Tilney for Professionals offer a range of risk rated and income model portfolios. Launched in 2011, each Model Portfolio aims to deliver a return ahead of cash over rolling five year periods and aims to achieve this through investment in a global portfolio of equities and bonds.
All the Model Portfolios benefit from Tilney's proprietary risk modelling tool, Efficient Frontier. This helps ensure each portfolio maintains a risk profile distinct from the other portfolios and that none of the portfolios stray outside their designated risk bands.
Our research desk is one of the largest amongst our peers with a team of 14 dedicated analysts who have an average of 10 years’ industry experience. They carry out 400 manager interviews a year and have unique proprietary research process: Manager Research Index (MRI) that combines quantitative, qualitative and statistical research techniques to monitor the performance and underlying managers through both market cycles and their career.
The 7 Model Portfolios available are:
- Strategic Income
- Income & Growth