Investment Management

IPS ART

IPS ART (Analysis, Risk and Trading) is our industry-leading risk management system. We were an early adopter of this institutional-level risk management technology in the private client market and because the tool is proprietary, it provides us with the flexibility to alter its parameters as the world changes.

IPS ART

Because mitigating risk is at the core of our investment philosophy, we created IPS ART to stringently control our client accounts. This comprehensive risk analysis and management system is now the backbone of our business. It empowers us to create fully tailored, flexible portfolios to meet your specific investment objectives and gain a competitive edge.

 

IPS ART also offers additional functions:

  • Tax risk management for clients with
    complicated tax requirements
  • Links into client reporting
  • Core storage for all asset data required for asset allocation
  • Analytics for IPS Consulting clients

Developing IPS ART

We were disappointed that no effective solution was available on the market, so we built one for ourselves. Our CIO, Chris Brown, worked alongside external risk consultants to create the system to match our needs and those of our clients. With IPS ART we can ensure that each client portfolio stays within our investment team’s pre-determined limits, set within the framework of our rigorous risk policy.

 

We’ve retained IPS ART as an exclusive risk management tool – with no plans to release it to the wider investment management sector. It continues to significantly benefit our clients only.

OUR APPROACH

Investment
Philosophy

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Investment
Strategies

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IPS ART

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Responsible
Investing

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OUR PEOPLE

Jonathan Blain

Managing Partner

Meet Jonathan

Jonathan Fennell

Partner

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Simon Moriarty

Partner

Meet Simon

Matthew Hunt

Partner

Meet Matthew

Julia Young

Investment Manager

Meet Julia

Roger Ballard

INVESTMENT MANAGER

Meet Roger

OUR INSIGHT

2024 Q2 ESG Market Review

17 July, 2024

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2024 Q2 Market Review

17 July, 2024

Summary • Inflation is (slowly) coming back under control. Economic growth remains steady and, if…

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The Labour landslide and some thoughts on UK markets | Weekly Market Update

5 July, 2024

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