Creating funds to meet your clients’ investment goals
Whether building a nest egg or protecting their hard-earned savings, each client will have specific investment goals. That’s why our investment team carries out expert research with the aim of finding the best, most consistent specialist managers to combine together in our funds. The
Understanding the people managing clients’ money every day
The world of investments can often seem confusing for clients, with a range of seemingly faceless funds and fund managers.
At Architas, we believe that knowing exactly what makes the underlying fund managers, whose funds Architas invest in, tick is essential to truly understanding an investment fund. So we meet with managers – including some of the world’s best known – face-to-face before we select them, to make sure we get a good insight into their personalities as well as their processes.
Only the funds we score highest make it into our fund of funds
We combine insight into the underlying fund managers’ plans and objectives with expert analysis and research. Armed with this thorough research, our analysts score each fund, ensuring that only the funds we have the highest conviction in make it through to our fund approval forum. Here, our full investment team discuss the merits of each fund, debating and challenging the analysts’ findings.
The funds and the underlying funds are continually monitored and rebalanced when necessary, to ensure every one of our fund of funds continues to behave in line with its aims and objectives. This is all with the aim of helping you and your client feel more confident about the investment choice you have made and how they will continue to meet your clients’ needs.
Article | Investments | 19/07/2021
US Treasuries reacted calmly to the inflation figure, as yields slipped slightly, and prices rose, for longer-dated bonds. Core eurozone yields also fell.
The value of your clients' investments and any income from them can fall as well as rise and is not guaranteed. Your client could get back less than they originally invested.