Using empirical evidence to improve investment and retirement outcomes…
Since inception, we have built a reputation for using empirical data to help financial planners and providers deliver better outcomes to clients.
This is our suite of evidence-based model portfolios and client-ready content for financial planners. The investment philosophy is based on time-tested principles and decades of academic research by renowned economists and practices of leading institutional investors.
The Sustainable Withdrawal Rate App
Timeline is the sustainable withdrawal rate software used by financial planners in the UK, US and other developed countries around the world. Timeline app isn’t a crystal ball. Timeline uses extensive empirical research, asset class returns, inflation and mortality data to assess how a retirement strategy might fare under various market conditions.
We spend a great deal of our time researching and benchmarking investment products, platforms, asset managers, DFMs and SIPP providers based on a range of metrics designed to support adviser’s selection and inform the provider’s competitive positioning in the marketplace. Our findings are published in form of reports, which are licensed to advice firms and providers.
Become a Member
Our member firms get instant access to all our high-quality research reports and data, specifically designed to support adviser due diligence and selection process. This includes extensive critical analysis, benchmarking and insight on retirement income, investment propositions, providers’ financial stability and key trends in the marketplace.