In a strategic alliance, Blue Sky Financial Planning has partnered with Legal & General to enhance client offerings through a model portfolio service (MPS).
- Legal & General will deliver multi-asset solutions tailored to Blue Sky’s UK clients’ distinct investment needs.
- Direct collaboration aims to ensure portfolio alignment with clients’ risk profiles through meticulous rebalancing.
- A unique completion portfolio will integrate broad macro and thematic investment perspectives.
- The inclusion of active managers and L&G’s own funds, such as the L&G Artificial Intelligence UCITS ETF, enhances the service.
In a notable strategic move, employee-owned Blue Sky Financial Planning has established a partnership with Legal & General’s asset management division. This collaboration is set to transform client portfolio offerings across the United Kingdom through an advanced model portfolio service (MPS). This service is designed to strategically complement and enhance existing client portfolios.
Legal & General is poised to provide a diverse range of multi-asset solutions through this partnership. The goal is to ensure these solutions are thoughtfully crafted to suit the diverse investment needs of Blue Sky’s clientele. This initiative reflects an effort to offer comprehensive investment options that align seamlessly with individual client strategies.
A key focus of this partnership is to maintain alignment with clients’ distinct risk profiles. To this end, Legal & General will undertake the critical task of managing the rebalancing of these model portfolios. Such active management is vital in adapting to the dynamic nature of financial markets and ensuring that investments consistently reflect the clients’ original intentions.
An innovative feature of this collaborative effort is the inclusion of a specialised completion portfolio. This portfolio is specifically designed to incorporate broad macroeconomic and thematic insights, providing an additional layer of strategic investment potential. Such insights are crucial for capturing emerging financial trends and ensuring robust portfolio diversification.
Integral to this model service is the selection of active managers and the integration of Legal & General’s in-house funds. The portfolios will include notable funds such as the L&G Artificial Intelligence UCITS ETF, thereby expanding the range of investment avenues available to clients. This diversified approach is intended to harness cutting-edge financial instruments, supporting expansive growth opportunities.
The collaboration between Blue Sky Financial Planning and Legal & General signifies a forward-looking initiative to optimise investment strategies through advanced and diversified portfolio offerings.
