Why advisers need to know about biases in multi-asset funds

The first of a new PA/IW series on embedded biases in multi-asset funds

clock • 3 min read

Paul Ilott, managing director at Scopic Research, takes a closer look at why it is important for advisers to understand the DNA of these products...

If you are an adviser or paraplanner who recommends multi-asset funds as part of your investment company's proposition to clients - whether this is in the form of an outsourced or in-house centralised investment proposition, or whether you simply recommend multi-asset funds generally - then you need to know about embedded biases in multi-asset funds. Why? Firstly, because without exception, all multi-asset funds have them, and secondly, if you understand embedded biases, then it will give you some key advantages… It will give you an edge when it comes to determining client suitabili...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Muted response as Labour names Grimsby Town FC co-owner next investment minister

Muted response as Labour names Grimsby Town FC co-owner next investment minister

After the sudden exit of Poppy Gustafsson last week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read
Hargreaves Lansdown and Schroders to launch double LTAF offering

Hargreaves Lansdown and Schroders to launch double LTAF offering

From next week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read
Darius McDermott: Complacency at the peak

Darius McDermott: Complacency at the peak

'Markets to hit new highs, while credit spreads are at multi-decade lows'

Darius McDermott
clock 08 September 2025 • 5 min read