Wealth firm Rowan Dartington has launched four model portfolios underpinned by a risk monitoring process which puts security risk centre-stage.
The 4D (four dimensional) offering, available to both its adviser-managed and discretionary-managed clients, combines groups of securities - including equities, bonds and funds - to build portfolios within client agreed risk limits. Rowan Dartington's Portfolio Management System (PMS) then monitors the portfolios in four dimensions - security risk, portfolio risk, asset allocation risk and geographical positioning. The firm said the key difference with the 4D strategy compared with traditional asset allocation approaches is the fact security risk comes first - rather than asset class ...
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