Adviser Support Page

Please see below a wide range of investment content Omnis have created to assist you and your clients.

Strategic Asset Allocation (SAA)

Every year, Omnis reviews the group Strategic Asset Allocation (SAA) and factors in J. P. Morgan's Long-Term Capital Market Assumptions (LTCMAs) together with additional constraints and investment considerations. We are pleased to announce that we have now concluded our 2025 annual SAA review and will be making changes to the SAA in the Omnis Managed Portfolio Service (OMPS) and Omnis Agility.

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