Ever since Scopic Research was established in 2009, our aim has been to enable investment professionals to benefit from the same information advantages that a skilled analyst with direct access to portfolio managers enjoys when they seek to recommend multi asset investments to their clients.
Use combinations of our investment outcome categories to filter and select multi asset portfolios based upon real client needs.
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All the multi asset portfolios we report on have been through our rigorous due diligence process and meet our quality criteria.
Our research reports are rather unique! They include a visual depiction of each individual multi asset portfolio’s unique DNA characteristics, more detailed research analysis than you generally find elsewhere, key briefing notes for speedy reading, helpful client suitability pointers and, most importantly, an intricate appraisal of the investment journey you might expect to see.
Blending portfolios together can sometimes create more problems than they solve. Our qualitative-based tool can help you to visualise the possible diversification benefits of combining up to four portfolios together in one larger portfolio.
Our sentiment indicator shows the current direction of sentiment towards a broad range of asset classes as expressed by some of the UK’s leading multi asset teams.
Our multi asset DNA reports provide you with detailed analysis and helpful suitability traits on individual multi asset portfolios, and are designed to help you when advising your clients about the investment journey they might expect.
You can also use our portfolio blending tool to help you visualise how well the unique DNA characteristics of up to four individual multi asset portfolios you select might combine together within one larger portfolio.
Your investment proposition has a unique DNA profile. This has implications for product governance and for how you communicate the likely investment journey that intermediaries and their clients can expect.
Similarly, your unique DNA profiles also have implications for product differentiation and, crucially, for client suitability.
We like to think that we know the multi asset investment universe rather well. After all, it’s all we research!
We’ve built our proprietary database, Scopic Prism, using more than a decade’s worth of multi asset manager meetings and qualitative analysis. This makes us uniquely placed to help intermediaries select multi asset investment solutions, or when fund groups look to launch new propositions.
Scopic research provides proprietary content and research that isn’t available anywhere else.
Use our sentiment indicator to understand the current direction of sentiment towards a broad range of asset classes as expressed by some of the UK’s leading multi asset teams.
See what the current consensus views are on markets and whether the multi asset teams you support are holding contrarian views.
Our Multi Asset Sentiment Indicator is completely free to use and you don’t need to register either. Simply click the button below.
Read our latest articles providing you with useful insights about the market.
Scopic Research monitors the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets on quarterly basis. The sentiments are based on a 12-month
Paul Ilott, managing director of Scopic Research, shares the team’s views on the performance of the Orbis Global Balanced Fund. Click here to read more
Paul Ilott from Scopic’s article seeks to demonstrate why advisers might need to reassess the definition of risk when retirees come to receive dividend income