Evercore Pan-Asset
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Cutting risk. Cutting cost. Keeping it simple.
Evercore Pan-Asset provides specialist asset allocation advice across an extensive range of global asset classes.
Founded in 2007 by John Redwood, Christopher Aldous and the late Robert Brown, our clients include IFAs, pension funds, charities, universities and family wealth. We believe that asset allocation decisions are the most important part of the investment management process.
PanDYNAMIC Model Portfolios and Funds (OEICs) on the Ascentric Platform
PanDYNAMIC Model Portfolios and Funds provide a low-cost investment solution for every type of client via a partnership between IFA, discretionary manager and wrap platform.
The seven PanDYNAMIC Model Portfolios and four Funds employ Evercore Pan-Asset’s Dynamic Asset Allocation Process coupled with low-cost investment in carefully selected Exchange Traded Funds. Each model and fund is carefully composed to target a specific balance of risk and return. Your clients get day-by-day stewardship of their money from investment professionals concentrating on the big picture at a very low cost across the full range of wrappers on the Ascentric platform. You as the Adviser retain full control of the client account and responsibility for the relationship.
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Reduced cost to the client
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Clearly defined risk and return targets
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Dynamic asset allocation process including holding cash to preserve capital
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Simple to use and highly liquid
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Clear reporting and investment support
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