Outsourcing the investment management process frees them up to have more time for meaningful conversations with more clients.
Our experience and disciplined approach separates news from noise to provide clarity in a way that is consistent in application as well as outcome.
Our partners rely on the institutional quality of our research in terms of breadth and depth of the investment universe we cover.
We assume the investment risk and ensure our processes meet the standard of duty of care in terms of the regulatory requirements.
We provide a range of Discretionary Fund Management services for advisors looking to spend more time with their clients focussing on their total personal financial wellness
The asset mix is a key factor in setting an appropriate level of risk and determining the probability of success for any portfolio that has a defined return objective.
Manager research (due diligence) is one of our core capabilities. We form an independent qualitative view of a manager and test if our understanding is supported.
Cognisance of the latest market developments and asset valuation trends facilitates an appropriate tactical asset allocation overlay for each portfolio solution.
Investment return is the reward for assuming a specified level of risk. Not taking enough risk can be as detrimental as taking excessive risk, given the context to meet an objective.
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Advisors increasingly move away from the toxic approach of performance-based selling towards goal-based advice. There is an increasing awareness that the advisor’s true value is not in selling the “financial plan as a product” but rather the important discipline of “sound decision making as a service”.
At 2IP we cater for a broad spectrum of Model Portfolio and multi-asset class solutions across most of the major industry platforms and linked investment service providers (LISPs).
The founding members of 2IP Independent Investment Partners are the core asset management and senior executive team who previously all worked together servicing the IFA market for the last 9 years. In 2014 the decision was made to constitute 2IP based on the business principles of independence, integrity and a clearly communicated vision. A cornerstone of the founders’ obstinate belief is that our business conduct should reflect our investment philosophy.
