UK Platform Transformation Programme
Investment Solutions: continued growth in outcome-based, client-focussed solutions
Global AuM split¹
% / US$ trn
38
74
100%
9%
14%
Solutions
Quilter Solutions
Discretionary portfolio service
Dedicated Quilter investment manager to design bespoke portfolios
Typical asset allocation²
Typical 40-85% mixed asset fund asset
allocation
5%
100%
Global EM & APAC Equity
➤ Tailored approach considering client personal investment objectives,
attitude and risk tolerance
22%
International Equity
15%
16% Alternatives
11%
Service for clients with more than £200k to invest
Managed portfolio service ("MPS")
6%
European Equity
19%
Passive
18%
Outsourcing portfolio construction and management to Quilter's multi-
asset investment specialists
21%
UK Equity
Active and Passive Blend portfolios that risk-matched portfolios from
Global Partner fund ranges
18%
Active specialities
11%
North American Equity
Multi Asset funds
16%
Global Fixed Income
46%
33%
Active Core
Range of multi-asset funds including Cirilium Active, Passive and Blend
➤ Fund range differs in terms of breadth of investment proposition
Customer needs include accumulation, decumulation, income &
international
5%
Money Market
16%
Other (Alt. & Property)
FY08
FY18
IA 40-85%
1.
2.
Source: BCG Global Asset Management Benchmarking 2019; Solutions Includes target-dated, global asset allocation, flexible, income, liability-driven, and traditional balanced investments. Alternatives includes hedge funds,
private equity, real estate, infrastructure, commodities, private debt, and liquid alternative mutual funds (such as absolute return, long and short, market-neutral, and trading-oriented); private equity and hedge fund
revenues do not include performance fees. Active specialties includes equity specialties (foreign, global, emerging markets, small and mid caps, and sectors) and fixed-income specialties (emerging markets, global, high
yield, and convertibles). Active core Includes actively managed domestic large-cap equity, domestic government and corporate debt, money market, and structured products.
Financial Express Analytics, Sept. 2019
Quilter
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