Clerical Medical has launched a new proposition designed to assist IFAs with investment management.
Clerical Medical Investment Solutions (CMIS) boasts a trio of solutions, comprising a new range of own-brand funds, an investment committee that has appointed managers to run these funds and a portfolio architect tool to simplify fund selection. The suite of funds features a core of 36 Clerical Medical vehicles, 18 of which are new funds. All the funds in the range fit in one of three risk categories; Foundation, Escalator and Accelerator. The investment committee comprises seven members, including two new additions: Patrick Gale, a non-executive director of HBOS Investment Fund Manager...
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