PortfolioMetrix was founded in 2010 on the principle that portfolios need to be constructed on needs, not wealth. We recognise the potential in partnerships, and the value of integrating the specialisations of investment management and independent financial advice. We pioneered the use of proprietary built technology to give advisers the ability to customise client portfolios on a fully scalable basis. Our goal is to create a robust link between the professional adviser and client outcomes. Our proposition produces precision-engineered portfolios that reliably meet expectations.We pride ourselves in our people and partnerships which drives our ongoing pursuit of service excellence. Our Investment proposition hinges on thorough asset allocation theory and practical, pragmatic implementation. We believe that markets are good at pricing risk but argue that they are not fully efficient in this regard. While our processes have evolved over time, our investment DNA has not deviated from a few key principles:
Intelligent, academic research in combination with sound judgement, to seek out investment opportunities while avoiding uncompensated risks.
Avoiding concentration risks by carefully diversifying across countries, currencies, sectors, securities, and other specialist managers.
Our Asset Management team is split between London and Johannesburg but operate as one cohesive global investment unit.The firm has evolved and grown over time, however we remain owner managed and fiercely independent across all jurisdictions that we operate in. PortfolioMetrix is committed to a better and stainable future and has chosen to become a UN PRI signatory for both stewardship and ESG integration, as well as being an active member of the UKSIF
Awards
Fund Category
Regions and markets
FUNDS
PortfolioMetrix BCI Unconstrained Moderate Fund of Funds
Multi-Asset-Flexible
South Africa
Fact Sheet
PortfolioMetrix BCI Unconstrained Balanced Fund of Funds
Multi-Asset-Flexible
South Africa
Fact Sheet
PortfolioMetrix BCI Unconstrained Assertive Fund of Funds
Multi-Asset-Flexible
South Africa
Fact Sheet
PortfolioMetrix BCI SA Property Fund
Real Estate - General
South Africa
Fact Sheet
PortfolioMetrix BCI SA Equity Fund
Equity General
South Africa
Fact Sheet
PortfolioMetrix BCI SA Bond Fund
Interest Bearing Variable Term
South Africa
Fact Sheet
PortfolioMetrix BCI Moderate Fund of Funds (Reg 28)
Multi-Asset Medium Equity
South Africa
Fact Sheet
PortfolioMetrix BCI Income Fund
Multi-Asset Income
South Africa
Fact Sheet
PortfolioMetrix BCI Global Property Fund of Funds
Real Estate - General
Global
Fact Sheet
PortfolioMetrix BCI Global Equity Fund of Funds
Equity General
Global
Fact Sheet
PortfolioMetrix BCI Global Diversified Feeder Fund
Multi-Asset-Flexible
South Africa
Fact Sheet
PortfolioMetrix BCI Dynamic Income fund
Multi-Asset Income
South Africa
Fact Sheet
PortfolioMetrix BCI Cautious Fund of Funds (Reg28)
Multi-Asset Low Equity
South Africa
Fact Sheet
PortfolioMetrix BCI Balanced Fund of Funds (Reg 28)
Multi-Asset High Equity
South Africa
Fact Sheet
PortfolioMetrix BCI Sustainable World Equity Fund of Funds
Equity General
South Africa
Fact Sheet
PortfolioMetrix Active Income Prescient AMETF
Multi-asset Income
South Africa
Fact Sheet
PRESENTATIONS
The Investment Forum 2024 | Brandon Zietsman
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The Investment Forum 2024 | Phillip Bradford
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VIDEOS
Is SA fixed income poised to provide equity-like returns with lower risk
Meet the Managers 2023 – How to generate inflation beating income, with lessons from sports betting