In addition to our Model Portfolios, AAR also offers Bespoke Portfolio Construction services. This is a fully tailored investment research solution. We understand that your clients have individual investment characteristics including specific financial objectives, attitudes to risk, income requirements and ethical views.

We will work with you to ensure we fully understand the scope of your clients’ investment needs. Once we have this understanding, we can create a bespoke portfolio to suit their unique requirements.

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Traditional Asset Allocation – Diversified Bespoke Portfolio

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The below infographic shows a theoretical combination portfolio taking into consideration bespoke risk weightings with an emphasis on developed market equities. This allocation also has a small weighting towards alternatives and a higher allocation towards fixed income and emerging market equities that might not exist in an equity focused portfolio

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