Aspen ^Companies

Aspen is an Investment Analytics and Asset Management business, driving innovation in the field of Wealth Management.Our mission is to:Truly innovate and disrupt the wealth management sector;By using AI to help build custom portfolios for clients;Within a disciplined investment process;Which will improve client outcomes on service, cost, performance and suitability;Enriching IFA relationships with clients.Aspen AnalyticsAspen Analytics is creating a platform focused on serving the IFA market, that will enable investment advisers to deliver custom investment solutions to their clients in a simple, intuitive and regulatory compliant way. The system moves away from model portfolios, to deliver more outcome focused solutions for clients, retaining the associated risk profile and achieving optimal diversification benefits. Aspen Analytics is bringing tailored portfolio solutions for clients into the digital age.Aspen Asset Management Harnessing the analytical data above, our Asset Management offering combines academic theory and data science to create a more balanced blend of investments for clients.Our approach has sound academic weight, validated by long-term data, seeking to: Create portfolios that are more balanced in terms of risk than traditional equity-focused portfolios, in order to produce returns that are more reliable. From a clear, core, philosophy and following a rigorous investment process framework, we will initially have one flagship solution: All Weather.