Services

The products and services of 2IP are the provision of asset management solutions and multi-management research services to Independent Financial Advisors (IFAs). Our services include macro-economic research, asset allocation modelling, fund manager research, portfolio construction, risk management and reporting.

The end product to clients comprises Model Portfolio solutions or Fund of Funds across the risk-return spectrum and includes both domestic and offshore portfolios, as well as long-only and hedge solutions.

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Strategic Asset Allocation

Key requisite in determining that the espoused long-term return target for any multi-manager product will be achieved.

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Fund Manager Research

The team have a combined expertise of over 40 years in fund and asset manager research.

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Risk Management

Risk Management is an ongoing process which has several important dimensions and these are the underpin and conerstones of our approach (see also our Investment Philosophy).

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Portfolio Construction

A combination of proprietary models and best-of-breed industry software and data vendors are utilised in this process, along with a bespoke range of reporting templates which clients can utilise to view their portfolio.

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Macro Research

Cognisance of the latest market developments and asset valuation trends facilitates an appropriate tactical asset allocation overlay for each portfolio solution.