Financial advisers are increasingly turning to risk-aware, streamlined investment propositions as they balance client outcomes with regulatory clarity and volatile markets, according to Parmenion chief investment officer Peter Dalgliesh.
Speaking to Professional Adviser, Dalgliesh outlined how the firm's investment philosophy and platform developments are intended to simplify advisers' work, keep clients focused on long-term goals, and rebuild confidence in sustainable investing. "Our role is to help advisers deliver outcomes that align with their clients' expectations in all market conditions," Dalgliesh said. "That means building portfolios that prioritise risk first and defining risk in terms of both volatility and maximum drawdown." Parmenion's investment engine is built on a proprietary risk framework that draws ...
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