TECHNOLOGY ENABLED
model portfolio solutions
Exclusive range of portfolios powered by a combination of BlackRock index funds and PAM’s dynamic multi-asset overlay strategies.
Pacific Asset Management (PAM) has expanded its innovative portfolio service with the launch of five additional multi-asset model portfolios developed exclusively with global asset manager, BlackRock.
Pacific Model Portfolio Solutions: The iShares Edition.
The iShares Edition range utilises PAM’s technology driven, adviser-enabled proposition to bridge the gap between ‘advisory’ and ‘DFM’ model portfolios. The technologically advanced “CIP in a box” solves many of the problems faced by advisory firms running in-house advisory models.
The 90 Day Commitment:
For large advisers and consolidators, our 90-day commitment speeds up the process of aligning multiple books of business across different platforms into one common firm-wide CIP, significantly reducing integration time, complexity and, as result, regulatory risk, speak to one of the PAM team to find out more.
The Range
Range overview
Investment objective
The Defensive Growth Portfolio prioritises capital preservation, with a bias towards lower risk investments.
Suitability
Designed for investors who seek investment growth over not less than 5 years and who are prepared to accept some short-term potential for capital losses to generate potentially higher returns.
Benchmarks | Return objective
ARC Cautious | CPI +1%
Why invest
- Cost efficient blended solutions which invest across the breadth of the asset management space: Passive, Active, Factor & Direct securities.
- Modern portfolio approach combining the benefits of ‘unitised’ multi-asset investing within a model portfolio structure.
- Investment team with 50+ years of combined institutional investment experience.
Documents
Asset Allocation
No Data Found
Holdings and allocation are subject to change.
Range overview
Investment objective
The Conservative Growth Portfolio aims to achieve capital growth with a focus on capital preservation, combining lower risk investments and equity market exposure.
Suitability
Designed for investors who seek investment growth over not less than 5 years and who are prepared to accept the prospect of some short-term capital losses to achieve a high return.
Benchmarks | Return objective
ARC Balanced | CPI +2%
Why invest
Cost efficient blended solutions which invest across the breadth of the asset management space: Passive, Active, Factor & Direct securities.
Modern portfolio approach combining the benefits of ‘unitised’ multi-asset investing within a model portfolio structure.
Investment team with 50+ years of combined institutional investment experience.
Documents
Asset Allocation
No Data Found
Holdings and allocation are subject to change.
Range overview
Investment objective
The Balanced Growth Portfolio aims to achieve capital growth with a balance of capital protection and equity market exposure.
Suitability
Designed for investors who seek investment growth over not less than 5 years and who are prepared to accept some short-term capital loses to achieve a higher return.
Benchmarks | Return objective
ARC Balanced | CPI +3%
Why invest
Cost efficient blended solutions which invest across the breadth of the asset management space: Passive, Active, Factor & Direct securities.
Modern portfolio approach combining the benefits of ‘unitised’ multi-asset investing within a model portfolio structure.
Investment team with 50+ years of combined institutional investment experience.
Documents
Asset Allocation
No Data Found
Holdings and allocation are subject to change.
Range overview
Investment objective
The Adventurous Growth Portfolio aims to achieve capital growth, with a bias towards equity market exposure.
Suitability
Designed for investors who seek investment growth over not less than 5 years and who are prepared to accept the possibility of larger short-term capital losses to achieve strong market returns.
Benchmarks | Return objective
ARC Steady Growth | CPI +4%
Why invest
Cost efficient blended solutions which invest across the breadth of the asset management space: Passive, Active, Factor & Direct securities.
Modern portfolio approach combining the benefits of ‘unitised’ multi-asset investing within a model portfolio structure.
Investment team with 50+ years of combined institutional investment experience.
Documents
Asset Allocation
No Data Found
Holdings and allocation are subject to change.
Range overview
Investment objective
The Aggressive Portfolio aims to maximise capital growth, with a significant bias towards equity market exposure.
Suitability
Designed for investors who seek investment growth over a term of 5-10 years and who are prepared to place the majority of their capital at risk to achieve strong market returns.
Benchmarks | Return objective
ARC Equity Risk | CPI +5%
Why invest
Cost efficient blended solutions which invest across the breadth of the asset management space: Passive, Active, Factor & Direct securities.
Modern portfolio approach combining the benefits of ‘unitised’ multi-asset investing within a model portfolio structure.
Investment team with 50+ years of combined institutional investment experience.
Documents
Asset Allocation
No Data Found
Holdings and allocation are subject to change.
Contact us
Get in touch to find out more:
Contact us
Get in touch to find out more:
