortfolioMetrix
http://www.portfoliometrix.com/investment-process/portfolio-construction-and-monitoring
Skip to main content. Infrastructure and Support Team. Portfolio construction represents the blending of client-driven factors (needs and preferences as reflected in the investment mandate) and market-driven factors, which determine asset allocation and fund selection. This process results in a bespoke portfolio that should be suitable for the client it was designed for. PortfolioMetrix believes it is important to have a portfolio construction process that has a structured and repeatable methodology.
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Guiding principles | PortfolioMetrix
http://www.portfoliometrix.com/about-us/guiding-principles
Skip to main content. Infrastructure and Support Team. United Kingdom / Ireland / South Africa. PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA No 564162).
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The Team | PortfolioMetrix
http://www.portfoliometrix.com/team
Skip to main content. Infrastructure and Support Team. Infrastructure and Support Team. United Kingdom / Ireland / South Africa. PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA No 564162).
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United Kingdom | PortfolioMetrix
http://www.portfoliometrix.com/about-us/where-we-operate/united-kingdom
Skip to main content. Infrastructure and Support Team. 66 Buckingham Gate, London SW1E 6AU. T 44 207 965 7533. E info@portfoliometrix.co.uk. United Kingdom / Ireland / South Africa. PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA No 564162).
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Why partner | PortfolioMetrix
http://www.portfoliometrix.com/partnering-advisers/why-partner
Skip to main content. Infrastructure and Support Team. Within the financial planning process, the progressive adviser is like the conductor of an orchestra, coordinating multiple competencies and specialist inputs; including the investment function. Many adviser firms have outsourced elements of the highly specialised investment function as:. The cost of building an experienced investment team, with the relevant qualifications is prohibitive. Partners of PortfolioMetrix feel equipped to:. United Kingdom ...
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Mandate Inputs | PortfolioMetrix
http://www.portfoliometrix.com/investment-process/mandate-inputs
Skip to main content. Infrastructure and Support Team. Most investment managers concern themselves exclusively with managing a number of generic funds, hoping that advisers will be able to find an approximate fit that more or less suits their clients’ specific needs. Whilst we leave the advice process exclusively to the adviser, we provide the tools and flexibility that allows the mandates to be tailored to client circumstances and preferences. United Kingdom / Ireland / South Africa.
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The Investment Team | PortfolioMetrix
http://www.portfoliometrix.com/team/investment
Skip to main content. Infrastructure and Support Team. Infrastructure and Support Team. BCom (Accounting and Law), HDip (Tax), CFA, CAIA, IMC. MEng (Aerospace Engineering), CFA, IMC. BSc (Hon) (Actuarial Science), FFA, CFA, IMC. SA Head of Research. BCom (Investment Management), BCom (Hons) (Financial Planning), CFP, CFA, IMC. BCom (Honours) (Investment Management). BSc (Economics), CFP, APFS, TEP, Grad Dip, QFA. Ireland Head of Operations. BSc (Economics and Finance), MSc (Financial Services) CFP, QFA.
