The portfolios

 

in 2013 we launched TAM Ethical - a suite of ethical, social, environmental & sustainable (E.S.E.S) investment portfolios, alllowing investors to combine their environmental, social and governance considerations with a strategy designed to deliver long-term capital growth. We are confident that this approach will provide most socially conscious investors with the investment solutions they have been looking for.

Clients can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer five risk-profiled portfolios that span the risk spectrum from more defensive, lower risk returns, through to higher risk, equity based investment returns.


The diagram is for illustrative purposes only. The value of investments, and the income from it, may go down as well as up and may fall below the amount initially invested. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within specific guidelines, so the above asset allocation is intended as a guide only.

 

Key Advantages

LOW COST

Access to professional discretionary management without incurring premium costs.

PRE INVESTMENT REPORT

We produce a comprehensive report which clearly focuses on investment objectives, risk rating and asset allocation. This is provided to all clients before they invest with TAM.

A RANGE OF RISK-PROFILED PORTFOLIOS

The Ethical portfolios span the risk spectrum from a Defensive, lower risk profiling, to an Adventurous profiling with a higher equity content.

ACCESSIBILITY

You can invest directly into the four Ethical portfolios, or use them as an underlying asset for an ISA, SIPP, Pension, Workplace Pension, Trust or a Life Assurance wrapped product.

TAM PLATFORM

The Ethical portfolios run on TAM’s innovative platform, which allows instant valuations, performance information and asset exposure analysis.

TRANSPARENCY

We provide the highest levels of transparency for assets and costs in line with, and often exceeding, that required by the industry.

INTERNATIONAL INVESTMENT & INCREASED DIVERSIFICATION

The Ethical product allows for a broadly diversified investment solutions including an international element in line with the risk profile selected.

 

FAST AND SIMPLE APPLICATION PROCESS

Once a professional advisor is registered with TAM they can download customised client reports and efficiently open accounts.

 

Multi-asset investing

With a best of breed approach, TAM creates and manages portfolios diversified not only by underlying investment asset and sector, but also by manager and corporate provider. This is essential to adding value to client portfolios. Depending upon the selection of risk profiled portfolios TAM uses OEICS, unit trusts, exchange traded funds and structured products to access a broad range of assets including equities, fixed income, property, commodities, alternative investment and hedge funds.



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