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Worthstone partners with Collidr on sustainable MPS portfolios

By Holly Downes, 19 Oct 23

Who will apply behavioural research and AI technology to screen and select suitable funds

Who will apply behavioural research and AI technology to screen and select suitable funds

Sustainable investment specialists Worthstone has partnered with investment specialist Collidr to manage its Wealth Sustainable Investment Portfolios.

As part of the collaboration, Collidr will manage the current range of four portfolios that use Worthstone’s proprietary technology and screening techniques to shortlist funds.

Collidr will then use its ‘Quantimental’ investment approach, applying behavioural research and AI-driven technology to screen and select suitable funds for portfolios.

To read more on this topic, please visit:  Sustainability Disclosure Requirements on track for Q4 – FCA

Collidr chief executive Symon Stickney, said: “We’re delighted to be partnering with Worthstone. We each bring best-in-class technology to the table – that means advisers and their clients get access to the most transparent and user-friendly sustainable portfolio service on the market.”

Chief executive and founder of Worthstone Gavin Francis, added “This is a very exciting development in the evolution of Wellth’s Sustainable Investment Portfolios. Collidr is a significant provider of model portfolios to the UK intermediary market.

“The combination of our capabilities provides a market leading product to advisers and investors looking for sustainable investing solutions.

“We believe that authentic sustainable portfolios providing transparency and dynamic reporting will be attractive to many advisers.”

Tags: AI | ESG | FCA | Managed Portfolio Service

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.