Sanlam rolls out passive model portfolio range

clock

Sanlam UK subsidiary Sanlam Investments & Pensions has launched a range of risk-rated passive model portfolios.

Launched via its specialist wrap offering, Portal, the portfolios are part of Sanlam's Accel risk profiling investment process. Managed by Sanlam Fund Solutions, each passive model aims to recreate one of Accel's seven colour-coded risk category benchmarks. The Accel tool looks at three elements of a client's risk profile: risk tolerance, risk capacity and end goals. "We see growing interest in index investing from advisers, so it makes sense to offer devotees of the style an Accel-ready solution," said Sanlam UK head of investment solutions Rick Eling. "Whether active or passiv...

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

PA360: Framing of information to investors 'extremely pervasive'

PA360: Framing of information to investors 'extremely pervasive'

Consumer Duty states consumer biases must not be exploited

Jenna Brown
clock 25 April 2024 • 1 min read
Schroders chief executive Peter Harrison to retire in 2025

Schroders chief executive Peter Harrison to retire in 2025

Harrison began his career at Schroders as a graduate in 1988

Cristian Angeloni
clock 24 April 2024 • 2 min read
Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 19 April 2024 • 2 min read