PROGRESS: August

We hope you had a good August? Here's what our busy team have been up to in August.

August 2024 Big News:

Platform:

• 📃 Investment Proposal Generator launched
• 📢 PortfolioMetrix added

Investment Management:

• 🌍 P1 now available on Morningstar Global (Offshore)
• 🎉 Our Asset Tracker Portfolios are now on Fundment
• 🌳 Ethical Portfolios are now on AJ Bell
• 🎉 P1 now on Aegon (ex-Cofunds)

Dive deeper into these updates below. If you have questions, don't hesitate to get in touch with our team:

• P1 Platform: Shaun Drew
• P1 Model Portfolios: Joseph Terry
• P1 Sustainable World Fund: Jonathan Richards

Have a good week.

The P1 Team

P1 PLATFORM UPDATES:

New: Investment Proposal Generator

Added to the P1 Platform, our Investment Proposal Generator enhances and streamlines the report-writing process and allows advisers to, almost instantaneously, create bespoke, comprehensive documents tailored to each client as a pre-advice document or to be included within a suitability report.

• Here's a quick run-down video of it in action.
• Here's a link to our article outlining what it does.

New: PortfolioMetrix on the P1 Platform

PortfolioMetrix and their 28 portfolios, including its Global Passive Range, are now available on the P1 Platform. Amazingly, 21 of the portfolios have a 0% DFM fee. 

• Read the full press release with details here.

💡P1 Platform Feature Discovery 💡

Adviser Charging Optionality - something you may not be aware of, but the P1 Platform supports nearly all types of adviser charging. You can charge: 

• Percentage - Initial, ongoing, ad-hoc charge a % on assets
• Tiered - assign different % to tiers of assets
• Fixed - Initial or ongoing can be deducted as a set £ figure  
• Maximums & Minimums (Capped) - Set minimums and maximums. 

For a more detailed explanation of charging on the P1 Platform, get in touch with Shaun Drew

P1 INVESTMENT UPDATES:

New: P1 Investment Management Now on Morningstar Wealth Platform (Global - Offshore)

Our Asset Tracker portfolios are now available on the offshore platform Morningstar Wealth Platform Global. This enables advisers to service overseas clients. If you would like our other portfolio ranges made available, please let the team know, and we can add the Wealth Accumulator and Retirement Income Portfolios, too.

New: Asset Trackers now on Fundment

Our top-performing EV and Defaqto risk-rated Asset Tracker Portfolio range is now available on Fundment. The range consists of 6 portfolios, each with a DFM fee of 0.1% and an average underlying fund OCF of ~ 0.09%, so all in 0.19% for a risk-rated investment.  

New: Ethical Portfolios are now AJ Bell

Our range of 5 Ethical Portfolios is now accessible on the AJ Bell platform. The portfolios are of the 'deepest' green, with investments having gone through our extensive due diligence, 70+ questionnaires and proprietary scoring system. Portfolio DFM Fee = 0.2%. 

New: Now available on Aegon (ex-Cofunds)

P1 Investment Management and our hosted managers are now available on the Aegon platform. If you use the platform and would like to access our portfolios, let the team below know, and we'll provide access.

Next Webinar

• 14:00 10/10/2024 - P1's CIO, William Dickson Chartered FCSI , will take us through the quarter's macro events and markets. He'll deep dive into changes to the P1 portfolios and review their performance. 1 hr, Free CPD. Register your place.