Clarus Investment Solutions

IMO Financial Services has engaged an external investment consultancy firm, Clarus Investment Solutions, to provide independent and specialised investment support.

We asked Clarus to carry out an assessment of funds offered by all of the domestic life companies and to produce a set of preferred funds across three different risk bands.

In total, Clarus surveyed 150 funds in the following categories:

•              Multi-Asset

•              Active Global Equities

•              Passive Global Equities

Funds were ranked using a bespoke scoring system which takes account of some 20 criteria such as returns, volatility, diversification, and longevity of track record. A number of qualitative criteria are also applied, including one which assesses fund managers’ approach to sustainability.

The selection of preferred funds is now available to our members. Please contact us on imofs@imo.ie if you wish to discuss this matter further or indeed if you wish to review your existing portfolio.

 

About Clarus

Clarus is an independent investment consulting firm established in 2008. Prior to setting up Clarus its principals (Joe Mottley and Paul McCarville) had many years of experience at senior level in asset management. Clients of Clarus include a range of leading financial advisory firms, charities, and corporates.

Clarus Investment Solutions is regulated by the Central Bank of Ireland.