We are very happy to let you know of two developments we have been working away on here at TAM, to further enhance our offering to clients.
We’ve rebranded three of our services
With Consumer Duty upon us, we have reviewed all our services and rebranded the ‘TAM Premier’, ‘TAM ESG’ and ‘TAM Passive' model portfolios to provide greater understanding for our clients by ensuring that the brands accurately represent the services, and clearly reflect the investment strategies.
The new brands are outlined below, and the logos have been given a little facelift too.
Previously ‘TAM Premier’, ‘TAM Active’ better describes the portfolios as we have always taken an active approach to our core investment strategy, and we are proud of the return and low volatility the portfolios have delivered. ‘Active’ reduces the risk of clients interpreting ‘Premier’ as any one of the investment styles available in the market, or that the portfolios are superior to our other services.
Previously ‘TAM ESG’, ‘TAM Sustainable World’ better illustrates the advancements in TAM’s strategy in line with developments in the market, and accurately describes the objective of the portfolios. It reduces the risk of clients interpreting ‘ESG’ as portfolios of solely environmental, social and governance investments, instead of ones that comprise a blend of strategies investing for a sustainable future.
Previously ‘TAM Passive’, ‘TAM ‘Enhanced Passive’ better describes the investment strategy that has always been proffered and the tilting of portfolios to seek enhanced returns. It reduces the risk of clients interpreting ‘Passive’ as a more traditional market following only passive funds, instead of one that benefits from the active element of TAM’s investment approach.
There is no change to ‘TAM Sharia’ as the brand accurately represents the service and clearly reflects the investment strategy.
To reiterate, there has been no change to the way that the portfolios are managed, these are simply name changes to offer clients greater clarity on our services and to reduce the risk of ambiguity and misinterpretation of the investment strategies.
We’ve relaunched TAM Liquidity Plus
After much demand, we have relaunched our TAM Liquidity Plus portfolio to provide a cash alternative product with high yield returns, to combat rising interest rates and prevent clients from simply running to the bank.
The portfolio at a glance
• Very low risk: 2 out of 8 on the TAM Risk Scale
• Short investment term horizon: 1-3years+
• 100% non-equity investments: Money Market Funds and Cash
• Very low charges: 5bp AMC / 20bp platform fee
The benefits at a glance
• Net 4.7% yield per annum*
• Daily liquidity
• Short-term protection against market volatility
• Unfettered access to amend investment choice with simplistic structure and without unreasonable delays
We see this portfolio as a valuable addition to our wider offering, and one which provides clients with a cost-effective alternative to standard bank deposits and paying higher rates.
These enhancements to our services have been reflected in our existing literature and application forms, which you can re-download straight from our website library. Here you will also find brand new infographics for our model portfolio services, and additional supporting literature for our Liquidity Plus portfolio, all of which can be shared with your clients.
If you have any questions about our newly rebranded Active, Enhanced Passive and Sustainable World services, or the relaunch of our Liquidity Plus portfolio, please do not hesitate to get in touch with us.