Henderson Rowe is a private, independent company that was
founded in 2002. Henderson Rowe has invested using Exchange Traded
Funds "ETFs" since its foundation. We are, therefore, highly
experienced at using ETFs to deliver multi asset, globally diverse
returns to investors.
Why use Henderson Rowe?
Henderson Rowe has teamed up with Novia to make six risk scaled
portfolios available to Independent Financial Advisers. We use only
physically backed ETFs to produce global, multi-asset portfolios
that can provide a well diversified core to any investment
portfolio.
This will enable Independent Financial Advisers to provide a
topical new service to your clients, retain control of your
clients' assets and the costs charged and, finally, to manage your
clients' expectations about returns more realistically. ETFs
deliver index returns, with total transparency of holdings and wide
diversification with no hidden costs. These ETF risk scaled
portfolios are intended for use as the core for your clients'
investable assets. However, they can be used for any proportion and
size of investment portfolio.
The model portfolios on Novia are based on the ETF element of
our actively managed asset allocation process for discretionary
client portfolios. There are six risk scaled portfolios that offer
global, multi-asset exposure, by using ETFs. Risk Scale 1 is a
conservative, domestic portfolio and is the most risk averse. Risk
Scale 6 is an aggressive, international portfolio which is the
least risk averse.
Our Asset Allocation Process
Our internal research team make the strategic asset allocation
decisions based on a genuine balance of equities and bonds for
Balanced accounts and a geographic overlay derived from global GDP
weightings. We are not relative managers or absolute managers. We
aim to deliver real returns to clients by investing their assets
aligned to the real world, not artificial capital market indices
that can distort weightings. We tactically adjust our weightings
based on our expectations of value, growth and risk.
This process is dynamic and discretionary, which means that
although the asset allocation may be adjusted at any time, each
model will remain aligned to the original risk profile.
Contact
For more information, please call Finlay Maclennan on 020 7907
2200 or email him on finlay@hendersonrowe.com.
Further Information
Please visit our website at www.hendersonrowe.com
