CHN Investment Management Ltd (CHN IM) was formed after an intensive two-year journey marked by dedication, strategic planning, and rigorous evaluation. The company successfully navigated a comprehensive vetting process conducted by the Financial Conduct Authority (FCA), demonstrating its commitment to high standards and regulatory compliance.

As a result of this thorough assessment, CHN IM was granted discretionary permissions in 2024. These permissions empower CHN Investment Management Ltd to operate as a fully authorised Discretionary Fund Manager (DFM). With this status, CHN IM is entrusted with the responsibility and flexibility to manage 6 risk rated portfolios in line with the mandate of the solution.

The establishment of CHN IM as an authorised DFM marks a significant milestone for the firm, signifying both the culmination of a challenging approval process and the beginning of a new chapter in providing expert investment management services.

CHN Investment Management Limited offer a range of risk graded portfolios which are managed on a discretionary basis.

The CHN Investment Committee oversees the investment approach, regularly reviewing the performance and suitability of the solutions. Membership includes numerous individuals who bring a wealth of experience and knowledge with them, in order to form a formidable committee.

The committee is also aided by Parmenion Investment Management (PIM) who are an experienced and highly qualified team, with a long track record of managing portfolios in a risk centric manner.

The CHN Investment Solution adopts a tactical approach to asset allocation and invests predominantly in active funds for the purpose of delivering favourable long-term risk adjusted returns.

The amount invested in each fund depends on the asset weightings of the chosen risk grade, weightings are maintained through regular rebalancing.

The investment manager can modify the asset weightings in response to the anticipated market environment, subject to a disciplined risk-controlled framework.

Asset allocation and fund selection are overseen by CHN Investment Management Limited as discretionary manager, with CHN Financial Consultancy LLP acting as the Investment Adviser, on an agent as client relationship basis.

Together the Investment Committee review asset allocation and fund selection in line with our Investment Services Strategic Asset Allocations (SAA), powered by Hymans Robertson.

Since opening its doors in 2007, Parmenion Investment Management has grown rapidly to become one of the UK’s leading discretionary managers of multi asset investment portfolios.

Parmenion provides investment solutions to over 70,000 clients and have been building investment partnerships with financial advice firms since 2009.

They have successfully steered advisers and clients through many economic, market and political cycles, helping to deliver consistent, positive outcomes through its disciplined, risk-focused approach.

Due to their knowledge and background, Parmenion acts as a trusted partner to CHN by leveraging extensive experience in navigating various economic, market, and political cycles.

On a quarterly basis, Parmenion delivers a suite of valuable insights and resources to CHN, which includes comprehensive market commentary and updated perspectives on asset allocation across portfolios. They also share summaries from recent meetings with fund managers, ensuring CHN is kept up to date on the latest developments within the approved fund list. Detailed updates are provided regarding new buy or sell recommendations, while in-depth analysis covers asset classes and the optimal blending of funds.

Further, Parmenion supplies reports on the performance and risk profile of individual funds, along with evaluations of how tactical views have performed over the period. Their commitment to transparency and collaboration is demonstrated through their non-member attendance at CHN investment committee meetings, where they present their latest insights and recommendations.

In addition to their regular contributions, Parmenion remains responsive to extraordinary market conditions, attending ad hoc CHN Investment Committee meetings as required to address extreme market events.

This proactive and comprehensive support structure underlines Parmenion’s commitment to helping CHN make informed, resilient investment decisions.