About Evercore Pan-Asset
Founded in 2007, we are an independent firm providing asset
allocation advice to pensions, charities, IFAs and private wealth.
This can be on a stand-alone basis or as part of a low-cost
integrated investment management service. We use Exchange Traded
Funds (ETFs) extensively to implement our asset allocation
views. We offer a range of low-cost, risk-profiled PanDYNAMIC
Model Portfolios and Funds. We are 50% owned by Evercore Partners,
a leading NYSE listed corporate advisory and investment management
firm with total Assets under Management of $16bn.
What's different about the PanDYNAMIC model portfolios
on Novia?
- The PanDYNAMIC Models are managed using a dynamic asset
allocation approach. This means that the portfolios are
monitored every day and reviewed monthly to ensure that they have
the optimal asset allocation and continue to meet the stated risk
profile. If market conditions become difficult we can
increase cash levels to reduce risk and preserve capital.
- The principal buildings blocks for the portfolios are low-cost
Exchange Traded Funds (ETFs). These help to keep costs down
and reduce the risk of using active funds. We invest in
around 30 different asset classes around the world.
- The IFA is a core member of the investment team. We do
not have any contact with the client and the Adviser carries out
all the client work including the ongoing monitoring of
performance. This strengthens the relationship between
Adviser and client and helps to justify the Adviser's annual
fee. We will help IFAs win joint business in other areas such
as pension schemes and charities.
- We provide extensive literature and information for IFAs and
their clients such as John Redwood's twice weekly PanCOMMENT blog,
the PanVIEW, quarterly Asset Allocation Review, an ETF guide and
much else besides. We give our IFA partners all the support
they need to grow assets in the PanDYNAMIC Models and build their
business.
Contact
For more information please visit our website at www.pan-asset.co.uk or
contact our Business Development Manager:
William Tong
0207 340 9286
07584 013561
william.tong@pan-asset.co.uk
