JM Finn & Co
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JM Finn & Co was founded in 1945 and is one of the UK’s leading investment management companies. With offices in London, Bristol, Leeds, Bury St Edmunds, Ipswich and Cardiff, we have £5.9bn funds under management or administration (as at end 2011).
The JM Finn & Co Tailored Platform Solution
A low-cost, scalable outsourcing solution built to an adviser firm’s specification. Our solution enables an adviser firm to integrate JM Finn & Co as a discretionary fund manager into their investment proposition - we offer a range of solutions covering index-based (passive), core-satellite or multi-manager type model portfolios.
How does it work?
After initial discussions we will build and manage a number of model portfolios that match the asset allocations as provided by the adviser firm’s chosen risk profiling tool.
Once built, JM Finn & Co will have regulatory responsibility for the ongoing management of the portfolios. In particular:
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Rebalancing of the model portfolios to the specified asset allocations
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Underlying fund selection/ switching and ongoing monitoring of performance
A disciplined portfolio management process
A team of experienced and qualified Investment Managers manage the model portfolios for the adviser firm in line with documented procedures. Regular meetings are held via Committee to discuss the Core Fund List from which the funds are drawn - this Core Fund List encompasses regulated UCITS compliant collective funds and includes both actively managed funds as well as index funds and Exchange Traded Funds (ETFs).
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