IFA submits portfolios for independent verification; gets top marks

Scott Sinclair

An independent advisory business is set to submit its investment portfolios for regular scrutiny after independent tests were carried out on a trio of live client cases.

Rowley Turton (IFA) submitted three portfolios for "institutional-grade analysis" to Natixis Global Asset Management to see "whether they were doing what we thought they were doing and what they should be doing". The "typical" portfolios - one with a cautious mandate, one a balanced approach and one devised as balanced-to-speculative - were matched against Investment Association sectors for factors including risk taken, volatility experienced and how the portfolios reacted in falling and rising markets. A time frame of approximately three years to April 2015 was applied. The result...

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