PS IR – Investment Research Specialists

Welcome to Proactive Strategies Investment Research (PSIR)

We provide informed, specialist advice to Financial Adviser firms of all sizes who would like an independent external consultant that offers:

How we can support your business

Comprehensive support

Monitoring, due diligence and independent third-party validation of fund/collective selections
Due diligence and independent third-party validation of DFM companies, managers and selections
Formulation, preparation for and attendance at investment committee meetings
Assistance with the formulation/documentation of centralised investment propositions
Ad hoc support regarding market views, fund ideas and investment strategies
Assistance with staff training on investments and markets
Independent Investment Committee attendance for DFM outsourcing arrangements

“Lite” service

Reports and opinions on existing funds held
Monitoring and independent third-party validation of DFM selections
Monthly telephone/online calls

We have the flexibility to work on a retained or project basis with a focus on costs

Is this your firm?

‘We would like some help to identify a high quality bespoke list of DFMs, with specific characteristics required for our HNW clients’

Cheshire Adviser

‘Despite having the information in various places, we don’t have the time or people to collate and construct a coherent Centralised Retirement Proposition’

London based IFA

‘With an eye on the SM&CR regime, we would like assistance to set up and manage an Investment Committee’

Midlands Adviser

‘Are you able to support us as Trustees, with specific advice on investments held in Trusts?’

Solicitor, Kent

‘We recognise that due diligence on our existing DFMs is wise, but don’t have a process in place to achieve this’

Bristol Adviser

‘We would value some external advice and input to our investment panel, but want to obtain value for money’

North East Adviser

‘We would like to have a new external investment Committee member following a retirement’

Bristol Adviser

“Having worked with Ian Furtado on a project relating to Due Diligence on external Discretionary Fund Managers, I found him reliable, thorough, worked to the brief provided and produced reports which were clear, informative and helped underpin our audit trail and decision making”

“We have been working with Proactive Strategies Investment Research over the last year or so to help advise, support and guide us in respect of the evolvement of our Investment Committee, our investment research approach, and the further development of our client proposition and investment philosophy. Ian has been informative, diligent and supportive throughout this period and continues to work closely with us in this respect.”

Some Examples of our projects/work

Our Partners

We work with the following partners in order to deliver the best service to our clients:

Our People

Ian Furtado

Ian began his investment career at Barings and has worked at a Director and Partner level in sales and marketing for a number of London based asset management firms and boutiques for over twenty five years. He has experience of managing institutional portfolios and knowledge of a wide variety of investments.

He holds the Investment Management Certificate, is qualified through the CII as a Financial Adviser and is also able to manage and advise on private client portfolios.

Alan Stokes

Alan has almost fifty years’ experience in the investment industry. During that time has managed private client portfolios, Open Ended Investment Companies and has set up an independent collectives investment research company, for which he was CEO. For the last nine years he has headed up the Investment Governance department for a significant UK wealth management company, which saw him have day to day oversight of all the trading in a dozen collective investment schemes. He also served as an independent non-client facing member of the firm’s Investment Committee that oversees approval of all funds to the centralised buy list. Alan is a Fellow of the Chartered Institute for Securities & Investment.

Paul Ilott

Having started his career as an investment intermediary, before moving on to become head of tax and technical and also head of investment communications at a leading intermediary firm, Paul then headed up communications for the investment solutions team at Fidelity between 2007 and 2009. He established Scopic Research – the UK’s first research agency dedicated solely to multi asset solutions – in the same year. Paul is the architect of the Scopic Multi Asset DNA due diligence platform, which launched in June 2022.

Contact Us

For further information
T: 07768 642 418

7 Bell Yard
London
WC2A 2JR