ETF and fund provider
As a high-net-worth investor, I need an institution I can trust completely. Purpose Investments provides exactly that - institutional-grade investment management with personal service. My dedicated relationship manager understands my objectives and the portfolio construction reflects my risk tolerance perfectly.
Pros: Personal service, tailored portfolios, institutional quality
Cons: Not suitable for small investors
Purpose Investments consistently delivers above-benchmark returns in most of their flagship funds. The risk management is sophisticated and I appreciate how they communicate during market downturns. Their digital platform for tracking investments has improved significantly. Customer service team is knowledgeable.
Pros: Above-benchmark returns, strong risk management, good comms
Cons: Fund documentation can be complex
Purpose Investments\'s research team produces excellent market commentary and investment analysis. Their model portfolios are well-constructed and regularly rebalanced. Performance attribution is clearly presented. I've found their insights valuable for my own investment decisions.
Pros: Excellent research, good model portfolios
Cons: Could offer more educational content for retail investors
I've invested with Purpose Investments for over five years and have been very pleased with the performance across their equity and bond funds. Their ESG integration is genuine, not just marketing. Quarterly reports are detailed and transparent. Fund managers clearly communicate their strategy and positioning.
Pros: Strong performance, genuine ESG, transparent reporting
Cons: Minimum investments can be high for some funds
I invest in several Purpose Investments funds through my financial advisor. Performance has been solid if not spectacular. What I value is the breadth of their offerings - whatever my investment thesis, they likely have an appropriate fund. Fee structures have come down over recent years which is welcome.
Pros: Broad product range, improving fees, consistent performance
Cons: Not always the cheapest option