Columbia Threadneedle has launched a mobile and tablet app financial advisers can use to access the fund manager's products, based on what their clients may need in retirement.
'TriGlide' derived its name from what Columbia Threadneedle said are the three key elements that create a financial "glide path" during retirement; preservation of capital; income generation; inflation-beating returns. The tool nudges advisers and their clients to consider each element, before TriGlide suggests a model portfolio of three Threadneedle funds - Global Opportunities Bond; Global Multi Asset Income; Dynamic Real Return - that aim to deliver against the different financial outcomes. Advisers and clients can see the breakdown of the resulting asset classes and geographies, a...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
