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EngageClient profiling, portfolio comparisons and values-based suitability reporting.PortfoliosProfessionally managed portfolios personalised to each client’s values, worldview and risk.
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A portfolio as individual as your client.

Give every client access to a portfolio aligned to their unique worldview, values and risk, combining the flexibility of bespoke investing with the simplicity of an MPS.
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Your clients aren’t one-size-fits-all.
Their portfolios shouldn’t be either.

Model portfolios bring efficiency and consistency, but leave little room for individual preferences. Etcho makes greater personalisation possible, without the traditional complexity of bespoke portfolio management.

Why Etcho Portfolios?

Deliver on your clients’ values

Go beyond understanding what matters to clients, with portfolios that genuinely reflect their individual preferences and financial goals.

Bespoke flexibility. MPS simplicity.

Offer individual portfolio customisation without the operational burden of managing bespoke portfolios yourself.

Differentiate your proposition

Give clients a more personal investment experience and a compelling reason to choose your firm.

Professionally managed

Portfolios are overseen and managed by our investment management partners, within established investment frameworks.

How each portfolio is personalised

Etcho’s personalisation technology combines each client’s preferences and risk profile with our partners’ professionally managed investment approach, creating a portfolio that reflects them.

Your client

Risk profile
Financial goals
Worldview
Values & sustainability preferences
etcho

Personalisation

Apply client preferencesMatch the risk profileWithin the partner’s guardrails
EH
Emma HallPersonalised portfolio
Balanced risk
Global equities
Climate funds
Energy transition
High-conviction fixed income
Cash

Alignment to Emma’s profile

Risk matchedClimateExcludes tobaccoExcludes gambling
Kept aligned as Emma’s needs change

Same framework. Different portfolios.

Two clients can share the same risk profile and the same professionally managed investment framework, yet hold portfolios that reflect what each of them cares about.

Same balanced risk profileSame asset allocationSame professionally managed framework
A
Client APrioritises climate and the environment
Balanced risk

Asset allocation

Equities Bonds Cash

Equity tilts reflecting their priorities

Climate solutions
Resource efficiency
Energy transition

Preferences reflected

Climate changeInnovation
B
Client BPrioritises healthcare and social issues
Balanced risk

Asset allocation

Equities Bonds Cash

Equity tilts reflecting their priorities

Healthcare and wellbeing
Social infrastructure
Education and inclusion

Preferences reflected

HealthcareHuman rights

Illustrative example only. Not a recommendation or a representation of specific holdings or outcomes.

How it works: a step-by-step guide

Understand your client

Capture their values, preferences, goals and risk.

Personalise their portfolio

Construct a portfolio aligned to their individual preferences, within an established investment framework.

Implement their investments

Portfolios are placed seamlessly on our partner platforms.

Manage and report

Ongoing investment management, monitoring, rebalancing and personalised reporting.

Handled for you

Implementation

Portfolios implemented through supported investment arrangements.

Monitoring & rebalancing

Ongoing oversight and rebalancing as markets and client needs evolve.

Investment management

Professionally managed within established investment frameworks.

Personalised reporting

Clear reporting on each client’s portfolio and its alignment with their preferences.

Give every client a portfolio that reflects them.

Discover how Etcho can help you offer genuinely personalised investing, without the complexity of traditional bespoke portfolio management.

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Looking for standalone profiling and suitability?

Etcho Engage

Client profiling, portfolio comparisons and values-based suitability reporting, alongside your existing investment propositions.

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For investment managers

Partner with Etcho

Want to offer portfolios like these to advisers and their clients? We’re always open to exploring new partnerships.

Book a chat →Explore Mosaic →

Etcho insights

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Etcho named Best Sustainable Investment Research and Ratings Provider

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We Complement x Etcho: Helping Advisers Build Stronger Client Relationships

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On the horizon: Snowball Impact Management

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Etcho Limited is a technology provider and is not authorised or regulated by the Financial Conduct Authority. We do not provide financial advice or investment management services. Etcho is used by regulated financial advisers and investment managers, who remain responsible for the advice and investment services they provide to their clients.