Discretionary Fund Management

Alpha Cube Capital’s discretionary fund management capability is aimed at the independent financial advisor market.

 

Implementation of new legislation, in the form of Retail Distribution Review, will compel registered financial advisors to distinguish between their advice and asset management (or investment management) process. Although it might be possible for financial advisors to initially distinguish between and effectively implement their advice and investment or asset management processes, i.e. at inception of a client’s investment, it becomes time consuming and burdensome for financial advisors to continuously monitor dynamically changing aspects such as asset allocation, performance and underlying fund allocation, rebalancing and adjustments. The end result for financial advisors is increasing advice risk and continuously needing to defend their annual investment advice fees.

 

Alpha Cube Capital partners with independent financial advisors to create robust investment solutions, by creating Model Portfolio strategies, as an instrument to implement and manage client investment recommendations.

 

Combined investment committees are duly constituted with the responsibility to look after the management and monitoring of the Model Portfolio strategies applied and implemented by financial advisors.

 

Alpha Cube Capital can be appointed either on a discretionary, i.e. utilising the existing Alpha Cube Capital Model Portfolios, or non-discretionary basis, i.e. creation bespoke Model Portfolio strategies for an independent financial advisor or financial advisor group, depending on level of involvement required by the independent financial advisor or financial advisor group.

 

Model Portfolio strategies can be constructed and managed either by using a specialist building block or a multi-asset class managed approach.

 

Where independent financial advisors already have created Model Portfolio strategies, Alpha Cube Capital can be appointed to provide value-added services such as risk management, performance monitoring and reporting, dynamic fund exposure adjustments (based on performance momentum or the performance cycle of underlying fund constituents), dynamic asset allocation or creating Model Portfolio strategies that complement existing Model Portfolio strategies used by independent financial advisors.