Offshore Portfolios

Our Model Portfolio Solutions are managed from London and supported by the extensive expertise of PBIM investment professionals. The proposition provides a range of four investment portfolios (PBIM Cautious Portfolio, PBIM Balanced Portfolio and PBIM Growth Portfolio) which offer clients diversified exposure to global financial markets.

We invest in both active and passive collective investments and the universe consists of equities, fixed interest, commodities, properties and alternatives.

With each portfolio we endeavour to achieve the best risk adjusted return for each strategy over the longer term. As a benchmark we use the peer group and aim to be ahead of the average manager over the longer term.

These outcomes are obtained by following a three stage approach to portfolio construction:

1. Strategic Asset Allocation - Structuring the portfolios to reflect long-term investment themes.

2. Tactical Asset Allocation - Structuring the portfolios to reflect short-term investment themes.

3. Fund Selection - Identifying leading funds to target sustained outperformance.