Legal & General Investment Management (LGIM) has launched a model portfolio service partnership with Apollo Investment Management, an investment consultancy and independent financial adviser with offices across the UK.
LGIM will provide five tailored model portfolios, with a range of risk-adjusted strategies for Apollo’s professional and retail clients.
LGIM will also manage the rebalancing of the model portfolios to ensure investments are continuously aligned with investors’ risk and return profiles. The portfolios will be white-labelled and the wrap-around service will include regular investment and strategy updates from LGIM’s investment and distribution teams.
The new partnership will stretch across a broad range of funds and research capabilities, with input on fund selection and asset allocation by both parties.
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