Helping you deliver your service to clients
"How has the Product Screening and Due Diligence service provided by Albion helped you to build and deliver portfolios to clients?"
- We spent 18 months completely refreshing our family business and launched ‘boosst’ in 2018. We thought of the process as ‘blank page thinking’ - and gave ourselves space to take a good hard look at the services we provide and the tools and services we use to do so. We made a series of significant changes to how we run the business – and engaging with Albion has been amongst the best.
- We have been using Albion’s Product Screening and Due Diligence tool to help build and maintain the boosst portfolios. The transparent and robust screening process – and comprehensive audit trail to go with it - enables us to cut through the everyday noise from the marketplace and efficiently isolate one or two investments per asset class from a whole-of-market starting point.
- Whilst it is firmly our responsibility to pick the best managers for our portfolios and monitor them over time to ensure they remain best-in-class… Albion’s support makes the process slick and easy. Having the team’s expertise at our disposal further solidifies our independence as an advisory firm.
- We introduced the boosst sustainable portfolios in 2019 and have seen overwhelming popularity. Albion’s service has the capacity to identify products that are making steps in the right direction towards a sustainable future - either through portfolio construction or company engagement through proxy voting. This gives us the quiet confidence that we are offering clients a high-quality ESG portfolio solution whilst also being able to tune out much of the noise in this fast-moving part of the industry.
- Working with Albion is a pleasure. Their deliverables are well presented, clear and comprehensive. The team are available to support us with ad-hoc queries and can always add a new perspective to complex topics, which we greatly value.
This gives us the quiet confidence that we are offering clients a high-quality, low cost, evidence-based investment portfolio solution whilst also being able to tune out much of the noise that otherwise serves only to detract from our client focus.